Handle the Front Desk Questions, Keep the Case Questions With You
People message at all hours to ask about consultations, fees for a meeting, documents to bring and your office timings. A Flowlines agent answers those practical questions on WhatsApp, Instagram and your website, takes the consultation request and hands every question about a case, a visa route or an outcome to your team.
No website? Get started without one
What Takes Up a Practice's Day
- Consultation requests arrive on WhatsApp, Instagram and the website, and some are answered days later.
- Case questions sometimes get answered casually on chat, which is not where advice should happen.
What a Conversation Looks Like
Your agent uses your own office details and follows the rules you set — it never comments on a case.
Read the full example conversation
- CustomerHi, I want to apply for a work visa for Canada. Can you tell me if my profile is strong enough?
- Flowlines agentThanks for getting in touch. I can't comment on individual profiles — that needs a consultant who can look at your details properly. Would you like to request a consultation? I can tell you how they work and what to bring.
- CustomerYes please. What should I bring?
- Flowlines agentPlease bring a photo ID and any documents you'd like the consultant to see. Our consultation guide lists the usual ones. I've passed your consultation request to the team, and they'll reply here with a time.
- FlowlinesConsultation request added to the pipeline · Assigned to a consultant with a summary
Ready on Day One for Immigration, visa & legal
Pick this industry at sign-up and your workspace starts with this set. Everything is editable.
- An AI agent (Front desk assistant), 5 forms, 7 WhatsApp drafts and the Consultations and clients pipeline.
- 8 automations. Each one starts off — you switch it on.
See everything in the pack
Your AI agent: Front desk assistant
Answers practical questions about your office hours, how consultations work and what to bring, from your business profile, takes consultation requests, and hands every question about a specific case, visa route or outcome to your team.
Automations (8)
Each one starts off — you switch it on.
- Reply to consultation requestsWhen the consultation request form is filled in, confirm on WhatsApp, to the number on the form, that the request was received. The new contact appears in your pipeline for the team to confirm a time.
- Consultation reminderReminds the contact a day before the time in their Consultation field. Your team fills in Consultation when confirming the slot.
- Follow-up task after a consultationA day after a contact is moved to Consultation done, remind the consultant to follow up with the written next steps and fees. Sends nothing to the contact. Your team moves the contact to Consultation done after the meeting.
- Document list: update and taskWhen a contact is moved to Documents requested, create a task to send the client their document list and tell them on WhatsApp that it is on its way. Your team moves the contact to Documents requested once the consultant has decided what is needed.
- Review request after a matter is completedA day after a contact is moved to Matter completed, and only if they are still there, ask clients who opted in to WhatsApp updates for a review of their experience. Your team moves the contact to Matter completed when the work is finished; refused or withdrawn matters go to Not proceeding and are never asked. Lawyers and licensed advisers: check your regulator's rules on advertising and client reviews before turning this on.
- Alert the team when an enquiry is waitingIf a message has had no reply for 15 minutes, leave a note that @mentions the assigned teammate, or flags it as unassigned. Never reassigns.
- Follow up when a contact goes quietIf your last message in a WhatsApp conversation has had no reply for a day, send one check-in (an approved template, since the 24-hour chat window may have closed) during daytime hours. Stops if they reply.
- Reply to new enquiry formsWhen someone fills in your enquiry form, confirm on WhatsApp, to the number on the form, that you have it. The new contact appears in your pipeline for the team to follow up.
WhatsApp message templates (7)
Drafts you send to Meta for approval.
- Legal consultation request receivedConfirms a consultation request form was received.
- Legal consultation reminderConsultation reminder, sent the day before.
- Legal documents requestedTells a client their document list is ready and will be shared by the team.
- Legal client reviewAsks a client for a review once their matter is completed.
- Enquiry receivedConfirms an enquiry form was received.
- Open request check inFollows up on an open enquiry when the 24-hour chat window has closed.
- Something newAnnounces a new service or offering to contacts who opted in to updates.
Forms (5)
- Consultation request
- Speak to a consultant
- Enquiry
- Call-back request
- Feedback
Pipeline: Consultations and clients
- 1. New enquiry
- 2. Consultation booked
- 3. Consultation done
- 4. Documents requested
- 5. Active client
- 6. Matter completed
- 7. Not proceeding
19 quick replies
Saved answers your team can drop into any chat.
From Sign-up to Live in Three Steps
Build my agentYour business knowledge
- 01
Start with your website
Flowlines drafts your practice's profile from it: services, office hours, consultations.
- 02
Check what it learned
Confirm the profile. The agent only uses what you confirm.
- 03
Test it, then go live
Test the agent, connect your channels, switch on automations.
How It Works for a Practice
- 01
Every enquiry in one inbox
WhatsApp, Instagram, website chat and your consultation form, in one place.
- 02
Practical questions answered
Office hours, how consultations work and what to bring.
- 03
Case questions handed over
Anything about a case goes to your team; the agent never assesses.
- 04
Consultations and follow-up
Reminders before the consultation, and a next-steps task afterwards.
What Your Practice Gets
Rules you control
Every case question goes to a person; you set the topics.
Day-before reminders
Once your team sets a consultation time, the client is reminded.
Document lists sent by your team
Your consultant decides what is needed; a task sends the list.
Nothing left waiting
Unanswered enquiries @mention the assigned teammate.