WhatsApp automation for CA firms, lawyers and consultants in India
"Can you do my GST filing?" at 9 pm on the 19th is a client if someone answers. Linkubit answers within a minute, asks what the matter is and for which entity, books the consultation, sends the document checklist and chases what is missing, reminds every deadline, and collects the fee in the chat — while every question of advice goes to a professional.
Linkubit answers a CA, legal or consulting enquiry on WhatsApp within a minute, captures the matter, the entity type, the urgency and the city, books a consultation at a time inside your hours, sends the document checklist and reminds about what is missing, reminds filing and compliance deadlines, quotes listed services at listed fees and collects them in the chat. It gives no tax or legal advice; a rule hands those questions to a professional before a reply exists.
Qualifies on
- Matter — filing, registration, audit, dispute, advisory
- Entity — individual, proprietorship, company, LLP, trust
- Urgency and any statutory deadline
- City and jurisdiction
- New client or existing, and who handles them
- Documents already available
None of this is hardcoded. It is a schema you edit, which is why a completely different business runs on the same system.
Advice stays with a professional
"Can I claim this?" goes to you, before a reply exists
A rule escalates on anything that asks for an opinion — tax treatment, legal position, what to do — and the assistant says a professional will answer. It explains your services from your documents, books, chases documents and reminds; it does not advise.
- Escalation fires on the topic, not on a keyword guess
- The handover carries the matter and the documents so far
Sales Agent
Internal note · good running volume, taking this one — Rohan
Rohan · took over
Deadlines that are not missed
Every statutory date is a field, and a reminder
GST returns, advance tax, ROC filings, renewals — dates on the client's record. A reminder goes before each with what is needed from the client, as a utility message about work they engaged you for.
- A reply reopens the conversation for the documents
- Silence is flagged to the partner handling the client
Step 1 · Introduction
Sent · opened twiceStep 2 · Case study
Sent · repliedReply received
“Interested — can you call Tuesday?”
Step 3 · Break-up email
cancelledAlso built for this market
The checklist that chases itself
One message lists every document with what it is for; a reminder names only what is still missing. A PDF in the thread is attached to the client's matter.
Listed services, listed fees
GST registration, ITR filing, trademark search — a catalogue with fees. The assistant quotes those and collects them in the chat; anything bespoke is priced by a partner.
One client, several entities
A client's company, their proprietorship and their personal filing are separate records under one contact, each with its own deadlines.
From enquiry to a filed return
What a client enquiry looks like when the first minute, the consultation, the documents and the deadlines are handled, and a professional handles the work and the advice.
Answered in a minute, matter captured
"GST filing for my shop?" is answered with the firm's name, the listed fee for that service, and two questions — proprietorship or company, and which month is due.
Qualified on what the engagement depends on
Entity, urgency, jurisdiction, documents at hand, existing accountant. A question of advice — 'should I opt for composition?' — goes to a CA before any reply.
The consultation
A time inside the partner's hours; the confirmation with the join link or the address; a reminder two hours ahead. The partner confirms.
Documents, chased once
The checklist in one message; two days later, only what is missing; a PDF in the thread attached to the matter. The fee collected in the chat when the engagement starts.
Filed, and the next date
The filing confirmation with the acknowledgement; the next statutory date already on the record; the reminder before it with what is needed.
The templates a firm sends
Four WhatsApp message templates for CA, legal and consulting firms — consultation booked, documents required, filing completed, and a compliance deadline reminder. Each is written the way Meta's review reads it.
| Template | Category | When it goes out |
|---|---|---|
| Consultation booked | Utility | Once a partner has confirmed the consultation time. |
| Documents required | Utility | Once an engagement starts and the matter needs documents. |
| Filing completed | Utility | When a return, registration or filing is done. |
| Deadline reminder | Utility | Before a statutory date on a matter the client engaged you for. |
Each template opens on its own page with the variables, a filled example and what Meta’s review objects to. Utility and authentication templates cost ₹0.115 a message in India, marketing ₹0.8631 — the pricing guide has the rest.
Questions firms ask
Will the AI give tax or legal advice?
No. A rule hands any question of opinion or treatment to a professional before a reply is written. The assistant explains your services from the documents you loaded, books, chases documents, reminds deadlines and collects listed fees.
Is client data safe?
Every message and document is scoped to your firm's workspace, nothing is shared with another business on the platform, and a client's data is erased on request. Documents are kept where the matter is, not in a chat export.
Can it remind every client's deadlines?
Each statutory date is a field on the client's record. A reminder goes before it with what is needed, as a utility message about work they engaged you for, and silence is flagged to the partner.
How are fees collected?
Listed services carry listed fees; a payment request goes in the chat with a UPI link through your own gateway, the receipt lands in the thread, and a bespoke engagement is priced by a partner.
Read next
Ready to put your sales on autopilot?
Start with the ca, legal & consulting firms setupOnboarding starts from this industry's description — edit it, and the workspace is configured from what you wrote. No card.