Which professional and public services can use WantBook.ai?

Law firms, accountants, tax advisors, consultants, financial and insurance advisors, banks, notaries, embassies, and government or municipal service desks.

Can I collect case details before the first meeting?

Yes. You can configure intake questions per service, so you receive the matter type, client type, deadlines, and any documents before you respond.

Can clients upload documents?

Yes. You can enable document or file uploads as part of your service-specific intake form.

Can I offer both in-person and online consultations?

Yes. You can define appointment formats per service, including office locations, online meetings, and phone consultations.

Can I review a request before confirming it?

Yes. You can use manual approval for conflict or eligibility checks, suggest another time, contact the client, or enable instant booking for standard appointments.

Can I charge a consultation fee?

Yes, when payment collection is enabled and appropriate for your service. WantBook.ai charges 5% only on payments it processes.

Is this suitable for government or public offices?

Yes. Public offices can publish procedures, required documents, official fees, opening hours, and bookable counter appointments.

Will my practice always appear in ChatGPT?

No. ChatGPT and other third-party AI platforms control their own sources, results, rankings, and presentation. WantBook.ai helps make your practice information structured, current, and ready for compatible AI-powered discovery.

Do I need a developer?

No. WantBook.ai provides a guided, managed setup designed to avoid a custom development project.

WantBook.ai for Professional & Public Services

Turn AI searches for expert advice into booked consultations.

Create an AI-ready profile for your law firm, consultancy, accounting practice, financial office, or public service desk. Show clients your practice areas, fees, languages, required documents, and how to book an appointment.

Create My Professional Services Profile See How Clients Find You

No custom development · Case-specific intake questions · One appointment dashboard

Example customer request

“Find an employment lawyer for an initial consultation this week.”

WantBook.ai turns this into a structured lead

New consultation request

Service: Annual tax filing review
Client type: Small business, 6 employees
Location: San Diego · In person or online
Preferred time: Thursday, 15:00
Documents: 3 attached
Status: Ready to review

Accept request
Suggest another time
Contact client

Practices covered

From legal advice to public appointments, every professional service fits.

Law firms

Accountants

Consultants

Tax advisors

Financial advisors

Banks

Insurance brokers

Notaries

Immigration advisors

Government offices

Mediators

Business coaches

Professional service categories

Build a consultation journey around the expertise you provide.

Every practice needs different client information before an appointment. WantBook.ai adapts the profile, intake questions, and booking journey to your category.

Accounting and Tax Services

Independent accountants · Bookkeeping practices · Tax advisory firms · Payroll service providers · Audit and assurance practices

Book an Accounting Consultation

Example AI search

“Find an accountant to review my small business tax filing.”

Profile information

Accounting services offered
Client types served
Industries supported
Consultation fee
Monthly retainer options
Filing deadlines supported
Software used
Office and online availability
Certifications
Languages spoken
Onboarding requirements

Customer booking questions

Individual or business
Company size and structure
Service required
Annual revenue range
Current bookkeeping method
Filing period involved
Deadline pressure
Preferred appointment time
Optional document upload
Preferred contact method

Services can include

Annual tax filing
Bookkeeping
Payroll setup
VAT and sales tax returns
Financial statement preparation
Business advisory session
Audit preparation

New consultation request

Service: Annual tax filing review
Client type: Small business, 6 employees
Location: San Diego · In person or online
Preferred time: Thursday, 15:00
Documents: 3 attached
Status: Ready to review

Accept request
Suggest another time
Contact client

Your AI-ready profile

Show customers exactly what they need to choose your business.

Your WantBook.ai profile combines the information needed for discovery with a category-specific path to inquiry or booking.

Profile preview

Harbor Point Advisory

Accounting and business advisory

4.9(94 reviews)

Tax filing, bookkeeping, and advisory appointments for small businesses and independent professionals across San Diego.

Photos

Annual tax filing
Bookkeeping
Payroll setup
Financial statements
Business advisory session

Country: United States
City: San Diego, CA
Address: 600 B St, Suite 1520
Service area: San Diego · Downtown office, plus online appointments statewide
Business hours: Mon–Fri, 08:30–18:00
Emergency: Priority slots during filing season
Starting information: Initial consultation: From $XX
Availability: Next available: Thursday, 15:00
Languages: English, Spanish
Policies: Free rescheduling up to 24 hours before the appointment

Book a Consultation View Availability

Business-managed information

Customer reviews

4.9

Based on 94 verified bookings

Daniel K.
4 days ago
Annual tax filing
Clear checklist before the meeting, so we finished the filing review in one session. Fee was known upfront.
Priya S.
2 weeks ago
Business advisory session
Booked through an AI assistant and the slot was accurate. Practical advice on structuring our second location.
Alan W.
1 month ago
Bookkeeping
Onboarding was smooth and well documented. Would have liked a faster reply to my first follow-up email.

Guided setup

Create your booking profile in four steps.

01
Select your practice type
Choose legal, accounting, consulting, financial, or public services so WantBook.ai can configure the right profile fields.
02
Add services and coverage
List your practice areas and procedures, the offices you work from, and whether you meet clients online.
03
Set fees and availability
Add consultation fees, appointment lengths, opening hours, notice periods, and bookable time slots.
04
Activate intake and booking
Choose between client inquiries, manual appointment approval, or direct booking with required documents.

Create My Professional Services Profile

The customer journey

How a client can discover and book your professional practice.

A client begins by describing their situation in natural language. If your practice is relevant and available through information the AI experience can access, it may be presented as an option.

