The relationship belongs to the partner and the conversation belongs to a handset
In most practices the client's real contact is a junior. He messages them directly because they answered last time, which is reasonable for him and a structural problem for the firm. When that person rotates off the client or leaves at the end of their term, the history of what was asked for, what was sent and what was promised leaves with the phone.
It also produces two answers to one question. A client asks about a payment; one article says it went out, another says it is pending, because neither could see what the other had told him. And nobody can look at a client and say when the firm last replied, which is the question that matters when a client is quietly deciding to move.
One firm number, conversations that carry an owner
Every client writes to the practice's number, and each conversation is assigned to the person handling it, so two people do not answer the same query differently. Attachments a client sends land against the client record with the rest of the engagement, not in a personal gallery.
Internal notes let a partner add the fee context before a junior replies, without the client seeing any of it. When an articleship ends, threads are reassigned in bulk and the incoming person reads the history instead of asking the client to repeat himself. Access follows role, so staff see the clients they work on and the firm keeps the record when anyone leaves.
More on the capability itself: Shared Team Inbox. More on this industry: CRM for CA firms.
The bill that arrives at eleven at night
One message, and what happens to it by the next morning.
- 1The photograph reaches the firm's number and attaches to that client's record automatically.
- 2It is assigned to the article on that engagement, who sees it with the outstanding checklist beside it.
- 3She ticks the item, notes internally that two more bills are still awaited, and replies from the same thread.
- 4The partner opens the client before a meeting and reads the whole exchange without asking anyone.
One price, one plan: ₹899/user/month + GST on annual billing. The Free Forever plan carries one user and 200 leads with no card and no expiry, which is enough to run this workflow on your own data before anyone signs anything.
What else this team uses
Questions teams ask
Try it on your own data
Import a list, run the workflow above, and see what it looks like with your names on it. Setup takes 15 to 30 minutes.