Chatorq
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For lawyers, accountants & consultants

Serve more clients in the same hours

A WhatsApp AI agent schedules consultations, follows up on cases, and answers common questions. Your professional practice on autopilot.

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Automated consultation scheduling

Clients can schedule meetings or consultations directly via WhatsApp at any time. The agent checks your availability, confirms the appointment, and sends relevant details like address, required documents, or a video call link.

Client and case follow-up

The agent maintains the thread for each client: contact details, case status, pending next steps. When a client writes in, the agent already knows who they are and what stage their case is at.

Document management

The agent can request documents from clients, remind them of pending paperwork, or send them checklists of what they need to provide. Fewer missed items, faster processes — without additional phone calls.

Professional communication campaigns

Alert clients about regulatory changes, tax deadlines, contract renewals, or other relevant events. The AI agent personalizes each message based on the client's profile and engagement history.

Real use cases

First contact with a new prospect

A prospect finds your firm on Google and messages you on WhatsApp. The AI agent welcomes them, asks pre-qualifying questions, and books an initial consultation — before you even see the message.

Prospect: 'Hi, I need legal advice about an employment issue' Agent: 'Hello! Thanks for reaching out to [Legal Firm]. To point you in the right direction — is this about a current workplace situation or have you already been dismissed?' Prospect: 'I was just let go' Agent: 'I understand. Our team can help. When can we schedule an initial 30-min consultation? We have availability Tuesday at 3:00 PM and Wednesday at 10:00 AM.'

Tax deadline reminders for accounting clients

The agent automatically sends tax filing reminders to accounting clients, personalized according to each client's category and specific obligations.

Agent: 'Hi! Reminder: your Q1 VAT return is due next Friday, April 20th. To avoid penalties, we need you to send us your purchase and sales invoices by Thursday. Are they ready?' Client: 'Yes, I'll send them now' Agent: 'Perfect, received. We'll take it from here.'

Case status update without a phone call

A client wants to know the current status of their case without calling the firm. The AI agent has access to current case information and responds immediately with the relevant update.

Client: 'Any news on my case?' Agent: 'Hi! Case #4521 is currently in the response-to-complaint phase. The hearing has been set for May 28th. We'll notify you as soon as we hear back from the court. Is there anything else you need?'

Frequently asked questions

Can the agent access confidential client information?
The agent only accesses information you explicitly authorize it to share. It will never disclose one client's sensitive data to another. You configure exactly what information the agent can provide and what must be escalated to a professional.
Is it suitable for firms with multiple professionals?
Yes. The agent can manage schedules for multiple professionals and route each inquiry to the appropriate specialist based on case type or area of practice.
Can the agent give legal or accounting advice?
No. The agent does not provide professional advice. It is configured to handle operational questions (hours, documents, case status) and escalate substantive inquiries to the professional. This protects your professional liability.
Can I customize the agent's tone to sound more formal?
Yes. The agent's tone, vocabulary, and communication style are fully configurable. For legal or accounting firms, we recommend a formal but approachable tone that reflects the seriousness of the service.
How does it integrate with my CRM or client management system?
Chatorq integrates with the most commonly used CRMs for independent professionals and firms. If you use a custom tool or even a spreadsheet, we can also sync information via webhooks or periodic imports.

Serve more clients in the same hours

A WhatsApp AI agent schedules consultations, follows up on cases, and answers common questions. Your professional practice on autopilot.

No credit card. Set up in 5 minutes.

Start free