How to book consultations for lawyers, accountants and advisors by WhatsApp and phone with AI
How law, accounting and advisory firms or real estate agencies qualify inquiries and book meetings by WhatsApp and phone with AI without losing billable time.
In professional services, the advisor's time is the product. Every message answered by hand ("how much do you charge?", "what documents do I need?") is unbilled time. And every lead waiting until Monday for a reply is free to choose another firm.
What AI answers and what it doesn't
| Topic | Wenzy | Advisor |
|---|---|---|
| Reference fees and requirements | Yes | — |
| Hours and scheduling | Yes | — |
| Legal, accounting or financial opinion | No | Yes |
| Document review | No | Yes |
| Urgent cases | Hands off | Yes |
Use cases by business type
- Law firms: initial consultations by practice area (employment, family, corporate).
- Accountants: tax advisory and filing seasons.
- Real estate agencies: property viewings in each agent's calendar.
- Academies: trial classes and admission interviews.
- Insurance and finance advisors: discovery meetings.
Setup
- 1Define areas and advisors.Each advisor with their calendar and topics.
- 2Write the FAQs.Reference fees, documents and format.
- 3Separate in-person and virtual.If they use different hours.
- 4Define what is urgent.And who receives it.
Frequently asked questions
Does Wenzy give legal advice?
No. Wenzy shares general service information 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 with the agent.
Which plan fits a small firm?
Essential (US$49/month) for up to 2 professionals and Professional (US$99/month) for up to 5.
Does the assistant answer calls from prospects?
Yes. The voice agent answers 24/7, identifies the service type, books the first meeting in the advisor's calendar and leaves the call summary in the contact's conversation.
TRY WENZY
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