Around INR 58K a month leaks when follow-up is slow.
Faster response and clearer next actions recover leads that already found you. The point is simple — the leads are real; the discipline is what changes.
ILLUSTRATIVE — CONSERVATIVE INDUSTRY MATH, NOT A GUARANTEE OR A MEASURED RESULT.
Not a generic CRM. A workflow tuned to ca firm.
Frame the matter
Capture nature of work, statutory deadline, and document readiness.
Offer a consultation
Move the enquiry to a scheduled professional consultation.
Build retainer
Where ongoing, propose a monthly compliance and advisory engagement.
One question per screen. Contact details last.
The live form walks leads through these exact steps. Each tap qualifies the inquiry before your team calls back.
What do you need help with?
Is there a deadline involved?
Statutory deadlines are prioritised.
Are the documents ready?
Is this for a business or yourself?
Then an optional note — and contact details last.
Leads answer the useful questions first and share name and phone at the end, so every inquiry arrives pre-qualified.
The assistant drafts the next message. The owner stays in control.
Nothing sends automatically — the owner approves every message.
The dashboard flags the leads most likely to slip.
Deadline matter without consultation
Statutory deadlines (notices, filings) require a prompt professional response.
Document-ready client stalled
A client with documents ready is ready for a scoped engagement.