Solutions

Every enquiry, qualified before you call.

For accountants, lawyers, consultants and agencies. Helpawy answers prospective clients from your own website, and takes their details with a summary of what they need.

I’ve just gone self-employed. Can you do my tax return and bookkeeping?

Yes. We do both for sole proprietors, with a fixed monthly fee that includes your tax return. Can I take your name and email so one of the team can arrange a free call?

Ava Collins, ava@example.com

Thanks, Ava. One of the team will email you to arrange a call this week.

Ava Collinsava@example.comHot

New sole proprietor, wants tax return and bookkeeping.

Type
Sole proprietor
Needs
Tax, books
Status
New

What prospective clients ask first.

  • Do you work with sole proprietors?
  • What are your fees?
  • Is the first call free?
  • Do you work remotely?
  • How quickly can you start?
  • Which industries do you specialise in?

Better enquiries, less back-and-forth.

  1. Answers from your service pages

    Services, fee structure, process and who you work with, answered using your website and the brochures you upload.

  2. Asks your qualifying questions

    Add your own questions, like the type of business or the deadline, and it asks them once it has the contact details.

  3. Hot leads first

    Each enquiry arrives with a summary of what they need and how ready they seem, so partners call the right people first.

Questions from firms

Will it give advice?
It answers only from what’s on your website and in your documents. If you don’t publish advice, it won’t give any. It can take the visitor’s details so a professional can follow up.
Can several people share the leads?
Yes. Invite your team, assign each lead to someone, and keep notes as you go. Assignees get an email.
What happens to our clients’ details?
We use them only to show them to you, never for our own purposes, and we never sell them. Read our Privacy Policy for the details.

Set it up yourself. No code.

Enter your website, add any brochures or fee guides, and paste one snippet into your site. No developer needed.

Let your website start the conversation.

Start your free trial with the website you already have.

Free trial. Nothing to install on your site until you’re ready.