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Accountants, Lawyers & Advisors

New client enquiries, handled without interrupting billable time

Your AI voice receptionist qualifies new client enquiries, books initial consultations, and handles routine questions — so your professionals stay focused on client work that generates revenue.

100% Enquiries captured
24/7 After-hours availability
0 Interruptions to fee earners
Live Demo — Talk to a Professional Services AI Agent

Microphone access required. Works on Chrome, Firefox, and Safari.

New Client Intake & Qualification

A prospective client calls asking about tax returns, estate planning, or a commercial dispute. Your agent captures their situation, assesses urgency, qualifies the matter, and books them in with the right specialist — without pulling anyone out of a meeting.

Consultation Scheduling

Existing and prospective clients need to book a time with their adviser, solicitor, or accountant. Your agent manages calendar availability, confirms appointments, and sends reminders — reducing no-shows and administrative overhead.

Routine Client Enquiries

Clients call to ask about document requirements, turnaround times, fee structures, and office hours. Your agent provides accurate, consistent answers and routes complex queries to the appropriate team member when professional judgement is required.

Simple Pricing

One flat monthly fee. Your reception cost, solved.

No per-call charges. A single monthly plan that covers your entire practice.

Starter
$497/mo
Was $997
500 minutes included

Small practices and sole practitioners managing a focused client base.

Enterprise
$1,497/mo
Was $2,997
5,000 minutes included

Large firms and multi-office professional services groups. White-label available.