Industries / Professional services
Part of Freemi · Professional services
Your firm, run end to end.
Freemi answers enquiries, sends intake forms, books meetings and chases the invoices. Your diary stays organised and your evenings stay yours.
✓Intake forms✓Meetings booked✓Deadlines tracked✓Invoices chased
Freemi · New client
First meeting booked with Niamh, Tue 9:30
✓ Intake form sent ahead
24/7
enquiries answered
ENQUIRIESEnquiry answered, not lost
Even mid-meeting
DOCUMENTSEvery form back in time
No chasing for paperwork
DEADLINESNothing slips past a date
Every task has an owner
BILLINGInvoices out, payments in
Chased for you
24/7
enquiries, day or night
Forms
in before the meeting
One
record per client
Days
to go live
Sound familiar?
The enquiry lands while you are with a client.
✕Enquiries waiting until you are out of meetings
✓Answered and booked in your voice
✕Chasing clients for the same documents
✓Forms filled in before they arrive
✕Deadlines kept in someone’s head
✓Every task has an owner and a date
✕Invoices sent late and chased later
✓Sent on time and chased for you
See it in action
A new client booked while you are in a meeting.
A new client messages about their books. Freemi asks what they need, books a meeting with the right person and sends the intake form ahead. You stay with the client in front of you.
✓Answers enquiries over web chat, WhatsApp & email
✓Books meetings into real free slots
✓Sends intake forms before the first meeting
Freemi
WhatsApp
Hi, I’ve just gone self-employed and need help getting set up. Could we meet next week?
Of course. We’ve got Tuesday 9:30 or Wednesday 2pm with Niamh, shall I book you in?
Tuesday 9:30 please!
Booked, Tuesday 9:30 with Niamh. I’ve sent a short form so she has what she needs ✓
DONE · Booked · intake form sent · reminder set
Your whole crew
Freemi runs the firm, behind the scenes.
Four departments, one system, each tuned to how a firm of accountants, solicitors or advisers actually works.
Front Desk
Answers & books new clients →
✓Answers enquiries over web chat, WhatsApp & email
✓Books meetings into real free slots
✓Sends intake forms before they arrive
Back Office
Keeps every deadline in view →
✓Tasks with an owner and a due date
✓Documents and sign-offs in one place
✓An activity trail you can export
Books
Gets the invoices paid →
✓Invoices sent the moment work is done
✓Payments taken and matched off
✓Unpaid invoices chased politely
Growth
Keeps clients coming back →
✓Client updates and newsletters
✓Reviews asked for at the right moment
✓Nudges quiet clients back in
A day with Freemi
From the first overnight enquiry to the last sign-off.
Connected
Plugs into the tools you already use.
WhatsAppInstagramGmailStripeWebsite
Built for your world too
All industries →In the wild
See Freemi at work in your firm.
Firms, teams and clients. Every part of the day running on Freemi.
On the floor
An office that runs between meetings.
Enquiries, forms, deadlines and invoices, handled.
FRONT DESKNobody left waiting
Even on a busy day
FORMSIn before the meeting
Not chased by email
DEADLINESWho owns what, by when
Without a spreadsheet
INVOICESChased, then paid
Without the awkward call








