Professional Services
Convert inquiries and automate repetitive client communication.
CA firms, agencies, consultancies, and local services spend hours answering the same questions, chasing documents, and sending reminders. Nexus Connect automates the repetitive parts so your team focuses on client work.
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Claude Sonnet • 17 tools • 3 rules
The Challenges
Sound familiar?
Potential clients message on WhatsApp but your team is too busy to respond quickly
The same 20 questions get asked every week — compliance deadlines, service fees, document requirements
Document collection is a back-and-forth nightmare across email and WhatsApp
Appointment scheduling requires phone calls and manual calendar checking
Follow-up reminders for deadlines, payments, and renewals are missed regularly
No way to track which inquiry converted and which dropped off
How It Works
The workflow, step by step
Inquiry comes in
Client messages on WhatsApp, Instagram, or your website. Message arrives in the unified inbox regardless of channel.
AI answers FAQs
AI agent handles common questions — service fees, timelines, requirements. Responds in your firm's professional tone.
Intake form via Flow
WhatsApp Flow collects client details — name, company, service needed, timeline. No app downloads required.
Qualification + routing
AI qualifies the inquiry based on responses. High-value leads get routed to a partner. Routine requests stay with AI.
Automated reminders
Compliance deadlines, payment due dates, and document requests go out automatically via scheduled templates.
Ongoing communication
All client communication stays in one thread. Team members see full history. Internal notes keep context without exposing it to clients.
Recommended Products
Your stack for this workflow
See the professional services workflow live.
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