Missed inquiries
A prospective client moves on before your team can respond.
Backed byEvery Client,
Every Client,
One Place
Zweelie is your AI office manager for client calls, messages, intake, documents, appointments, payments, and follow-ups.
Zweelie learns how your firm works and keeps every client detail together.
Zweelie organizes intake, documents, appointments, payments, contacts, and follow-ups so your professional-service team can work from anywhere.
What's at stake
Scattered client details
Your team loses time rebuilding context before every conversation.
Disorganized documents
Intake forms, agreements, and client files get buried when they matter most.
Forgotten follow-ups
Good opportunities stall because ownership and next steps are unclear.
Buried appointments
Consultations and deadlines slip because they never reach the calendar.
Payments elsewhere
Fees are harder to collect and connect back to the right client engagement.
Unclear handoffs
Clients repeat themselves when work moves between team members without context.
Desk-bound work
Service slows down when your team cannot manage client work from anywhere.
Capabilities
Built for professional client work
Zweelie answers inquiries, organizes intake and documents, collects payments, schedules appointments, and keeps every client detail connected from first contact through follow-up.
Calls and SMS
Zweelie handles calls and texts with an AI receptionist, giving your team full context before anyone picks up or replies.
Can I book a consultation?
Yes, I can help with that.
Square$325 payment link
pay.zweelie.com/n4K
Done thank you
Consultation requested
MR
Marcus Reed
4 calls2 payments
Marcus needs advice before Friday.
Opportunities
Zweelie turns every call, form, and message into work your team can track and assign.
Advisory consultation
Bianca Flores
Contacts
Zweelie keeps contact details, files, payments, messages, page views, and source details together on every customer.
Contacts
Keep each client's contact details, intake, documents, payments, messages, page views, and source information together.
Calendar
Zweelie reads dates from documents and messages, then adds appointments, meetings, and deadlines to your calendar.
9:30 AM
Nadia Brooks
Consultation
Record EV-48291
New customer consult
Video meeting
1:15 PM
Elliot Walsh
Follow-up
Record EV-73904
Payment follow-up
Phone call
11:00 AM
Marcus Reed
Review
Record EV-58319
Document review
Team calendar
9:30 AM
Nadia Brooks
Consultation
Record EV-48291
New customer consult
Video meeting
1:15 PM
Elliot Walsh
Follow-up
Record EV-73904
Payment follow-up
Phone call
11:00 AM
Marcus Reed
Review
Record EV-58319
Document review
Team calendar
Files
Zweelie keeps incoming, outgoing, and uploaded documents, images, and attachments organized in the right contact, opportunity, or folder.
MR
Marcus Reed4 files
Drop files hereIntake, agreements, IDs, documents
client-intake.pdfFiled under Marcus Reed
Intakeservice-agreement.pdfLinked to engagement
Agreementsupporting-document.docAdded to client files
DocumentForms
Create intake and contact forms that collect customer details, accept file uploads, and turn submissions into organized opportunities.
Shareable client intake formConsultation request
Collect the details your team needs.
Form submitted
New opportunity
Payments
Zweelie lets you send payment links, take manual and in-person payments, and track paid work without jumping between apps.
Notes
Zweelie keeps call notes and any other notes organized and attached to the right contact, folder, or opportunity.
JO
Call summary
Call Marcus before Friday. Review his intake and send the consultation payment link.
Marcus ReedNew consultationWonSA
Next steps
DraftCall Nadia before Friday. Review his intake and send the consultation payment link.
Nadia BrooksNew consultationOpenIntegrations
Works with the tools you already use
Zweelie connects with Stripe, Square, and Google Calendar so payments and dates end up where your team already looks.
Don't see an integration here? We can build it.
Everything Zweelie handles for professional-service teams
For professional-service firms
More time for clients and high-value work
Based on averages from businesses using Zweelie.
Hours back each day on average for Zweelie customers
Hours saved each month on average for Zweelie customer teams
Daily calls and texts handled by Zweelie customers
Monthly client touchpoints routed for Zweelie customers
Security & privacy
We take privacy seriously
Built to keep confidential client conversations, intake, documents, payments, and firm data organized and protected.
HIPAA alignedBAA available
AES 256 encryption
Your business data is encrypted in transit and at rest with industry standard AES 256 encryption.
Per business encryption key
Each business has its own encryption key to isolate your data and prevent unauthorized access.
Sensitive data protection
Personally identifiable information, payment data, files, uploads, and customer details are handled with care and protected with redaction where needed.
Confidential work respected
Zweelie is designed for businesses that handle private customer conversations, files, payments, and operational records.
Owner permission required
Zweelie staff access to a business account requires explicit permission from the business owner. We will never ask you to share passwords or verification codes.
Never used to train models
Your business data is never used to train public or third party AI models.