CA Shobhit Jain
Corporate financial advisory and NRI compliance portal serving clients across UAE, USA, UK, Canada & Singapore with consultation booking funnels.
How We Started & Human Intervention
The engagement began when CA Shobhit Jain reached out about lost international advisory opportunities. NRI clients across Dubai, Singapore, and London were struggling with timezone delays and confusing scheduling threads. Rather than recommending an off-the-shelf scheduler, our product team spent time understanding the legal compliance and tax advisory lifecycle. We designed a clear consultation onboarding flow that guides NRIs through specific service requirements and automated time-zone conversions before securing an advisory slot.
Practice Workflow Audit
Analyzed client intake processes across cross-border taxation, FEMA regulations, and NRI wealth advisory.
Frictionless UX Workshop
Created tailored booking flows that eliminate back-and-forth timezone confusion for international clients.
Direct Engineer Access
Set up a dedicated communication channel to personally support the firm through initial client bookings.
Business Friction & Roadblocks
Managing international NRI clients across different time zones resulted in back-and-forth email scheduling and missed consultation fee collection.
Engineering & Design Execution
Built a secure, compliance-ready advisory portal with dynamic timezone calendar scheduling, upfront consultation payments, and automated document checklist delivery.
Key Features Engineered
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