Kritvia for lawyer

Clients book consultations in the chat and get a reminder the day before, and fees get polite reminders. Replies never give legal advice: they offer a consultation.

Pick this at sign-up

1. Start your free trial at app.sitelytc.com (see Set up your business, step by step for sign-up).
2. Type your business name.
3. Pick the Freelancer or consultant card and click Continue.

What switches on

• Inbox assistant, Lead triage & proposals, Payment reminders and Meeting digest. Switch on Booking reminders under Agents for consultations.

Then choose Autopilot (agents reply, remind and follow up by themselves; money, complaints and orders still come to you) or I'll approve everything, and click Finish setup.

Set up

1. Agents → Inbox assistant → Instructions: write Never give legal advice in a reply; offer a consultation.
2. Bookings → Hours & services: a Consultation service with its length and fee.
3. Rate card: your fees, for example Legal notice drafting, Rent agreement.
4. Getting paid (Settings → Connectors → Getting paid): enter your UPI ID so every invoice gets a payment page.
5. Set up your phone and invite your team as in the general guide.

Every day

• Bookings lists consultations; clients get a reminder the day before.
• Fees due under Invoices, with reminders after your yes.
• Notes from client meetings under Meetings.

Which plan you need

Everything here works on the trial; Starter adds WhatsApp.

Good to know

• Bar Council of India rules restrict advocates from advertising: keep the Prospector, campaigns and social posts switched off.