AI for professional services

WhatsApp consultation booking for lawyers, accountants, advisors and real estate

Many messages ask the same thing and few turn into a meeting. Wenzy answers frequent questions, identifies what each person needs, routes them to the right advisor and books an in-person or virtual consultation.

14 days free · 300 messages · no credit card

Works on

WhatsAppInstagramMessengerGoogle Calendar
9:41
R

Rivas & Partners

online

Benefits

What Wenzy solves in professional services

Repeated questions that eat billable time

Reference fees, requirements and hours are answered without interrupting partners or staff.

Leads that go cold

Someone who writes on a Sunday gets a reply and a booked meeting instead of waiting until Monday.

Several advisors' calendars

Each advisor has a calendar and practice areas in Wenzy, so every inquiry reaches the right person.

How it works

How Wenzy books an appointment

From the first message to a confirmed appointment, without your team stepping in.

  1. 1

    The lead writes

    They ask about a service on WhatsApp, Instagram or Messenger.

  2. 2

    Wenzy identifies the service

    It asks the general topic and answers the frequent questions you approve.

  3. 3

    It offers the advisor's slots

    It checks the advisor's calendar in Wenzy, synced with Google Calendar.

  4. 4

    It confirms and reminds

    It records the in-person or virtual meeting and sends the reminder.

Calendar

Wenzy's built-in calendar, synced with Google Calendar

Wenzy includes its own appointment calendar: each professional has their own hours, services and blocked time. If you already use Google Calendar, connect the account and appointments sync so your team sees them where it already works.

  • Hours, service duration and breaks per professional
  • Google Calendar sync once the account is connected
  • Rescheduling and cancellation in the same chat
  • Automatic WhatsApp reminders before the appointment

Today's schedule

Google Calendar
  • 9:00 amLaura M.Confirmed
  • 10:30 amCarlos R.Reminder sent
  • 12:00 pmAna P.Rescheduled in chat
  • 3:30 pmDiego S.Booked on WhatsApp

Use cases

Typical professional services use cases

  • Initial consultations for lawyers and notaries
  • Accounting and tax advisory meetings
  • Property viewings with real estate agents
  • Trial classes and admission interviews at academies
  • Meetings with insurance and personal finance advisors
  • Handing complex or urgent cases to a person

Plans

Plans for appointment businesses

An independent professional starts with Essential. A firm or agency with several advisors uses Professional. An organization with several offices and consultation deposits uses Clinic.

Free trial

No card
$014 days free

Set up your calendar in Wenzy, sync it with Google Calendar and test scheduling with real customers before choosing a plan.

  • 300 messages included
  • 2 professionals · 1 location
  • Channels: WhatsApp, Messenger and Instagram
Start free trial

Essential

Independents
US$49/month

For independent professionals and small practices that book on WhatsApp.

  • 1,500 AI messages included
  • Up to 2 professionals · 1 location
  • Channels: WhatsApp and Messenger
Select plan

Professional

Recommended
US$99/month

For practices and centers with several professionals and services.

  • 4,000 AI messages included
  • Up to 5 professionals · 1 location
  • Channels: WhatsApp, Messenger and Instagram
Select plan

Clinic

Multi-location
US$199/month

For clinics and centers with several locations, deposits and high message volume.

  • 8,000 AI messages included
  • Up to 15 professionals · up to 3 locations
  • Channels: WhatsApp, Messenger and Instagram
Select plan

Meta bills your business's Meta business portfolio directly for WhatsApp templates, such as reminders, and, from October 1, 2026, also service messages (replies inside the 24-hour window), at its current rate.

See full plan details

Good practices

Good practices before switching on the AI

A clear setup prevents wrong bookings and protects your customers.

  • Configure Wenzy to give no legal, accounting or financial opinions
  • Define which advisor handles each practice area or service
  • Ask only for name, phone number and general topic, with no documents or confidential data
  • Publish reference fees and state when a quote is required
  • Separate in-person and virtual meetings if they use different hours
  • Hand urgent cases to a person on the team

FAQ

Frequently asked questions

Does Wenzy give legal or accounting advice?

No. Wenzy shares general service information (reference fees, requirements, hours) and books the consultation with the professional.

Does it work for real estate agencies?

Yes. Wenzy answers the property details you publish and books viewings in the agent's calendar, synced with Google Calendar.

How is each inquiry routed to the right advisor?

Each advisor has a calendar and services in Wenzy. Based on the topic, Wenzy offers the slots of whoever handles that area.

How much does it cost for a small firm?

Essential costs US$49 per month for up to 2 professionals and Professional US$99 per month for up to 5, with Instagram included.

Try Wenzy

Let Wenzy fill your calendar while you serve customers

Set up your calendar, connect WhatsApp, Instagram and Messenger, and test the flow with real customers for 14 days.