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The AI Call Agent for CA Firms: A Brief Before the Call and a Clean Record After It

It does not speak to your clients. It prepares the person who does. In a practice that matters more than in most businesses, because the client is buying a relationship with a named partner and would notice immediately if a machine rang instead. What it does is remove the twenty minutes of reading before a difficult call and the note that never gets written after an easy one, both of which are the first things to go in the weeks around a filing date.

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Rushed notes in season, and the call that needs an hour of preparation

Forty chase calls in a day produce forty notes that read sent, will send, or a single tick. Six weeks later nobody can tell which client actually committed to a date and which one was politely getting off the phone, so the next round of calls starts from the same blank page as the first.

At the other end of the range is the call a partner has been putting off. Raising a fee that has not moved in four years means reconstructing what the engagement covered then, what has been added since, and what was said the last time it came up. That reconstruction takes longer than the call, so it is scheduled for a quiet week and the quiet week does not arrive.

Preparation before, structure after, a date on the next step

Before the call, a short brief pulls together the engagement, what is still outstanding, the fee history and the last thing the firm promised this client, in something a partner reads in ten seconds while the phone is ringing.

After it, the three words an article typed become a readable summary on the client record, with a suggested next step and date to accept or change. Promises that were made and never kept are surfaced, which in a practice is usually the call back offered in the last week of a cycle and forgotten in the first week of the next. Nothing goes to a client until a person approves it.

More on the capability itself: AI Call Agent. More on this industry: CRM for CA firms.

The fee conversation, finally made

A partner has fifteen minutes between two client meetings.

  1. 1The brief shows the current fee, when it last changed, and the work added to the engagement since.
  2. 2It also shows what was said the last time fees came up, taken from the note after that call.
  3. 3The call happens. The partner types two lines afterwards and they become a structured record.
  4. 4A suggested next step, a revised proposal to send this week, is accepted with a date attached.

Priced at ₹899/user/month + GST on annual billing, or ₹1,099/user/month + GST month to month, with no seat minimum. A free plan with one user and 200 leads runs indefinitely, so the trial is the product rather than a countdown.

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Run it once, with real records

The fastest way to judge this is to put twenty of your own records through it. Start on the free plan and decide afterwards.

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