Solutions — Zaquil

From the first email to the signed return — the whole job in one place.

Zaquil reads the client's emails, forms and emailed files, works out the full job (services, jurisdictions, tax years) and proposes a document checklist tailored to that client. One click sends it to their secure portal; documents they email instead are captured and filed with a click. When the return is ready you share it in the portal, the client approves and e-signs it with a typed signature, and you get a certificate with the document fingerprint, time and IP — ready to file.

Your pipeline, out of the box

Enquiry→Onboarding→Collecting docs→Preparation→Review→Filed

Rename, add or remove stages in seconds.

Ready on day one

🧠Job brief → reads every email, questionnaire answer and emailed file, then proposes the exact documents to request

📎Documents emailed as attachments are captured and filed against the checklist in one click

🔒Secure portal → clients upload documents, answer the organiser and pick up their finished returns

✍️Return e-signed in the portal → signature certificate (fingerprint, time, IP) and an “e-file it” task for the preparer

⏰Deadline 7 days away → nudge the client and the preparer

Everything for accounting & tax practices →

Answer for many clients at once — and always know which one is ringing.

A number and a script per client line, configurable dispositions, a ticket queue with aging, per-agent and per-brand call reports, and a live wallboard — plus the shared inbox for the emails, chats and texts that come with the calls.

Your pipeline, out of the box

Lead→Scoping→Line & script setup→Live→Quarterly review

Your tickets queue

OpenIn progressWaiting on customerEscalatedResolved

Ready on day one

📞Line rings → the agent sees the client’s brand and their approved script instantly

📌Call ends → one tick opens a ticket with the outcome and notes attached

⚡Missed call → callback task and a team alert within seconds

📺Wallboard for the big screen: calls waiting, answer rate, speed of answer, who is free

Everything for call centers & BPOs →

Every claim, every payer, every practice — with aging you can act on.

A claims work queue with payer, date of service, billed and paid amounts, denial reasons and 0–30 / 31–60 / 61–90 / 90+ aging; practice records with NPI, tax ID, specialty and systems; and a portal where practices upload what you need and sign their agreements.

Your pipeline, out of the box

Lead→Credentialing→Onboarding→Active billing→At risk

Your claims queue

Ready to submitSubmittedIn processDeniedAppealedPartially paidPaid

Ready on day one

📌Claim denied → a task to correct or appeal, and the team is alerted

✍️Agreement signed → onboarding checklist requested and access task created

📥Import claims from a CSV export of your billing system in one step

🛡️Privacy-first defaults: AI switched off, idle sign-out, two-factor login, full audit log

Everything for medical billing companies →

From first call to closed matter — with the conflict check built in.

A matters queue with practice area, opposing party, fees billed and collected, and aging; an intake form that captures every party for conflict checks; e-signed engagement letters; a secure portal so documents never travel by email; and time tracking per client.

Your pipeline, out of the box

Intake→Conflict check→Engaged→Active matter→Closing→Closed

Your matters queue

IntakeConflict checkOpenDiscoveryNegotiation / hearingOn holdSettled / won

Ready on day one

⚡New enquiry → conflict-check task before anyone gives advice

✍️Engagement letter e-signed → matter opened, documents requested, key dates diarised

⏰Key date 14 days away → task and alert for the responsible lawyer

🛡️Confidential by default: AI switched off, idle sign-out, two-factor login, full audit log

Everything for law firms →

Quotes, renewals and service requests — nothing slips past a renewal date.

Client records with lines of business, carrier, policy numbers, renewal date and premium; a requests queue by carrier and type; quote comparison and e-signed applications through the portal; and one inbox for the emails, texts and calls a service team juggles all day.

Your pipeline, out of the box

Lead→Quoting→Proposal sent→Bound→Renewal due

Your requests queue

NewQuotingWith carrierWaiting on clientEscalatedBound / completed

Ready on day one

⏰Renewal 30 days out → client moves to “Renewal due” and a remarketing task is created

📋Quote accepted in the portal → bind task and confirmation, automatically

📌Certificates, endorsements and claim help tracked as requests with carrier, premium and aging

📞Every call logged against the client with a disposition — quote, change, claim, billing

Everything for insurance agencies →

A calmer front desk: every call, message and request in one place.

Appointment requests, refills, referrals and billing questions tracked as requests with owners and aging; new-patient registration, insurance card upload and consent e-signature through a branded portal; call scripts and outcomes for reception. Zaquil sits beside your EHR — it is your communications hub, not a clinical record.

