What it does
WithFlo is an omnichannel booking and meeting platform for UK professional services firms — solicitors, accountants, financial advisers, therapists, consultants. Clients book from your website, WhatsApp, Instagram, Facebook, QR code, or email signature. The meeting happens in a browser tab — no Zoom download. AI transcribes the call and drafts the follow-up email. Client records, deposits, reminders, and team diaries all live in one place. Replaces Calendly + Zoom + Notion + Stripe + email follow-up.
Key features
- Omnichannel booking — clients book from website, WhatsApp, Instagram, Facebook, QR code, email signature, all into one calendar
- Browser-based meeting room built on Daily.co — no Zoom/Teams download required, works on any device
- AI transcription of meetings with consent capture
- AI-drafted follow-up emails based on the meeting transcript
- Client CRM — every booking creates a client record with full history, notes, and documents
- Card deposits via Stripe at booking time to reduce no-shows
- Multi-channel reminders (email + WhatsApp + SMS) configurable per service
- Automation rules engine — if-this-then-that for bookings, follow-ups, rescheduling
- SRA/FCA compliance modes for UK solicitors and financial advisers — GDPR DPA included, audit trail, consent capture
- Per-business pricing covers all staff — no per-seat charges