Repetitive initial enquiries
The same scope and fee questions consume billable time.
Professional firms
Automate the intake work behind every new client.
In a professional firm, the first hour of every matter goes on explaining, requesting paperwork and aligning diaries. Merjora does that part and leaves the judgement to the professional.
Where the time goes today
Documents arriving in pieces
The matter advances at the pace of the missing document.
Clients left without updates
Follow-up happens when there's time, not when it's due.
What Merjora automates
Enquiry triage
Identifies matter, urgency and fit before occupying a professional.
Document collection
Requests, reminds and organises the documentation for each matter.
Appointment scheduling
Offers real availability and confirms in-person or video meetings.
Client follow-up
Reports matter status and keeps deadlines under control.
How the flow works
- 01
Initial enquiry
- 02
Merjora replies
- 03
Classifies the matter
- 04
Books appointment
- 05
Collects documents
- 06
Matter under way
Example interaction
Scenarios and figures on these pages are illustrative models, not client results.
CustomerI need help with an unfair dismissal.
MerjoraUnderstood. To prepare the first meeting: what's the date on the dismissal letter, and are you still registered with the company?
CustomerThe letter is dated the 12th; I've already been deregistered.
MerjoraThanks. I'll book you with the employment team on Wednesday at 12:00 and request the letter and your last three payslips now.
Business outcomes
- 0
- -1 week
- 100%
Impact and return
A firm's time is the product. Every administrative task taken off a professional returns as billable capacity.
- Triage avoids meetings that don't fit the firm.
- Documentation arrives complete before the first meeting.
- Clients know where their matter stands without calling.
Illustrative example — modelled scenario, not an actual client
Illustrative example — Professional firm
A firm automates triage and intake documentation
A professional firm automates initial enquiry triage and document collection, reducing admin time per matter and shortening the time to a useful first meeting.
- -45%
- -3 days
- 100%
Frequently asked questions
- Does Merjora give professional advice?
- No. Merjora organises the administrative side. Professional judgement always stays with the firm.
- What about confidentiality?
- Data is processed under GDPR, hosted in the EU, and access is limited to the authorised flow.
- Does it suit accountancy and advisory firms?
- Yes. The enquiry, documentation and follow-up flows are the same.
Does your business work differently?
Tell us how your team operates and we'll show you what Merjora can automate.