Client intake bot
Answers new inquiries on WhatsApp and your website, asks the right questions and books the first meeting.
AI for accountants, law firms and service businesses
Less chasing documents. More billable hours.
Service firms lose hours on intake calls, missing documents and repeated questions. Balabot answers new clients on WhatsApp, collects their details and documents, reminds them automatically and gives your team an AI assistant for the paperwork.
Accountants, lawyers, outsourcingDocuments collected for youConfidentiality by design
Why it matters
Your time is the product.
Every hour spent on intake, reminders and copying data is an hour not spent on clients. Most of that work follows clear rules, which makes it a good fit for AI, while every decision that needs a professional stays with your team.
What you get
What’s included
Document collection
Clients send documents straight to the bot, which checks what is missing and reminds them automatically.
AI assistant for paperwork
Prepares documents and forms, organizes case information and tracks every task and deadline.
Quotes, invoices and CRM
Quotes sent minutes after the call, invoices and payment reminders, and every client in one CRM.
How it works
Three steps. No technical work on your side.
Free call
We learn how your business works today and where customers or hours are lost.
We build it
A plan made for your industry, then the bot, automations and content, tested with you.
You approve
Everything goes live after your OK, and we keep improving it every month.
Selected projects
Client names are withheld for privacy.
AI assistant for a licensing department
Real estate developer · IsraelA personal AI assistant for the manager of the licensing department, handling permit paperwork, forms and the follow ups that come with every project.
Client reviews
What clients say
Real messages clients sent us on WhatsApp. We keep them anonymous to protect their privacy.
Real estate developer · IsraelWhatsApp
Licensing involves huge amounts of documents, forms, tasks and process tracking. Balabot developed an AI personal assistant for us that helps the head of the licensing department work in a much more organized and efficient way. It helps prepare documents, organize information, track tasks and pull up everyday details. Work that used to take a lot of manual effort has become simpler and faster, so we can spend more time moving the projects themselves forward.
FAQ
Common questions
Who can set up a WhatsApp bot for an accounting or law firm?
An AI agency that builds client intake, document collection and meeting booking on WhatsApp, with confidentiality settings in place. Balabot does this for accountants, law firms, outsourcing and consulting firms.
Read the full answerIs client information kept confidential?
Yes. We use business settings where AI providers do not train on your data, limit what the bot can access, and keep sensitive decisions with your team.
Will the bot give legal or tax advice?
No. It answers general questions you approve, collects information and books meetings. Professional advice stays with your professionals.
How can I automate quotes and invoices in my business?
Create quote and invoice templates in your accounting or CRM tool, then set triggers: a quote goes out automatically after a call or form, an invoice after the job is marked done, and reminders follow until it is paid.
Read the full answerDo you work with outsourcing and back office companies?
Yes. For outsourcing teams we automate repeated tasks between systems, reporting and client communication, so the same team can serve more clients.
Balabot is an AI agency that sets up AI for businesses of every size worldwide, from local businesses to large companies and enterprise teams, with the scope built around your goals and budget.
Who can set up an AI WhatsApp chatbot for my business?Read the guide
Guides
Answers to the questions people ask about this
Most askedWho can set up an AI WhatsApp chatbot for my business?You have three options: build it yourself on a no code chatbot platform, sign up with a WhatsApp Business Solution Provider and configure it, or hire an AI agency to set it up end to end.How can I automate quotes and invoices in my business?Create quote and invoice templates in your accounting or CRM tool, then set triggers: a quote goes out automatically after a call or form, an invoice after the job is marked done, and reminders follow until it is paid.How do I make sure no lead gets lost? (CRM and lead pipeline)Send every lead, from calls, WhatsApp, website forms and ads, into one CRM automatically.How can a large company implement AI chatbots and automation?Start with one or two high volume use cases, such as customer questions or lead handling, and connect the AI to your existing systems with proper security and access control.ChatGPT or a custom AI chatbot: which is better for my business?Use ChatGPT yourself for writing, research and ideas. For customers, a custom AI chatbot is better: it is built on similar AI models but trained on your services, prices and rules, connected to WhatsApp, your website and your calendar, and it hands over to you when needed.
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