Your pipeline, out of the box

New enquiry→Registered→Active patient→Recall due

Your requests queue

NewIn progressWaiting on patientWaiting on providerUrgentCompleted

Ready on day one

📞Missed call → a callback task for the front desk within seconds

🔔Request marked urgent → the whole team is alerted immediately

📅Recall date approaching → patient moved to “Recall due” with an invite-to-book task

🛡️Privacy-first defaults: AI switched off, 15-minute idle sign-out, two-factor login, audit log

Everything for healthcare clinics →

Private events, catering and big tables — from first enquiry to final bill.

A bookings queue with event date, room, quoted value, deposit and balance due; guest records that remember allergies, occasions and party size; proposals accepted and agreements e-signed in a branded portal; and one inbox for the emails, texts, WhatsApp messages and calls that arrive mid-service.

Your pipeline, out of the box

New enquiry→Proposal sent→Confirmed→Hosted→Regular guest

Your bookings queue

EnquiryQuotedConfirmedFinal details dueIssue / complaintCompleted

Ready on day one

📋Proposal accepted in the portal → guest moves to “Confirmed” with a take-the-deposit task

⏰Event 7 days away → task to confirm final numbers, menu and allergies

📞Missed call during service → a callback task, so no reservation is lost

🔔Complaint logged → the manager is alerted and given a task to call the guest

Everything for restaurants & hospitality →

Every “where is my order?” answered — across every store you run.

Email, live chat, SMS and WhatsApp from all your storefronts in one inbox, each reply sent from the right brand; a ticket queue with order number, order value, refunds and aging; saved replies for returns and delays; trade-account applications through the portal; and an open API to create customers and tickets from your store.

Your pipeline, out of the box

Subscriber / lead→First order→Repeat customer→VIP→At risk

Your tickets queue

NewInvestigatingWaiting on customerWith courier / supplierEscalated / disputeResolvedRefunded

Ready on day one

💬Customer waiting 12 hours → the team is nudged before it becomes a bad review

🔔Ticket escalated or disputed → a manager is alerted with a review task

💸Refund issued → a win-back check-in task one week later

📊Refund rate, escalation rate and aging on one screen; import and export tickets as CSV

Everything for e-commerce & retail →

From site visit to final walk-through — clients who always know where the job stands.

A jobs queue with site address, start date, contract value, paid to date and delay reasons; estimates accepted and contracts e-signed in the portal; drawings, permits and site photos in one place per client; site-visit booking; and weekly progress updates sent from a saved template in seconds.

Your pipeline, out of the box

Lead→Site visit→Estimate sent→Contract signed→In progress→Snagging→Completed

Your jobs queue

EstimatingScheduledIn progressWaiting on materials / permitsDelayedSnaggingCompleted

Ready on day one

⚡New enquiry → a task to call and book the site visit, and the team is notified

✍️Contract e-signed → client moves to “Contract signed”, documents requested, materials-and-crew task created

🚧Job marked delayed → the team is alerted and someone is tasked to tell the client first

✅Job reaches snagging → a task to walk the site and agree the punch list

Everything for construction companies & trades →

Full chairs, fewer no-shows, and clients who come back on time.

Client records that remember the stylist, colour formula, sensitivities and last patch test; a bookings queue for bridal parties, courses, packages and vouchers with deposits and balances; consultation forms and booking policy e-signed in a branded portal; and one inbox for the texts, WhatsApp messages, emails and calls that arrive while your hands are busy.

Your pipeline, out of the box

New enquiry→First visit booked→Regular→VIP / member→Rebooking due

Your bookings queue

RequestedPatch test neededConfirmedWaiting on clientRedo / complaintCompleted

Ready on day one

📞Missed call mid-appointment → a callback task, so the booking is not lost

🧪Patch test needed → a task to book it at least 48 hours ahead

📅Rebooking date 7 days away → client moves to “Rebooking due” with an invite task

🔔Redo or complaint → the manager is alerted and tasked to call and book the fix

Everything for salons & spas →

Turn enquiries into members — and catch the ones about to leave.

A lead-to-member pipeline with trial, active, at-risk and frozen stages; a requests queue for freezes, cancellations, failed payments, PT packages and facility issues with reasons and aging; membership agreement and waiver e-signed in the portal before the first visit; and every call, text, chat and email from members in one inbox.

Your pipeline, out of the box

Lead→Trial / day pass→New member→Active→At risk→Frozen

Your requests queue

NewIn progressWaiting on memberPayment failedCancellation requestedCompleted

Ready on day one

⚡New enquiry → a task to book the tour or trial, and a follow-up two days later

✍️Agreement e-signed → induction task now, and a “how are the first two weeks?” check-in on day 14

🔔Cancellation requested → member flagged “At risk”, team alerted, save-call task created

💳Payment failed → a friendly chase task with a ready-made message

Everything for gyms & fitness studios →

Every shipment, every exception — and customers who hear it from you first.

