
Running a CA, legal, or consulting practice means managing a lot more than billable work.
You're getting calls without appointments from prospective clients.
You're chasing payments after every consultation.
You're collecting client documents over WhatsApp.
You're confirming slots manually through messages.
Setav fixes that, a professional consultation storefront that takes advance bookings, collects client background upfront, processes your fee before the session, and assigns structured follow-up document tasks. You focus on the advice.
Create a custom Setav storefront with your name, qualifications, practice areas, and consultation types. Drop the link on LinkedIn, Instagram, WhatsApp, or your email signature. Every prospective client sees what you offer, what it costs, and how to book. One tap. Zero confusion.
List your consultation types: initial advisory, tax review, legal opinion, compliance session, or packages. Each with its own price and duration. Clients pick a slot and pay the fee instantly.
Set up an intake form that clients fill at the time of booking. Collect their contact details, nature of the query, documents needed, and relevant background. By the time the consultation starts, you're already informed. No pre-call WhatsApp thread required.
Collect your consultation fee upfront, automatically. Clients pay via UPI, credit/debit cards, or wallets at the time of booking. Your session is confirmed only after payment clears. Settlements arrive by the 5th working day of the following month.
List your compliance checklists, contract templates, tax planning guides, or any resource as paid digital downloads. Clients buy directly from your storefront. Passive income from your expertise, automatically delivered.
Setav sends booking confirmations and session reminders to your clients via WhatsApp, SMS, or email, automatically. Clients show up on time. You didn't send a single message.
Send structured document checklists and next-step action items to clients after every session. Clients receive a clear list of what they need to submit and by when. No verbal instruction that gets forgotten by next morning.
Attach a form to any task so clients submit required documents or information by a deadline. You get structured responses instead of scattered WhatsApp photos and voice notes.
See your card views, bookings, revenue, and testimonials for the week. All from the Setav app on your phone. Know exactly which consultation type is in demand and where your income is coming from.
Sign up, add your qualifications and practice areas, pick a theme, and list your consultation types. Your Setav page is live at setav.ai/yourname in minutes.
Add each consultation type with a fee and duration. Attach a client intake form so you arrive at every session with full context, no pre-call messages needed.
Add your Setav link to your LinkedIn profile, WhatsApp status, email signature, and Instagram. Prospective clients visit, choose a consultation, fill the intake form, pay the fee upfront, and you get a notification instantly. After sessions, assign document tasks and track submissions.

Here's what CAs, lawyers, and professional consultants in India are listing on their Setav storefronts.
Initial Consultation
A paid first meeting to understand the client's situation and scope of work. Fee collected upfront. Client intake form completed before the call. You show up informed. They show up prepared.
Income Tax Advisory Session
One-on-one session for ITR filing, tax planning, or audit support. Set your rate. Clients pick a time, pay, and come with their documents. Attach a document checklist through the intake form so nothing arrives missing.
Legal Opinion or Contract Review
Fixed-fee session to review a contract, draft a notice, or give a legal opinion. Clients book, pay, and upload relevant details through the intake form before the session.
Compliance Review and Filing Support
Scheduled session for GST, company compliance, or regulatory filings. Priced per session or as a monthly package. Clients book and pay to hold the slot.
Strategy and Business Consulting
Advisory sessions for business owners on financial planning, structuring, or operations. Set your hourly rate or fixed session fee. Bookable and payable directly from your professional page.
Free Discovery Call
A short scoping call to understand the client's need before they commit to a paid engagement. Listed as a zero-cost booking. Build confidence before the retainer conversation.
I used to lose half my Saturdays on free 'just five minutes' calls. Charging ₹1,500 for an initial advisory on Setav filtered the time-wasters. The intake form means I open every call with their PAN, AY, and key numbers already in front of me.
Clients now upload their contract before the call instead of sending photos of pages over WhatsApp. I bill before the session, give the legal opinion, and assign the next-step document task in the same hour. My billing realisation has changed completely.
The document task list is gold. Earlier I'd say 'send me your TDS certificates' on a call and forget by next morning. Now they get a structured checklist with deadlines, and I see what's submitted before our follow-up. Almost zero last-minute filing scrambles.

Built for How Indian Clients Book
UPI, cards, wallets. WhatsApp, SMS, and email confirmations. Booking flows designed for how real Indian clients behave, not how a Western SaaS tool expects them to.
Your Services, Your Price, No Commission
One Link for Your Entire Practice
Free to Start, Upgrade When You Grow
Runs from Your Phone
Yes. Set up a client intake form that clients fill at the time of booking. Collect their contact details, nature of the query, documents needed, and background context. Everything lands in their profile before the session starts.
Yes. Setav is built for any professional who charges for consultations. CAs, lawyers, financial advisors, management consultants, and any other practice that books paid advisory sessions can use it.
Each consultation type on your storefront has its own fee, duration, and description. An initial advisory session can be priced differently from a tax filing session or a monthly retainer call.
Yes. Setav sends booking confirmations and reminders to clients via WhatsApp, SMS, or email, automatically. You don't send a single message.
Yes. After any session, assign a document task list to the client from the Setav app. Clients receive a clear list of what they need to submit and by when. Attach a form if you need them to submit documents digitally.
Yes. Setav has a free plan that lets you create your storefront, list services, and start accepting bookings. Upgrade for advanced features, custom domain, and more.
Yes. The Setav app runs on Android and iOS. Set up your storefront, manage bookings, assign tasks, and check your dashboard entirely from your phone.
Join CAs, lawyers, and consultants across India who are already running their consultations and payments on Setav.
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