CA, legal & consulting firms
Every consultation booked and every document chased, while your partners are with clients.
For chartered accountants, law firms, architects and consulting practices with partners, associates and admin teams of 20 to 200.
Srinivas Reddy
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Three workflows, end to end
1. The new-client call
A business owner calls about GST filing or a property matter while every partner is in a meeting. Mivo answers in Telugu, Hindi or English, captures the matter type and the deadline, and books a consultation with the right partner on the shared calendar. The enquiry carries the notes; nothing is promised on the call.
2. Document follow-ups and deadlines
Each engagement is a ticket with its documents due; the reminder to the client goes out from the firm's number on WhatsApp, and a deadline due this week is on the associate's list every morning. The partner sees what is blocked on the client and what is blocked on the team.
3. Fees, invoices and renewals
Retainers and filings are invoiced with GST from the engagement; payment links and reminders bring the outstanding down without a call from the accounts desk. Annual renewals come back as enquiries a month early.
What the template sets up
An engagements pipeline (Enquiry, Consultation booked, Proposal sent, Engaged, Delivered, Renewal due), ticket types for documents, filings and client requests, appointment types for consultations, and FAQ starters on services, fees and timelines.
A note on client calls
Calls about an existing engagement are service calls under TRAI rules; calls to new prospects stay within the enquiry window or recorded consent. onemivo stores both with the contact.