Scope tax and compliance work before the consultation.
Turn vague accounting inquiries into well-framed engagements — capture the matter, deadline, and documents so the firm can advise precisely.
Today's Command Center
CA firm
4
Hot leads
7
Follow-ups
Ready
AI drafts
Consultation
Initial professional consultation on your requirement.
GST / notice handling
Review and response for GST or tax notices.
ITR & filing
Income tax return preparation and filing.
Leak to fix
Statutory deadlines (notices, filings) require a prompt professional response.
ROI proof
INR 58K in monthly revenue can leak when follow-up is slow.
This is conservative industry math, not a guarantee. The point is simple: faster response and clearer next actions recover leads that already found you.
Statutory-deadline matters get a prompt consultation.
Inquiries/mo
40
Typical small team volume
Avg ticket
INR 12K
First booked service
Current booking
16%
Without disciplined follow-up
With Metamorp
28%
With command center behavior
Built for this workflow
Not a generic CRM repainted. 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.
Public form questions
The form asks what your team needs before calling back.
Each question improves qualification, reply quality, and booking speed.
What type of work do you need (tax, GST, audit, filing)?
Routes the enquiry to the right professional.
Is there a notice, filing, or statutory deadline?
Statutory deadlines define urgency and scope.
Are the relevant documents ready?
Document readiness makes the consultation productive.
Suggested WhatsApp reply
The assistant drafts the next message. The owner stays in control.
Ready to send
Revenue leak detection
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.
See the ca firm demo workspace.
Pre-seeded with tailored services, scoring signals, questions, messages, and revenue leak rules.