Genie for Professional Services
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.
Request a demo→Client intake automation - qualify leads before you speak
Document collection - get paperwork before consultations
Appointment scheduling - clients book directly
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
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.