ScaleFirstScaleFirst

Our Services

Everything your back office does, automated

Six AI-powered services that remove busywork — from document extraction to client queries. Pay per job or on a simple monthly retainer.

Document Processing Automation

AI extracts data from PDFs, IDs, invoices, contracts and statements — then pushes clean fields into your forms and systems.

  • Reads PDFs, photos, scans and WhatsApp-forwarded files
  • Works across KYC, invoices, contracts, applications & reports
  • Flags missing fields, date mismatches and data gaps
  • Exports to forms, sheets, CRM or your preferred format

The problem

Your team wastes hours retyping the same data from scans, emails and WhatsApp PDFs. Typos create rework, delays and angry clients.

How it works

You upload files (or forward them). Our AI reads IDs, invoices, contracts, bank statements, medical reports and more, extracts every field, validates gaps, and pre-fills the right form or CRM record.

What you get

Clean, structured data and pre-filled forms ready for your review — with missing fields and inconsistencies flagged before anything goes out.

Client Query Automation

24/7 AI chatbots on WhatsApp, website and Instagram that answer FAQs, capture leads and hand off complex cases to your team.

  • Trained on your FAQs, pricing and business rules
  • Multilingual: Hindi, Gujarati, Tamil, English & more
  • Works on WhatsApp, website chat and Instagram
  • Hands qualified chats to your team with full context

The problem

Clients message at all hours. Slow replies lose deals. Hiring a night desk or more support staff burns margin.

How it works

We train a bot on your services, pricing, policies and FAQs. It lives on WhatsApp Business, your website and social — replies in the client’s language, qualifies intent, and escalates only when needed.

What you get

A always-on assistant that answers instantly, captures every lead, and keeps your team free for high-value conversations.

Form Filling & Data Entry Service

We do the actual form filling and data entry for you — a done-for-you service, not a tool you have to learn.

  • Zero software to install or learn — we are the service
  • Double-checked by human reviewers before you see it
  • Pay per job or monthly retainer — no licence fees
  • Capacity that flexes with your peak seasons

The problem

Repetitive forms and portals eat your team’s day. Peak seasons mean overtime, errors and missed deadlines.

How it works

You share client or customer files. Our AI + trained team fills every form end-to-end, quality-checks against source documents, and returns a submission-ready pack for your review.

What you get

Accurate, consistent, submission-ready packs delivered on a clear SLA — you stay the owner of the relationship and final approval.

Smart Checklist Generation

AI builds personalised, process-specific checklists in minutes — so nothing falls through the cracks.

  • Personalised per client, product, deal or case type
  • Aligned to your SOPs and compliance rules
  • Delivered as PDF, WhatsApp message or shared link
  • Cuts missing-document loops and status chases

The problem

Every client, deal or case needs a different checklist. Building one manually is slow and easy to get wrong.

How it works

We map your process once. Then for each new matter, AI generates a personalised checklist — required docs, steps, timelines and format rules — ready to send to the client.

What you get

Client-ready checklists in minutes, aligned to your SOPs and the latest requirements — fewer missing docs, fewer refunds, fewer follow-ups.

Case Tracking & Alerts

Automated status tracking with proactive WhatsApp and email alerts — so clients stop asking “any update?”

  • Milestone alerts via WhatsApp & email
  • Branded in your agency or business name
  • Works for applications, orders, claims & cases
  • Optional portal / CRM status sync

The problem

Your staff burn hours checking portals and replying to status messages instead of closing new work.

How it works

We track milestones across your process (or portals) and notify clients automatically at every step — submission, review, approval, delivery — branded as your agency.

What you get

Happier clients who always know where things stand, and a team free from repetitive status calls.

Lead Qualification & Booking

AI pre-screens enquiries, scores intent and books consultations — so your team only talks to ready buyers.

  • Pre-screens on budget, need and fit
  • Scores leads and books qualified ones automatically
  • Integrates with your calendar and CRM
  • Instant replies on WhatsApp, web and social

The problem

Counsellors and sales staff waste hours on unqualified calls. Every bad discovery call is lost revenue.

How it works

Our bot asks the right questions — budget, need, timeline, eligibility — scores each lead, and books the qualified ones straight into your calendar.

What you get

A pipeline of pre-qualified, consultation-ready leads with calendars booked automatically — day or night.

Pricing

Simple pricing. No software licence, ever.

We are a service, not a software company — so you pay for outcomes, not access.

Pay-per-job

₹ per job

Pay only when we deliver. Ideal if you want to pilot or your volume fluctuates month to month.

  • No setup fee, no licence, no lock-in
  • Price per completed pack or workflow run
  • Scales up and down with peak seasons
  • Rework at no cost if requirements aren’t met
Get a Custom Quote

Monthly retainer

Custom

A fixed monthly plan for steady volume, guaranteed capacity and priority turnaround.

  • Priority turnaround, even in peak season
  • Dedicated processing capacity
  • Guaranteed monthly volume
  • Volume discount on every job
Get a Custom Quote

Pay via UPI, NEFT, IMPS — invoiced in INR. No hidden fees.

Next step

Not sure which services you need?

Tell us your bottlenecks and monthly volume. We’ll recommend the right mix — and quote you a clear price.