Client asks

“I need an accountant to review my small business tax filing this week.”

The client describes the situation in natural language.

Need: Accounting advice
Matter: Annual tax filing
Location: Near the client
Timing: This week

WantBook.ai helps provide structured business information and a route to inquiry or booking. Third-party AI platforms control their own search, selection, ranking, and responses.

Expected results

From AI visibility to qualified consultation requests.

Visibility

Present accurate, practice-managed information.

Keep your practice areas, locations, fees, credentials, and appointment rules organized in one AI-ready profile.

Request quality

Receive better-prepared consultation requests.

Collect the matter, client type, deadlines, required documents, and preferred format before responding.

New clients

Create a new route to appointments.

Turn relevant client searches into consultation requests and confirmed meetings.

Lower cost

Avoid an expensive custom integration project.

Use a managed setup instead of building AI discovery, intake, booking, and payment infrastructure yourself.

Less admin

Spend less time on scheduling and screening.

Review a structured request and respond with the right specialist, time, and next action.

Control

Decide what clients can request and book.

Control services, locations, availability, intake questions, booking rules, and payment preferences.

Why direct AI integration wins

From scattered search enquiries to structured AI appointments.

See how a standard website or search-result enquiry compares with a consultation request that reaches you directly through AI-powered discovery.

Standard search / website

WantBook.ai

Client intent captured

Contact form or phone call

Structured matter, client type, location, and time

Context before contact

Documents attached

Rarely

Built into the intake form

Route to appointment

Back-and-forth scheduling

Direct availability and booking

Information source

Scattered directories and reviews

Business-managed AI-ready profile

Drop-off risk

High — client leaves the page

Lower — interaction stays in the AI platform

Integration cost

Custom dev project for each AI platform

One managed profile, multiple AI platforms

Client intent captured

Standard search / website

Contact form or phone call

WantBook.ai

Structured matter, client type, location, and time

Context before contact

Standard search / website

WantBook.ai

Documents attached

Standard search / website

Rarely

WantBook.ai

Built into the intake form

Route to appointment

Standard search / website

Back-and-forth scheduling

WantBook.ai

Direct availability and booking

Information source

Standard search / website

Scattered directories and reviews

WantBook.ai

Business-managed AI-ready profile

Drop-off risk

Standard search / website

High — client leaves the page

WantBook.ai

Lower — interaction stays in the AI platform

Integration cost

Standard search / website

Custom dev project for each AI platform

WantBook.ai

One managed profile, multiple AI platforms

Predictable pricing

Simple pricing. More room to grow.

Connect your business to supported AI platforms on every plan. Start free, then upgrade as your bookings and business needs grow.

Core AI connectivity on every plan · Clear monthly booking allowances · Optional booking top-ups

Free

$0/ month

10 bookings / month

Explore AI-connected booking with real customers.

Core connection to supported AI platforms
Booking management and availability checks
Business verification included

Get started free

Starter

$9.99/ month

100 bookings / month

Start receiving regular bookings through Wantbook.

Core connection to supported AI platforms
Booking management and availability checks
Business verification included

Choose Starter

Business

Recommended

$39/ month

500 bookings / month

Grow your booking volume and simplify daily operations.

Core connection to supported AI platforms
Booking management and availability checks
Business verification included

Choose Business

Scale

$99/ month

2,000 bookings / month

Support high-volume booking and more demanding operations.

Core connection to supported AI platforms
Booking management and availability checks
Business verification included

Choose Scale

A busier month? Add more bookings.

Add a one-time booking pack to your paid plan without changing your subscription. Need extra bookings? Contact us.

Custom pricing

Enterprise

Managing multiple locations or need a tailored setup? Let’s discuss a plan for your organization.

Contact sales

See full pricing

Questions

Professional and Public Services questions, answered.

Get your practice AI-ready

Make the next relevant AI search an appointment in your calendar.

Create a structured professional services profile, collect better-prepared consultation requests, and let clients book—without building the infrastructure yourself.

Create My Professional Services Profile Book a Demo

Guided setup · Fixed monthly booking plan · Optional payment collection

New consultation request

Service: Annual tax filing review
Client type: Small business
Preferred time: Thursday, 15:00
Documents: 3 attached
Status: Ready to review

Turn AI searches for expert advice into booked consultations.

From legal advice to public appointments, every professional service fits.

Build a consultation journey around the expertise you provide.

Accounting and Tax Services

Show customers exactly what they need to choose your business.

Harbor Point Advisory

Create your booking profile in four steps.

Select your practice type

Add services and coverage

Set fees and availability

Activate intake and booking

How a client can discover and book your professional practice.

“I need an accountant to review my small business tax filing this week.”

From AI visibility to qualified consultation requests.

Present accurate, practice-managed information.

Receive better-prepared consultation requests.

Create a new route to appointments.

Avoid an expensive custom integration project.

Spend less time on scheduling and screening.

Decide what clients can request and book.

From scattered search enquiries to structured AI appointments.

Simple pricing. More room to grow.

Free

Starter

Business

Scale

A busier month? Add more bookings.

Enterprise

Professional and Public Services questions, answered.

Which professional and public services can use WantBook.ai?

Can I collect case details before the first meeting?

Can clients upload documents?

Can I offer both in-person and online consultations?

Can I review a request before confirming it?

Can I charge a consultation fee?

Is this suitable for government or public offices?

Will my practice always appear in ChatGPT?

Do I need a developer?

Make the next relevant AI search an appointment in your calendar.