AI answers your leads on WhatsApp right away. Proposals go out with your firm's branding and contracts get signed on ZapSign, all with a partner's sign-off.
Fee proposal for
North Studio
Pick a service from the firm's fee schedule
Base fee for the selected service
Complete
US$ 600/mo
The firm's team
Pick the service and entity type. The fee comes from your fee schedule, and the proposal is built in your firm's Word template, with the client's team already on it.
A partner reviews and approves it. Only the approved version can reach the client, so nobody sends v3 by mistake.
Fee proposal for
North Studio
Pick a service from the firm's fee schedule
Base fee for the selected service
Complete
US$ 600/mo
The firm's team
The PDF goes out from the firm's number, not someone's personal phone. The AI answers the client's questions and steps aside when the team takes over.
The accounting services agreement is generated from the approved proposal, and Rakkan reminds each signer until the last signature is in.
Next reminder tomorrow at 9:00, via WhatsAppEveryone has signed. Reminders stopped.
Recurring fees by office, stalled proposals and contracts expiring in 30, 60 and 90 days. No spreadsheets to build.
| Office | Proposals | Signed | Recurring |
|---|---|---|---|
| Downtown | 18 | 7 | US$ 5.3k |
| Midtown | 12 | 3 | US$ 3.7k |
| Riverside | 9 | 1 | US$ 2k |
| Westfield | 6 | 1 | US$ 1.1k |
Today your sales work is scattered across Word, WhatsApp and spreadsheets. Rakkan puts it in one place. The accounting itself stays in the system you already use.
With RakkanTodayAt 10 p.m., on someone's personal WhatsApp. The reply goes out the next day, after they've already talked to another firm.
With RakkanOn the firm's number. The AI replies right away with information you approved, and the team picks up where it left off.
TodayBuilt from scratch in Word, with whatever fee each person remembers. It takes days.
With RakkanPulled from your fee schedule, in the firm's template, with the team that will serve the client. In minutes.
Todayv3 went to the client, v7 had the right price, and nobody knows which one counts.
With RakkanOnly the version a partner approved goes out, as a PDF, by WhatsApp or email.
TodayIt's been waiting two weeks for a signature, and nobody follows up. Same with the representation letter.
With RakkanGoes straight from the proposal to ZapSign, with automatic reminders until the last signature.
TodayThe contacts live on the salesperson's phone. When they leave, the clients go with them.
With RakkanConversations, proposals and contracts stay with the firm, and every contact has an owner.
TodayOnly find out at month-end how much came in and how much slipped away.
With RakkanSee the pipeline, stalled proposals and recurring fees for each office, anytime.
Plug in your firm's numbers. We don't promise a conversion rate: the math only shows what each client you miss today is worth.
+ US$ 4,800per month in recurring fees, after 12 months
Simple math: average fee × new clients. It doesn't factor in price increases or cancellations, and it uses no conversion rate of ours.
The agent replies on the firm's WhatsApp using what you approved: services, documents, deadlines. When a conversation needs a person, it brings in the team and steps aside as soon as someone takes over. Clients never talk to both at once.
Yesterday
Proposals, WhatsApp, contracts, recurring deadlines and reports together, with the same people and the same permissions. It runs in the browser, with nothing to install.
From your fee schedule to your Word template, with the right branding and team, approved by a partner.
The number belongs to the firm. The agent answers at any hour, and your team can step in anytime.
The contract comes from the proposal and goes to ZapSign, and Rakkan follows up on every signature until the last one.
Representation letters and each client's recurring documents, by period, with a reminder 10 days before the due date.
Pipeline, recurring fees and contracts expiring in 30, 60 and 90 days, ready before the meeting.
Five access roles: each person sees what their role needs, and the audit log records every action.
Try it free for 7 days. Then pick a plan based on how many offices your firm has.
For your firm, with office, the recommended plan is 2 offices.
For firms with up to 2 offices.
US$49.90per monthBilled monthly
Try it free for 7 daysFor a head office and branches, with up to 5 offices in one account.
US$69.90per monthBilled monthly
Try it free for 7 daysEverything in the 2-office plan, plus:
For accounting networks and groups with more than 5 offices.
Custom pricingQuoted by Okami
Talk to Okami (opens in a new tab)Everything in the 5-office plan, plus:
Monthly prices, per firm account. The free trial lasts 7 days.
Still have questions? In a demo, Okami answers them with your firm's proposal template on screen.
Try it with your own fees
7 days to send your first proposal with your firm's branding, from the firm's WhatsApp.
No. Rakkan handles the sales side: WhatsApp conversations, fee proposals, contracts and follow-up. Bookkeeping, payroll and tax work stay in the system your firm already uses.
Yes. Rakkan works with your Word files. The fee schedule fills in the service, fee and scope, your team edits in the browser, and the PDF goes out with your firm's branding. Contracts use your own .docx template, with version control.
The firm's. Conversations stay on the office's number, with the full history in your account. Every contact has an owner, and nobody takes the client list with them when they leave.
Only if you want it to. The agent answers with information your firm approved, has a spending cap and stops as soon as someone on the team takes over. You set its tone and what it's allowed to answer.
They're part of each client's recurring obligations. For each period, Rakkan drafts the letter in your firm's Word template, your team reviews it, and Rakkan sends a reminder 10 days before the due date.
Credentials are encrypted on the server and never sent back to the screen. Each person sees only what their role allows, and the audit trail logs every action without exposing the contents of documents or conversations.
Create an account with your firm's name and use Rakkan for 7 days with your own fees and proposal template. If you'd rather see it first, Okami can walk you through it in a demo.
Yes. Each office has its own team, WhatsApp and reports. Partners can follow every office, and each person sees only what their role allows.
Okami, working with you: offices, team, fee schedule, and proposal and contract templates, until your first proposal goes out.
Create the account for your firm, add your fees and send your next proposal with your own branding, from the firm's WhatsApp.
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Fee proposal · North Studio · version 08