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Video and Media ProductionBrand films, reels and content at speedBranding and StrategyPositioning, messaging, identity and guidelinesEmail CreationEmails people open, read and buy fromWeb DevelopmentWebsites and landing pages built to sellApp DevelopmentMVP to store-ready, fixed price and date
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doTask ChatbotTalk to the AI AgentAsk it anything about doTask — it answers from our own pages and hands over to a person when it should.Open the chat →Book a demo
Professional services

An assistant for consultants, accountants and law firms

A consultancy, accounting practice or law firm gets the same first questions every week. What do you charge? Do you handle SST registration? Can we meet next week? doTask answers from your own material, asks the questions a partner would, books the consultation, and passes the matter to a person.

Zack Lam
Authored by Zack LamFounder, doTask
Start free · no cardBook a demoPricing
Two consultants working through a plan
WhatsApp for professional services
Other industriesClinics and dentistsSalons and barbersRestaurants and cafésFitness and studiosEducation and tutoringRetail and e-commerceReal estate

What customers ask

  • What do you charge for monthly bookkeeping?
  • Do you handle company incorporation?
  • Can I book a call with a partner this week?
  • What documents should I bring?
  • I need to speak to someone about a dispute.

An example

Example conversation. The names and prices are made up.

Hi, we're a small trading company. Do you do monthly bookkeeping and SST filing?

Yes, we handle both. Monthly bookkeeping starts from RM 400, depending on the number of transactions. A consultant confirms the exact fee after a short call. Would you like to book a 30-minute consultation?

Yes, next Tuesday afternoon.

Next Tuesday, Farah Lim has 2:00 pm or 3:30 pm. Which works for you?

3:30

May I have your name and your company name?

Daniel Wong, Wong Trading Sdn Bhd

Booked: consultation on Tuesday at 3:30 pm with Farah Lim. Your code is P9D3XW.

First questions answered from your own material

Add your fee guide, service descriptions and FAQ under AI Agent → Knowledge → Data sources. A source can be pasted text, a website page, a file, a Notion page or a Google Doc. The assistant answers only from them. Rules keep it within bounds. Add a Never rule such as “Never give an opinion on a specific case; offer a consultation.” Add a Hand off when rule for anything that needs a professional's judgment.

Qualify before a partner's time is spent

A question set asks your questions one at a time: the type of matter, the company size, the deadline. It records every answer on the client's profile, then tags a qualified client and hands off, or carries on. There is a Loan pre-qualification template for finance firms.

Consultations on each consultant's calendar

Choose Agency, consulting, coaching under Your industry. It sets meetings with a consultant, a day's minimum notice, and buffers between calls. Connect each consultant's Google Calendar so busy times there are never offered.

  • Charge for a consultation with a deposit or the full price through your own Stripe account.
  • Put the booking page on your own domain, such as book.yourfirm.com.

Email and your website form

Connect your mailbox under Settings → Email and every email becomes a ticket. By default the AI Agent drafts a reply for your team to send, edit or dismiss. Your website's contact form can post into the same inbox. Routing sends handoffs to a department, such as Tax or Corporate.

Setting it up

  1. Bookings → Settings → Your industry → Agency, consulting, coaching.
  2. Bookings → Resources → New for each consultant, then Connect Google.
  3. Bookings → Services → New: a consultation with its length, price and buffers.
  4. AI Agent → Knowledge → Data sources: add fee guides and service pages.
  5. AI Agent → Behavior: add Rules and a Question set.
  6. Settings → Email and Settings → Departments: connect the mailbox and your teams.
  7. Connect WhatsApp or the website widget, then press Publish bookings.

Step-by-step guides: Knowledge, Rules, Procedures, Calendar, Handoff, Payments.

Which plan

Growth (RM 299 a month) fits a firm with several fee earners: 5 seats, 10 staff calendars, 1,000 AI conversations and email from your own domain. A solo practice can start on Starter (RM 129 a month: 2 seats, 3 staff calendars).

Every paid plan can also be paid annually, with two months free.

All plans and prices · What Meta charges for WhatsApp

Questions

Will the assistant give legal or tax advice?

It answers only from the sources you give it. Add Never and Hand off when rules so anything that needs judgment goes to a person.

Does it answer email too?

Yes. By default it drafts a reply above the composer for your team. You can let it answer on its own. Complaints, refunds and “talk to a person” still wait for someone.

Can we charge for a consultation?

Yes. Connect Stripe under Settings → Payments and set a deposit or the full price on the service. The slot is held for 30 minutes while the client pays.

Can clients book a specific consultant?

Yes. Each consultant is a resource with their own hours. You choose whether clients pick one or get the first free.