Overview

Corporate secretarial firms handle compliance, filings and governance for companies. Gaptix captures enquiries, collects documents, books consultations and sends deadline reminders on WhatsApp — winning more clients, easing document flow and ensuring no statutory filing or compliance deadline is ever missed.

Use Cases

WhatsApp use cases for Corporate Secretarial Services

Every step from discovery to repeat purchase — automated on the channel your customers check most.

Service enquiry

Explain incorporation, compliance and filings.

Consultation booking

Book compliance consultations.

Document collection

Collect documents for filings and registers.

Deadline reminders

Remind of ROC, board and statutory deadlines.

Filing status

Share filing and compliance status.

Proposals & retainers

Share proposals and retainer plans.

Secure document sharing

Share resolutions and documents securely.

Referrals & retention

Drive referrals and retention.

The Platform

Everything Gaptix gives your Corporate Secretarial Services business

One platform to run marketing, sales and support for corporate secretarial services on WhatsApp.

AI Agents

Trained on your catalogue and policies to answer, recommend and sell 24/7.

WhatsApp Catalogue

Showcase products with images, prices and variants right inside chat.

Broadcasts & Campaigns

Segment customers and send offers, launches and reminders that get seen.

Shared Team Inbox

Your team and AI collaborate on one inbox with full context.

Payments & Checkout

Accept UPI, cards, netbanking, EMI and COD with secure links.

CRM & Leads

Capture, tag and nurture every customer automatically.

Chatbot Flows

Design multi-step journeys with conditions, delays and actions.

Analytics

Track opens, replies, conversions and revenue by campaign.

In Action

See it in a real conversation

This is how a corporate secretarial services customer goes from question to checkout — automatically, in seconds.

10xhigher open rates than email

24/7instant AI responses

3xfaster response & resolution

↑more conversions & repeat orders

Gaptix AI online

We need help with our company's annual ROC filings and board minutes.

We can manage both. For annual ROC filings plus board-meeting compliance, our retainer starts at ₹X/year. I'll share the document checklist and book a consultation. When suits you?

Next week, and send the checklist.

Booked 📑 Consultation next week and checklist sent — upload documents here anytime. I'll manage your ROC filings and board minutes, and remind you well before every statutory deadline so nothing is missed.

FAQ