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AI for Professional Firms · CA Practices · Advocate Offices · Consulting

Your firm runs on your memory.
That’s the problem.

You know which client’s deadline is next week. You remember which matter hasn’t moved in a month. You notice when a bill hasn’t been followed up. Nobody else does. The firm is profitable — but only because you’re carrying it.

Live in 14 days. No CRM your team will abandon. No chatbot that confuses customers. Just AI that fits how your business already runs.
What’s quietly costing you

Five things happening in your firm this week.

01 — A deadline almost slipped because you were in a meeting

ITR filing for a key client. Due date: Friday. Your article clerk assumed someone else was on it. You caught it Thursday night because you keep a mental calendar that nobody else has access to. Next time, you might not catch it.

One missed deadline = client trust you can’t buy back
02 — An invoice is 47 days overdue and nobody followed up

Your billing team sent the invoice. The client didn’t pay. Nobody chased. You found out when you reviewed the ledger — a month and a half later. Meanwhile, you paid your team’s salaries out of cash flow that should have been collected.

₹3–8 lakh/year sitting in unpursued receivables
03 — A client is unhappy and you don’t know yet

They sent an email last week with a question. Your junior replied but didn’t quite address it. The client didn’t follow up — they just went quiet. You’ll find out they’re upset when they don’t renew. Or when they ask for their files.

₹1–3 lakh per lost client × clients you’re silently losing
04 — Document requests sitting in someone’s inbox

You asked a client for PAN copies and bank statements two weeks ago. They sent one. The other is still pending. Nobody escalated. The file sits incomplete. This is happening across 15 clients simultaneously and the only person tracking it is you — in your head.

5–10 hours/week of principal time spent as a human tracking system
05 — Your firm can’t function when you take leave

Last time you took three days off, you came back to a queue. Deadlines were almost missed. A client called twice with no response. Your team isn’t incompetent. They just don’t have access to the system that runs everything — your brain.

When was your last real holiday?

Imagine this Friday.

A client calls to thank you for the reminder about their advance tax deadline.

Your team sent it automatically three days ago. You didn’t know it went out.

Another client’s document request escalated itself after 7 days of silence. The documents arrived this morning. Nobody had to chase.

Your billing follow-up ran on Tuesday. Two payments cleared overnight.

You’re leaving the office at 6:30. Your phone has three notifications. None of them need you.

What we build for professional firms

What your practice looks like after the Deep-Fit Method.

Client communication tracked and followed up automatically.

Every email, WhatsApp message, and request logged. Nothing falls into the gap between “sent” and “replied.” Escalation triggers if a client goes quiet.

Deadlines that don’t depend on your memory.

Automated reminders — to your team and your clients — triggered by due dates. Not by someone remembering. Configurable escalation if action isn’t taken.

Billing follow-ups that run on schedule.

Invoice sent → reminder at 7 days → follow-up at 15 days → escalation at 30 days. Automatic. Consistent. No awkward phone calls.

Document requests that escalate themselves.

Client asked for documents. They sent half. The rest gets a gentle reminder at 5 days and a firm nudge at 10. Your team only sees it when intervention is actually needed.

How it works.

Step 01 — Map

30-minute diagnostic.

We walk through your client lifecycle, billing process, and compliance workflow. You get a scored report. Free, yours to keep.

Step 02 — Fit

Built into your existing tools.

We build into WhatsApp, email, and your existing accounting tools. Tally, Zoho, Google Workspace — whatever you use. No new software.

Step 03 — Run

Live in 14 days.

Full build in 2–4 weeks. Monthly optimization after that.

A client called to thank you for the follow-up.
Your team sent it three days ago. You didn’t know.

30 minutes. No pitch. No prep. We’ll show you what your firm looks like running without you.

Free · No obligation · hello@solvtree.com · 022 6423 6215