Professional Services

Automate the admin,keep the advice human.

Nautix handles client intake, document collection, scheduling, and reminders on WhatsApp so your team can focus on billable work. Advice and anything matter-specific goes to your people, and every conversation stays in one inbox where they can step in at any time.

Nautix handling a client intake conversation on WhatsApp

Trusted by leading teams across Kenya

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Your fee earners spendhalf their day on admin.

Chasing intake forms, collecting documents, booking and rebooking consultations, answering “how much” and “when can we meet”. It is unbilled time that pulls your best people away from the work clients actually pay for, and slow replies quietly send new enquiries to a competitor.

Admin eats billable hours

Scheduling, chasing paperwork, and answering routine questions take time no one bills for.

Clients arrive unprepared

Missing documents mean the first meeting is spent collecting what should have come before it.

New enquiries go cold

A prospective client asks about a service, waits, and instructs whoever replied first.

Professional firm losing billable hours to admin

Turn an enquiry intoa booked consultation.

A prospective client messages your number, and the Nautix AI Agent answers service and fee questions, understands what they need, and books a consultation, day or night, so a new enquiry becomes a meeting instead of a missed call.

1

Answers service and fee questions

What you do, how you charge, and what to expect, from your own content.

2

Understands the need

Captures the nature of the enquiry so the right person is ready for it.

3

Books the consultation

The client picks a slot without a back-and-forth.

Every enquiry lands in your team inbox, and a fee earner can take over any conversation with one tap.

Nautix answering a client enquiry and booking a consultation

Walk into the meeting withthe paperwork already done.

Nautix runs the intake in the chat, collects the documents you need for that service, and nudges anyone who stops partway, so the first meeting is spent on advice, not on chasing forms.

1

Guided intake in chat

The client answers the intake questions in WhatsApp, at their own pace.

2

Documents collected in-thread

IDs, statements, and records uploaded without an email chain or an office visit.

3

Nudges the ones who stall

A gentle reminder brings incomplete intakes to the finish.

Your team reviews every intake in the inbox and steps in whenever a client needs a person.

Nautix collecting client intake documents through WhatsApp

Fewer no-shows,fuller calendars.

Nautix books consultations into your team's availability and runs a reminder sequence so slots do not go to waste. If a client needs to move, they reschedule in one tap and the slot reopens for someone else.

1

Books into availability

The client picks a real open slot with the right person.

2

Reminders that cut no-shows

A confirmation on booking and a reminder before the meeting, each with one-tap reschedule.

3

Freed slots get reused

A reschedule reopens the slot instead of losing the hour.

Your consultants see every booking against their diary and can jump into any thread from the inbox.

Nautix booking a consultation and sending reminder sequences

Keep clients informedand coming back.

Nautix keeps clients updated on progress, sends invoice and payment reminders, and re-engages past clients with the right message at the right time, so relationships and revenue do not depend on anyone remembering to follow up.

1

Progress updates in-thread

Clients hear where their matter or project stands without chasing.

2

Invoice and payment reminders

Reminders before each due date, with instant confirmation once paid.

3

Re-engagement planned with AI

Describe a renewal or check-in campaign in plain language and Nautix drafts the audience, timing, and message.

Your team approves every campaign before it sends, and handles anything matter-specific.

Nautix sending progress updates, invoice reminders, and re-engagement campaigns

Nautix handles the admin.Your people give the advice.

Nautix handles the high-volume admin of intake, scheduling, documents, and reminders, and the moment a conversation calls for advice or matter-specific judgment, the thread lands with your team, with the full history attached. You decide where the line sits, and every conversation, automated or human, lives in one shared inbox your team controls.

Nautix resolves

Autonomous, instant tier-1 resolutions

AI Agent
  • Service and fee questions
  • Client intake and document collection
  • Consultation booking and reminders
  • Progress updates and invoice reminders
  • Re-engagement campaigns

Routes to your team

Full context dispatched instantly

Your team
  • Professional or legal advice
  • Matter-specific judgment
  • Disputes and complaints
  • Confidential or sensitive specifics
  • Anything the AI is unsure of

What less admindelivers

Instant Response
< 60s

First response to every new enquiry

Triage Efficiency
60–70%

Of routine client questions answered without a fee earner

Retention
30–45%

Fewer no-show consultations with reminders

Growth Velocity
2×–3×

More complete intakes before the first meeting

Frequently askedquestions

  • No. Nautix handles admin: enquiries, intake, documents, scheduling, and reminders. Any request for advice or matter-specific judgment is routed to your team, with the full conversation attached.

  • Document capture, storage, and security are scoped per deployment. Contact us to discuss the controls your practice requires.

  • Scheduling is scoped per deployment. Contact us to confirm whether bookings write to your practitioners' calendars or live inside Nautix.

  • Confidentiality and access models are scoped per deployment. Contact us to discuss what your practice requires.

  • Multi-practitioner routing is scoped per deployment. Contact us to confirm how this works for your firm.

  • Yes, with careful claims language. Nautix has a library of approved templates and helps you word client messages so they pass review.

Give your fee earners their time back.

Book a demo and bring whoever runs operations and client service. We will show you a live enquiry taken through intake and a booked consultation on your own services.

No credit card · 30-day free pilot · Cancel anytime