| Start from the problem | TaxBuzz’s homepage offers example concerns and paths into AI assistance or professional help. Homepage | Begin with “What is worrying you?” Accept a paragraph; extract several facts, confirm the proposed job, and keep help available without forcing a sale. | In demo Live conversation and concern-led entry points. |
| Evidence beside advice | Its professional AI product advertises cited scenario research and expert feedback. AI capabilities | Use BIR, SEC, DTI and other relevant Philippine primary sources. Show retrieval dates and distinguish source-backed guidance from a specialist-reviewed conclusion. Never award a review badge automatically. | Partly in demo Live references and preliminary guidance; formal reviewer workflow remains. |
| Documents built from the case | TaxBuzz describes customised intake forms, proposals and engagement documents. About | Generate a Babylon 2k report from confirmed facts: plain-language concern, proposed scope, indicative pricing, assumptions, documents to prepare and the specialist brief. Ask for sensitive documents only in the later admin stage. | In demo Report and document checklist; an engagement letter needs approved terms. |
| Know why a specialist fits | A public profile combines service lines, industry focus, location, reviews and a consultation request. Example profile | Show three candidates with a reason, exact profile and fit-check questions. Extend Babylon’s directory with verified specialties, industries, languages, practice rights, remote service, availability and fee basis before ranking these dimensions. | Next priority Current demo uses published location and qualification categories. It does not invent reviews or verified skills. |
| A prepared consultation | The same profile offers a request form rather than forcing the customer to restart their enquiry. Consultation handoff | Carry the case brief into the appointment request. Distinguish requested, accepted, rescheduled and completed. Show fee and availability before confirmation. | Local demo Sign-in, preferred-time requests, tentative calendar export, cancellation and exact profile links work. Message delivery and real calendars need integration. |
| A reason to return | Public AI pages emphasise ongoing professional workflows; chat history is exposed in the public page interface. This motivates a continuity design, not evidence of a measured retention effect. Workflow description | Let founders save a case and resume with “What has changed?” Next, add a specialist-approved recurring work calendar, document readiness and service status. Ask permission before reminders; verify deadlines for the founder’s entity and obligations. | Added to demo Saved cases and appointment requests in My workspace. Scheduled reminders are proposed. |