PLAAGG Advisory
Every enquiry answered, every deadline owned.
PLAAGG Advisory runs a practice's client work: enquiries captured the moment they arrive, follow-ups with a name and a date on them, proposals that become engagements, and onboarding that finishes.
- Built for Kenyan practices
- Your services, your fees
- Nothing without a date against it

One connected workflow
From the first message to a client who is set up
01
Enquiry arrives
WhatsApp, your form, or a phone call
02
Qualify
Seven questions, asked for you
03
Somebody owns it
With a call-back time you set
04
Consultation
Booked, with what to read first
05
Proposal
Your scope, your fees, as a PDF
06
Engagement
Accepted — and now a client
07
Onboarding
Documents chased until they are in
The workspace
Everything in one place
The PLAAGG Advisory dashboard your team opens every morning — the real modules, in the real layout.
Today
LiveNeeds you now
4
1 past your promise
Open leads
15
3 ready now
Pipeline
KES 1.1M
With a fee against it
Clients
8
3 being set up
Enquiries
Last 7 days
Needs your attention
- Now
Acacia Foods Ltd · nobody has spoken to them
5 hours · your promise is 2
- Now
Nyali Logistics · meeting not closed off
Yesterday, 2pm · Brian
- Today
Kisima Hardware · proposal with them
KES 85,000 · 7 days
- Today
Lamu Boatyard · follow up
Due today · Brian
In the diary today
- KRA notice
Rift Valley Dairies Ltd
3pm, at our office · the partner
- Done
Jua Solar Kenya Ltd
Held Monday · proposal to write
Prepared workspace
Preset workspace for a practice
Ready on day one. Every module works together; nothing to configure before you start.
Enquiries that qualify themselves
WhatsApp or your own form, seven questions, one lead
A first-response promise
Your own hours — and Today measures against them
Proposals and engagements
Your scope and fees as a PDF, accepted into a client
Onboarding that finishes
Every document chased by a named person, with a date
Your services, your fees
Priced per client, not per catalogue
Partner, manager, consultant, front desk
Each person sees their own work
Why it matters
Nothing dropped. Nothing undated.
No enquiry goes cold
Every one of them is captured, owned and measured against your own promise.
A client means an engagement
A client exists only when a proposal has been accepted — scope and fees agreed.
Reviews are real reviews
Whoever prepared the work cannot be the one who approves it, however senior.
The whole story, one timeline
A client's history reads back to the first message they ever sent.
Questions
Questions about PLAAGG Advisory
- What does PLAAGG Advisory do?
- PLAAGG Advisory runs the client side of a tax, accounting and advisory practice: every enquiry captured from WhatsApp, your own enquiry form or a phone call, qualified and given to somebody with a call-back time; follow-ups and consultations with a name and a date on them; proposals with your scope and your fees as a PDF; and onboarding that chases each document until it is in.
- Is the WhatsApp part real, or a mock-up?
- The flow is real and the boundary is honest. With no WhatsApp number connected it runs as a simulator — the questions and answers are written down in PLAAGG and every screen says nothing was sent to anybody. Connect your own number and the same flow sends through Meta's WhatsApp Cloud API and stores the provider's own message id, or stores the failure with the provider's reason. There is no state in between: a message is never shown as sent unless it was.
- Can we use our own services and our own fees?
- They are your rows, not ours. You add the services your practice sells, group them, say how often each one is billed and what you usually charge, and you can retire one without breaking last year's proposals. A blank fee means you quote each time and is stored as nothing rather than as zero. The starter list we offer a new practice is labelled a template and carries no fees at all, because what you charge is your business.
- How does it decide what needs doing today?
- Today is one ranked queue rather than a wall of charts. Each row says who it is about, why it is there, when it was or is due, whose it is and what the recommended next step is — and the common ones are closed from the row itself. What counts as late is your own setting: you tell PLAAGG how quickly your practice promises a first response, and that is what unanswered enquiries are measured against.
- Does it stop somebody approving their own work?
- Yes, and not by hiding a button. Where a review is required the person who prepared the file cannot be the person who approves it, and the rule is enforced on the server for a partner just as much as for a junior — seniority is not independence. A practice that genuinely has one qualified person turns review off for that service rather than pretending it happened.
- Does it file returns or tell us when taxes are due?
- No. PLAAGG Advisory organises your practice's work; it does not file anything with KRA and it does not tell you what any particular business owes or when. Which obligations apply to a client, and when they fall due, is your professional judgement and is recorded per client — the product never treats a filing date as universal truth.
More industries
One platform. Five prepared workspaces.
Every workspace shares the same engines, the same sign-in and the same standard.
Ready to run the practice properly?
For tax, accounting and advisory firms that answer every enquiry.
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