Solutions
Law Firms, CA & Accounting Practices
Never miss a client enquiry again. Turn consultation requests into confirmed appointments.
Law firms and chartered accountants live by the calendar. The client who needs a GST consultation, a property verification or a divorce opinion often calls once and moves on if the first response is slow. NUWIZO helps law firms, CA practices, tax consultants and accounting professionals capture every enquiry, respond with trust, and book consultation appointments without relying on a full time receptionist.
The problem we keep hearing
Client enquiries come during court hours, audit season and filing deadlines when the office is overwhelmed. Missed calls become missed retainers. WhatsApp messages go unanswered and the potential client hires the firm that replied first.
How NUWIZO fixes it
NUWIZO acts as a professional front desk for your practice. The AI greets the caller, understands the service they need, explains the process and fee structure briefly, and books a consultation on your calendar. Documents can be requested on WhatsApp. Reminders are sent before the appointment and follow ups keep the relationship warm.
What you actually get
Every enquiry gets a prompt, professional response
Consultation appointments booked automatically on your calendar
Service categories and fee expectations clarified before the first meeting
Document requests sent on WhatsApp to speed up onboarding
Follow ups that turn one time consultations into long term clients
The playbook
Four moves that consistently move the numbers for law firms, ca & accounting practices.
Professional first response
The AI answers with the tone of your firm. It collects the service area, urgency and basic details so the lawyer or CA walks into the call prepared.
Appointment scheduling
Available slots are shown live and the client books the time. Reminders go out before the meeting so cancellations and no shows drop.
Document collection on WhatsApp
PAN, GST documents, property papers or case notes are requested before the consultation. The first meeting becomes productive immediately.
Retainer follow up
After the consultation, a soft follow up checks if the client is ready to proceed and answers the next question. Retainers become easier to close.
Questions we get asked
Is client data handled securely?
Yes. Data is stored on Indian servers with role based access. Your practice retains full control over what the AI can discuss and request.
Can the AI discuss legal or tax fees?
You control exactly what the AI says about fees. It can share ranges, explain billing models, or route the discussion to your team.
Does this work for solo practitioners and large firms?
Yes. A single CA or lawyer gets the same professional front desk as a multi partner firm. It scales with your enquiry volume.
Ready to run this playbook?
Book a call. We will walk through your funnel, benchmark your current numbers, and show you a live setup for law firms, ca & accounting practices in under thirty minutes.
Book a Demo