Every inquiry answered, and the consultation booked

Why firms lose clients before the first meeting

People look for an accountant, a lawyer or an immigration consultant when something is urgent: a deadline, a letter, a refusal. They contact two or three firms at once, and the first one that answers properly usually gets the consultation.

Your best hours are spent with clients, which is exactly when new inquiries come in. A call goes to voicemail, an email waits until the evening, a web chat gets no answer at all. None of that looks like a lost client, but it is one.

Perbene answers while you work. The prospect gets an answer in minutes, in their language, and leaves with a consultation booked rather than a promise of a call back.

It also works the evenings and weekends, when people finally sit down with their paperwork and realise they need help. An inquiry sent at 10 PM on a Sunday gets an answer at 10 PM on a Sunday, and the consultation is on your calendar when you open it Monday morning.

Intake that's done before you sit down

A consultation goes better when you know what it's about. Perbene asks the questions you would ask: what kind of matter, which deadline, which documents they have, whether someone referred them.

The answers go into the client's history, next to the conversation itself. You read them before the meeting instead of spending the first fifteen minutes collecting them.

When you wrote down what a client should bring, Perbene tells them while booking, and a reminder goes out before the meeting.

Approvals and History, the trust layer

A firm's name is its reputation. Perbene works in your name, so you choose what it does on its own and what waits for your OK. Routine work, like answering an inquiry and booking a consultation, can move by itself. Anything sensitive comes to you first.

History is the written record: every call answered, every email sent, every consultation booked, in plain words, with the time and the person. If a client asks what was said, you can show them.

Perbene never gives legal, tax or immigration advice. It answers questions about your services, your fees and your process from what you wrote, and passes everything else to you.

Finding new clients, from your own mailbox

Referrals are the best clients a firm gets, but they don't arrive on a schedule. Perbene can also go looking. It reads your website and your profile, and proposes groups of businesses that need what you do: restaurants that need a bookkeeper, contractors facing a busy tax season, employers who hire from abroad.

For each prospect, it looks for the person who decides, from the business's own website, and writes a short, plain email from your mailbox and in your name. A few a day, never a flood, and never from borrowed inboxes under invented names.

The first emails for each group come to you before anything is sent. You read them, change what you'd say differently, and approve. After that, the replies are sorted for you: the interested ones get real free times and a consultation on your calendar, the ones who say not now are noted for later, and anyone who asks to stop is never written to again.

Everything lands in the same client history as the inquiries that came to you, so a prospect who becomes a client is one record from the first email to the consultation and every conversation after it.