AI Employee for Professional Services Firms
Capture new client enquiries 24/7, qualify them against your ideal-client criteria, and book discovery calls straight into the partner's diary.
What's getting in the way today
- Partners get pulled into early-stage tyre-kicker calls.
- Form-fill enquiries are vague and slow to follow up.
- New business leaks because junior staff can't qualify quickly.
- Discovery calls are scheduled over email back-and-forth.
Example conversation
Where the ROI shows up
Keep exploring
Qualify new accounting clients and book discovery calls automatically.
Triage matters, qualify prospects and protect fee-earner time.
Books discovery calls straight into the partner's diary.
Plans built for professional services firms of every size.
Website questions, enquiry capture, configured qualification and booking where configured.
Learn more →Collect structured information and qualify using configured questions and business-defined rules.
Learn more →Collect appointment details and support a connected Google Calendar where configured.
Learn more →Answer website service questions, capture requirements and route enquiries to your team.
Learn more →Resolve tier-1 questions instantly on your website chat, with email handoff.
Learn more →One virtual AI receptionist on your website, trained on your business, with email handoff.
Learn more →Explore Solutions For Your Industry
Explore possible configured website enquiry workflows for your sector.
Website quote and shipment enquiry intake for staff review; no automatic tracking or dispatch.
Explore →Collect property website enquiries and support viewing appointments where configured.
Explore →Collect website care enquiries for staff review and support booking where configured.
Explore →Answer website admissions questions and support tour booking where configured.
Explore →Frequently asked questions
Will it give legal/financial advice?
No, it's explicitly trained not to. It captures and qualifies.
Can we set ideal-client criteria?
Yes, we build those into the conversation during onboarding.
Does it integrate with our CRM?
Yes, via Google Sheets, email, or a direct webhook to your CRM.
Ready to see your AI Employee?
20-minute walkthrough trained on your business before the call.
