For Professional Services

Your Expertise Is Valuable
Don't Waste It On FAQs

Lawyers, CAs, consultants - your time bills at ₹5,000/hour but you spend it answering 'What documents do I need?' Genie handles client intake and routine queries so you focus on billable work.

Client intake automation - qualify leads before you speakDocument collection - get paperwork before consultationsAppointment scheduling - clients book directly
The Challenge

Professional Services Challenges

Discover how AI transforms traditional workflows and solves critical pain points.

Time Is Money

Every hour spent on admin is billable revenue lost. Client intake, document chasing, scheduling - these tasks don't need your expertise.

📞

Unqualified Inquiries

You take a call, spend 20 minutes, realize it's not your practice area. Or the client just wanted free advice. No way to filter before engaging.

📄

Document Chase

Clients never send documents on time. You remind them manually. Projects stall waiting for paperwork that should have arrived days ago.

Proven Results

Impact at Scale

5hrs
Weekly Time Saved
70%
Lead Qualification
2x
Client Intake
24/7
Availability
Capabilities

Powerful Features

Everything you need to transform your professional services operations

📋

Client Intake

  • Initial query assessment
  • Service matching
  • Budget qualification
  • Timeline understanding
  • Conflict checking
📄

Document Collection

  • Document checklists
  • Secure upload portal
  • Reminder automation
  • Status tracking
  • Verification assistance
🗓️

Appointment Management

  • Calendar integration
  • Consultation booking
  • Automated reminders
  • Video call setup
  • Rescheduling handling
💬

Client Communication

  • Status updates
  • Query responses
  • Document sharing
  • Deadline reminders
  • Follow-up automation
💰

Billing Support

  • Fee structure sharing
  • Invoice delivery
  • Payment reminders
  • Receipt generation
  • Payment link sharing
🔒

Confidentiality

  • Secure conversations
  • Client privilege maintained
  • Data encryption
  • Access controls
  • Audit trails
Ecosystem

Seamless Integrations

Connect with your existing tools and workflows effortlessly

📅
Google Calendar
💬
WhatsApp
📧
Email
💳
Razorpay
📁
Google Drive
🔗
Calendly
📊
CRM Systems
📝
DocuSign
FAQ

Frequently Asked Questions

Get answers to common questions about Genie for Professional Services

How does client intake work?

Genie asks qualifying questions, understands the client's needs, checks for conflicts, and routes qualified leads to you with complete context. You speak only to serious prospects.

Is client confidentiality maintained?

Yes, all conversations are encrypted and access-controlled. Attorney-client privilege and professional confidentiality standards are maintained.

Can it collect sensitive documents?

Secure document upload with encryption. Clients can upload IDs, financial documents, contracts - all stored securely and accessible only to authorized users.

How does scheduling work?

Genie connects to your calendar, shows availability, books consultations, sends reminders, and handles rescheduling. Clients book 24/7 without your intervention.

What about initial consultation fees?

Genie can collect consultation fees before booking. Payment links integrated with booking flow. No more no-shows for paid consultations.

Can it handle follow-ups?

Automated follow-ups for pending documents, upcoming deadlines, payment reminders. Clients stay informed without you manually chasing them.

Ready to Transform Your Professional Services?

Join thousands of companies already using Genie to revolutionize their operations.

No credit card required. 14-day free trial.