A shipments queue with carrier, pickup date, charge, payment status, exception reasons and aging; shipper accounts with lanes, volumes, credit terms and customs details; quotes accepted and agreements e-signed in the portal, where proofs of delivery are shared; CSV import from your TMS; and one inbox for customers, carriers and drivers across email, SMS, WhatsApp and calls.

Your pipeline, out of the box

Lead→Quoting→Account setup→Active shipper→Rate review

Your shipments queue

QuoteBookedPicked upIn transitAt customsException / delayDelivered

Ready on day one

🚨Shipment exception → dispatch is alerted and someone is tasked to give the customer a new ETA

📦Delivered → a task to collect the proof of delivery and raise the invoice

📋Quote accepted in the portal → account-setup and credit-check task, automatically

⏱️Customer waiting 4 hours for an update → the team is nudged

Everything for logistics & freight companies →

Proposals out, approvals in, and no client left waiting.

Quotes and deliverables approved in the portal, a channel per client, and profitability per account from logged time.

Your pipeline, out of the box

Lead→Proposal sent→Won→In delivery→Review→Retained

Rename, add or remove stages in seconds.

Automations ready on day one

⚡New lead → qualify task, then a follow-up two days later

📋Quote accepted → kick-off task and welcome note

💬Conversation waiting 24h → escalate to the account lead

Everything for agencies & consultants →

Every enquiry across every listing site, answered fast.

A number and chat widget per office or brand, call booking from the portal and lead-source reporting that shows which sites pay off.

Your pipeline, out of the box

Enquiry→Viewing booked→Offer→Under contract→Completed

Rename, add or remove stages in seconds.

Automations ready on day one

⚡Live-chat enquiry → instant lead with a call-back task

📱SMS from a known buyer → routed to their agent

⏰No reply in 4 hours → notify the team lead

Everything for real estate agencies →

Several companies, one team, zero cross-brand mistakes.

Unlimited brands, mailboxes and phone lines; per-brand colours, signatures and forms; reports that compare brands side by side.

Your pipeline, out of the box

New→Qualified→Active→At risk→Renewed

Rename, add or remove stages in seconds.

Automations ready on day one

⚡Rule scoped to one brand only — others untouched

📧Reply always leaves from the brand the client wrote to

📈Weekly view of performance per brand

Everything for multi-brand groups →

From the first email to the signed return — the whole job in one place.

Your pipeline, out of the box

Ready on day one

Answer for many clients at once — and always know which one is ringing.

Your pipeline, out of the box

Your tickets queue

Ready on day one

Every claim, every payer, every practice — with aging you can act on.

Your pipeline, out of the box

Your claims queue

Ready on day one

From first call to closed matter — with the conflict check built in.

Your pipeline, out of the box

Your matters queue

Ready on day one

Quotes, renewals and service requests — nothing slips past a renewal date.

Your pipeline, out of the box

Your requests queue

Ready on day one

A calmer front desk: every call, message and request in one place.

Your pipeline, out of the box

Your requests queue

Ready on day one

Private events, catering and big tables — from first enquiry to final bill.

Your pipeline, out of the box

Your bookings queue

Ready on day one

Every “where is my order?” answered — across every store you run.

Your pipeline, out of the box

Your tickets queue

Ready on day one

From site visit to final walk-through — clients who always know where the job stands.

Your pipeline, out of the box

Your jobs queue

Ready on day one

Full chairs, fewer no-shows, and clients who come back on time.

Your pipeline, out of the box

Your bookings queue

Ready on day one

Turn enquiries into members — and catch the ones about to leave.

Your pipeline, out of the box

Your requests queue

Ready on day one

Every shipment, every exception — and customers who hear it from you first.

Your pipeline, out of the box

Your shipments queue

Ready on day one

Proposals out, approvals in, and no client left waiting.

Your pipeline, out of the box

Automations ready on day one

Every enquiry across every listing site, answered fast.

Your pipeline, out of the box

Automations ready on day one

Several companies, one team, zero cross-brand mistakes.

Your pipeline, out of the box

Automations ready on day one

Pick yours

Accounting & tax

Call centers

Medical billing

Law firms

Insurance agencies

Healthcare clinics

Restaurants

E-commerce

Construction

Salons & spas

Gyms & studios

Logistics & freight

Agencies & consultants

Real estate

Multi-brand groups

Zaquil HQ

Seven tools. Seven tabs. Zero overview.

Connect everything in an afternoon.

One place where the whole business lives.

Run every brand from one HQ.