WhatsApp client intake, off your desk.
Otobiz runs intake questions and document reminders on WhatsApp while you do billable work.
From first message to adviser meeting
Fees, intake, documents and billing in one WhatsApp chat.
- Company formation
Fees answered upfront
Fixed fees, hourly rates and a free first meeting.
Lists fixed-fee options
Says the first meeting is free
Sends the rate card
Where client work drowns in admin
Intake answered before you join
The AI asks your intake questions and saves the answers on the client record.
Reminders that stop themselves
Reminders continue until the document arrives or the client replies.
Legal questions come to you
A legal question stops the AI, sends your holding message and marks the chat Needs a person.
Features
Intake questions in the chat
Leads from links, QR and adsLead Capture
Follow-up for missing documents
Follow up and track response timeFollow-ups and Response Time
Legal questions sent to you
Replies written from your own dataAI Replies
Meeting requests in chat
Booking requests and reminders in chatAppointments
Common questions
Can clients send documents in the chat?
Yes, on WhatsApp and Messenger. Files attach to the client record for the invited team.
Is there a record of what a client was told?
Yes. The send history keeps each message and its delivery status.
Can clients write in Arabic?
Yes. Otobiz replies in Arabic, English or any language the client writes in.
Who confirms the booking?
Your team. The AI collects the service, time and details, then tells the customer your team will confirm.
How is the source of a lead recorded?
Each link adds a short code to the customer's first message. Otobiz reads it and saves the source on the conversation and the contact.
Can I test an answer before customers see it?
Yes. Ask a question yourself and read the answer, so you spot a missing or outdated fact first.
What does WhatsApp cost per message?
Paid plans have unlimited messages, with WhatsApp from US$39 a month; Free includes 1,000 messages a month. AI messages past a paid plan's included ones are US$0.02 each, and Meta bills its own fee with no Otobiz markup.