WhatsApp for CAs, consultants and professional firms
Client enquiries, consultation bookings, document requests and payment follow-ups in one organised workspace.
Professional firms spend much of the day on the same exchanges: a new enquiry, a request for documents, a reminder about a deadline, a pending fee. Done across personal phones, these conversations are hard to track and easy to forget. Karyagrah helps firms capture client enquiries, book consultations, collect documents, send deadline reminders and follow up on payments, with the whole team working from one shared inbox.
New client enquiries
Capture the nature of the enquiry and contact details, and route it to the right person.
Consultation bookings
Book consultations, confirm them in chat and send reminders.
Document requests
Ask clients for the documents you need and keep them with the conversation.
Deadline reminders
Send reminders for filing dates and renewals through approved templates.
Fee collection
Send payment links and follow up on pending fees.
Firm knowledge base
Let an AI agent answer common questions from the information you approve, without giving advice, and pass the rest to your team.
Frequently asked questions
Can clients send documents on WhatsApp?
Yes. Clients can send files and photos, which stay in the conversation for your team.
Can the AI agent give professional advice?
No. It answers general, approved information and hands over to a professional for anything that needs judgement or advice.
Can we send filing-deadline reminders?
Yes. Reminders are sent as approved templates and can be scheduled ahead.
Can several team members share a number?
Yes. A shared inbox lets the whole firm answer from one number, with assignment and internal notes.
Is client information kept private?
Message content is encrypted at rest and access is controlled by roles. You remain responsible for your own professional confidentiality obligations.