Forty clients asking for the same four documents. All of them on WhatsApp.
Clients want their M&A, the latest Section 14, a director's resolution or last year's filed accounts — and they ask at 9pm on WhatsApp. A junior spends half a day digging through folders, and the deadline reminders nobody sent turn into late filing penalties.
Cupbots answers the routine requests from your own document store, drafts the standard resolutions for your review, and reminds each client before their annual return and tax deadlines fall due. Your team handles the work that needs judgement.
Live on your own WhatsApp number. Cancel anytime.
Clients get their own documents without a junior digging.
A client asks for their constitution, a Section 14, a certified Form 24 or last year's filed accounts and the bot sends the right file from your store — scoped to their company only, logged so you can see who asked for what and when.
Standard resolutions drafted ready for your review.
A director change, a bank mandate, a registered office move. The bot fills your firm's template from the company's details and puts the draft in front of you. You check and sign off — you don't retype particulars from the register.
Clients get reminded before the filing is late, not after.
Annual returns, financial statement lodgement, tax estimates and instalments. Each client is reminded on your schedule, in their own chat, with the list of what you still need from them. Late penalties stop being your problem to apologise for.
Hi, need our latest Section 14 and the company constitution for the bank today
Cupbots Sent — Section 14 (filed 11 Jan 2026) and the constitution for Meridian Works Sdn Bhd. Both certified copies. Logged to your file.
Also when is our annual return due?
Cupbots 30 June 2026. We still need the signed directors' report from you. Want me to flag it to your account manager?
Play out a real day in your business.
Pick a situation or describe your own, then play any of the people in it.
Or pick one
After a week
- Routine document requests stop reaching a person at all.
- Standard resolutions arrive as drafts to review instead of blank templates to fill.
- Clients get chased for their paperwork before the deadline, not after the penalty.
Give your team back the hours the routine questions take.
We set it up on your own WhatsApp number and run it for you — $299/mo. Pay now and we start this week, or try it with your own client chats first.