AI chatbot for Professional services
Qualify every enquiry and book the consultation, before your team picks up the phone.
For law firms, accountants and consultancies: the AI agent answers first questions, collects the case details and books a consultation with the right person.
What the agent handles
What it handles for professional services.
- 01
Qualifying enquiries
Asks the right questions for each service, so your team starts every call with the full picture.
- 02
Booking consultations
Books with the right specialist based on the case type and their calendar.
- 03
Document checklists
Sends clients exactly what to prepare before the meeting.
- 04
Case updates
Answers "what's the status?" from your case or project system.
From message to action
It doesn't just reply. It gets the job done in your system.
- 01
Understands the case
Identifies the service needed from the client's own words.
- 02
Collects the details
Asks the questions your team would ask, and records the answers.
- 03
Books the right person
Creates the lead and books a consultation with the right specialist.
Connects to the tools you already use
- CRM
- Shared calendars
- Case or project management
- Email & WhatsApp
- Invoicing
Questions
Will it give legal or financial advice?
No. It gathers information and books consultations; advice always comes from your professionals.
Is client information confidential?
Conversations are stored securely under your account and shared only with your team.
Can it send quotes?
It can send your standard fees for common services and pass anything custom to your team.
Ready to put an AI agent to work in professional services?
Tell us about your systems and channels. Your agent can be live within 48 hours.
Other sectors