Professional services
AI client intake for professional services firms
In a law firm, an accountancy practice or a brokerage, one new client can be worth years of fees, and the first contact still often ends in a voicemail. We build chat and voice agents that qualify enquiries, run structured intake and book consultations, then write everything to your CRM so your people start with the facts.
Who is it for?
Law firms, accountants and bookkeepers, insurance brokers, consultancies and agencies. Firms where client value is high, intake is structured and repetitive, and billable time is too valuable to spend on admin.
Intake that happens before the first meeting
- Captures the enquiry type, urgency and basic facts
- Checks fit against your criteria, such as practice area, location or size of matter
- Books the consultation with the right person
- Writes a structured record to your CRM, so nobody retypes it
- Follows up automatically if the enquiry goes quiet
Where a person takes over
An intake agent shouldn't give legal, tax or financial advice, and ours don't. We agree the boundary before building: what it answers, what it declines, and when it hands the enquiry to someone qualified. The escalation is designed, not improvised.
Where to start
Most professional services builds start with a chat agent for website enquiries and intake workflow automation, connected to your CRM. Add a voice agent if a real share of new business still arrives by phone.
What we'd build
AI Chat Agents
Context-aware chat that turns anonymous traffic into booked appointments, trained on your services, pricing and edge cases.
Workflow Automation
Intake, routing, follow-up, invoicing and reporting running on their own, across the tools you already pay for.
CRM Development
Custom CRMs, or deep integration with the one you have, so every conversation lands as structured, reportable data.
AI Voice Agents
Phone agents that answer 24/7, qualify the caller, book the job and hand off cleanly when a person is needed.
Common questions
Questions from professional services businesses
Will it give advice to clients?
No. It qualifies enquiries and collects information. Anything that needs professional judgement goes to a person.
How is confidential information handled?
It collects only what intake needs. Data is encrypted in transit and at rest, and we go through your regulatory obligations during scoping.
Does it replace our receptionist?
No. It takes the routine, repetitive part of intake so your people spend their time on clients who are ready to talk.