Enquiry and consultation follow-up
Capture requests and coordinate the consultation process. Keep replies, pending actions and responsibility visible to the people handling the prospective client.
Automation for Professional Services
We connect enquiries, consultation scheduling and client onboarding for professional service firms. Ryzolv manages the follow-up and administration around the work, while your team handles advice and client decisions.
Example Workflow
From an Enquiry to Accepted-Client Onboarding
A possible administrative workflow, distinct from the professional work delivered inside the engagement.
Capture the enquiry
Record the request and route it to the appropriate team.
Arrange a consultation
Coordinate scheduling and the agreed follow-up.
Confirm acceptance
The firm decides whether and how to take on the work.
Begin onboarding
Create approved tasks and request the required information.
Organise the Work Around the Engagement
Accounting, bookkeeping, consulting and advisory firms can share administrative needs without sharing the same professional workflow.
Onboarding administration
After the firm accepts the engagement, configure agreed tasks, document requests and reminders. Track what has arrived and what still needs attention.
Client communication
Organise appropriate reminders and ongoing contact around the relationship. Make the communication history available to staff handling the next conversation.
Automate Administration, Preserve Professional Judgment
Engagement acceptance, advice and regulated decisions remain with the firm. The setup defines access, message approval and what information is appropriate to request through each channel.
- Ryzolv
- Configure the administrative stages, reminders and reporting; monitor and improve the agreed process.
- Your team
- Accept engagements, approve requested information and communications, and deliver the professional work.
Questions About the Work
Is this the same as custom AI for financial work?
No. This page concerns client intake, scheduling and onboarding administration. Custom financial analysis and review systems sit within AI Engineering.
Can reminders follow missing onboarding information?
Yes, where the requested items and completion status are defined. We agree the timing and when staff should intervene.
Do all firms receive the same workflow?
No. We map the firm’s process, tools and responsibilities first, then configure the agreed administrative work.
What Would You Like to Automate?
Tell us about your business and the work you want to improve.