The firm that
sells itself.sells itself.
AI qualifies every prospect, onboards clients, collects documents, sends invoices, and even handles festive greetings — so your team focuses on billable work.
New Enquiry
AI Case Intake
Extracted Details
Corporate Tax Filing
High — Deadline in 2 weeks
RM 3,000 – 5,000
Tax Advisory Team
Consultation booked
Tomorrow 10am · Tax Advisory Team · Zoom link sent
Built for every professional services workflow.
Consultation Booking
Prospect enquires
Lead arrives via WhatsApp — asks about services, pricing, or availability.
AI collects case type & urgency
Structured intake captures practice area, deadline, budget, and scope.
Available consultant matched
AI checks team availability and expertise, assigns the best fit.
Session booked + confirmation
Calendar slot locked, confirmation and meeting link sent via WhatsApp.
Client Onboarding
Engagement terms sent
Scope, terms, and fees delivered via WhatsApp. Client confirms by replying in chat.
Documents requested
AI sends a structured checklist — NRIC, financials, contracts, whatever the engagement needs.
AI tracks submissions
Every document received is logged. Missing items auto-chased on your configured schedule.
Onboarding complete
All documents in. Client notified. Team briefed. Billable work begins.
Billing & Follow-up
Invoice created
Generate an invoice from your fixed-fee package or custom amount — branded template, one click.
Sent via WhatsApp
Invoice PDF + payment link from your processor delivered in the client chat. One tap to pay.
Payment reminder auto-fires
Unpaid after 7 days? Polite reminder sent. Again at 14 and 21 days. You stop being the bad guy.
Festive greetings & nurture
Happy New Year, Hari Raya, Chinese New Year — scheduled greetings keep the relationship warm between engagements.
Your admin ran itself today.
Document chasers, status updates, invoices, even festive greetings — AI fires them so your team bills more hours, not admin hours.
Today's Auto-Actions
AI handled · no manual work
Ahmad Inc
Doc reminder sent — 3 items outstanding
Ling & Co
Status update: "Moving to review phase"
Tax Corp Sdn Bhd
Invoice RM 5,000 + payment link sent
Raj Consulting
Engagement renewal reminder — expires in 30 days
All clients (48)
CNY greetings scheduled for Jan 29
<0m
Average reply time
AI-powered first contact in seconds
0
Missed enquiries
Every prospect gets a response
0%
Fewer overdue invoices
Auto-reminders keep cashflow healthy
0/7
Client nurturing
Festive greetings + renewal reminders on autopilot
Frequently Asked Questions
Everything you need to know about Raion for professional services.
Law firms, accounting practices, tax advisory, audit firms, corporate secretarial, management consultancies, HR consultancies, financial planning, insurance agencies, and any practice-based business that qualifies prospects, onboards clients, and bills for expertise.
Yes. Legal, tax, audit, consulting — each practice area gets its own pipeline, intake questions, and team routing. Partners see the full firm; associates see only their assigned engagements.
The AI sends a structured checklist to the client. They reply with files directly in chat — PDFs, images, documents. Everything logs against the engagement record. Missing items auto-chased on your configured delay (e.g. 48 hours, 3 days — you decide).
Generate invoices from your fixed-fee packages or custom amounts using your branded template. Send via WhatsApp with a payment link from your own processor (Stripe, Billplz, or whichever). Auto-reminders fire at day 7, 14, and 21 if unpaid.
Yes. Schedule Happy New Year, Hari Raya, Chinese New Year, Deepavali, and Christmas greetings in advance. Send to all clients or specific segments. Great for staying top-of-mind between engagements — clients remember who reached out.