Your practice working
even when you're not.
Running a professional practice today means serving clients while handling calls, WhatsApp messages, filing deadlines, documents, invoices, renewals and new enquiries — often at the same time. The majority of those tasks recur daily and can be automated without replacing any of the tools you already rely on. Your practice management software, Google Calendar, Brevo, Stripe and tax platforms continue working as they always have; they are simply coordinated.
Frequently asked questions
How does Zerolagia automatically qualify leads for professional services firms?
A WhatsApp AI assistant answers enquiries 24/7, asks a predefined set of qualifying questions (matter type, urgency, budget), scores the lead and routes it to the right fee-earner — so only qualified prospects reach your team.
Can the system send automatic tax deadline reminders to clients?
Yes. Automated workflows read your client list and the relevant tax calendar, then send personalised reminders by WhatsApp or email at configurable intervals before each filing deadline — reducing last-minute pressure and missed dates.
How does automated client onboarding and e-signature work?
When a new client is accepted, the system sends an onboarding link, collects KYC documents and identity data via a secure form, and dispatches the engagement letter for e-signature — all without manual intervention from your staff.
Does Zerolagia integrate with accounting software like A3, Sage or Holded?
Yes. The automation layer connects directly to A3, Sage and Holded via API or file export to sync client data, create invoices and update matter records — eliminating duplicate data entry between your practice management and accounting tools.
How it is built, piece by piece
Everything on this page is made of the same pieces, and each one can be built separately and seen running before you decide:
How many enquiries do you lose each month?
Tell us how your practice operates and we will show you what makes sense to automate first — no obligation, no pressure.
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