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Book consultations. Chase documents. Stop the follow-up spiral.

For chartered accountants, lawyers and consultants, the work is not the bottleneck — chasing clients for documents is. Cualify books consultations, runs document reminders, and keeps every client's status in one place.

“Filing season is ninety percent reminding people to send you their papers.”

Get startedTalk to us about professional services
Filing seasonWhen the chasing becomes a full-time job
Billable hoursCurrently spent on admin, not advice
One recordEvery client's status, without a spreadsheet

Industry ranges from published research on Indian businesses, not Cualify customer results.

How it runs

One sequence, start to finish.

  1. CallingNew client rings. The agent explains services and fees.
  2. AssistantBooks a consultation into your real availability.
  3. AssistantSends the document checklist on WhatsApp.
  4. AssistantChases what has not arrived, on a schedule, politely.
  5. CRMShows you which clients are complete and which are not.

What you need

The products that matter for professional services.

Assistant

Early access

A receptionist who books, reminds and never forgets.

Calling

Available now

Answer every call. Make the ones you never get to.

CRM

Coming soon

Your customer book, filled in by your agents.

The question everyone asks

Client matters are confidential. Where does the data sit?

In Mumbai. Recordings and records are stored in Indian data centres under a retention policy you set, every privileged action is written to an audit log, and Cualify is built to the DPDP Act rather than retro-fitted to it. Our security page documents every sub-processor that touches your data.

Five working days from sign-up
to your first AI worker.

From ₹999 a month. No setup fee, no per-user billing, 15-day money-back guarantee. Bring your own playbook or use one of ours.

Get started — from ₹999Book a 15-min call