Legal and accounting

New client enquiries compete with billable work. 24x7 Automation answers first questions, shares your fixed fees from your own terms and books the consultation, while you approve anything sensitive before it is sent.

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One dashboard
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Accountant at her desk with a laptop and client folder reading an enquiry on her phone
A sample conversationEmail
Helen, CardiffI need help with my self assessment this year.
Reply drafted for youHappy to help, Helen. Our fixed fee starts at £250. I can arrange a 15 minute call to check what you need.

  • !Enquiries interrupt billable work
  • !First replies are slow, so prospects contact another firm
  • !Fee and scope questions are answered inconsistently

  • ✓First replies are drafted from your published fees and terms
  • ✓Initial checks and consultation bookings are tracked as stages
  • ✓Shadow mode means nothing is sent until you approve it
Multiple channels. One place.

Customers write wherever suits them. Each channel gets its own folder, so you never chase six apps to find one message.

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One dashboard
Stages

These come ready set up for your industry. Rename, reorder or remove any of them in Settings.

  1. 01New
  2. 02Checks
  3. 03Consultation
  4. 04Engaged
  5. 05Closed
  6. 06Lost
See also:Salons and beauty Real estate Restaurants and hospitality Education and tutoring
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One dashboard

A 20 minute call. We set it up with your industry stages and a few of your real questions, so you see replies in your own words.

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