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.
The pillar Boafo Agent solution: answer every call, qualify the caller, book the meeting.
Learn more →Score and route inbound leads the moment they land.
Learn more →Turn website visits and replies into booked time on your calendar.
Learn more →Run discovery, follow up, and progress deals 24/7.
Learn more →Resolve tier-1 questions instantly across phone, chat, and email.
Learn more →One virtual AI receptionist across your phone, site and inbox, trained on your business.
Learn more →Explore Solutions For Your Industry
See how teams in your sector are deploying AI Employees.
Quotes, tracking, dispatch handled around the clock.
Explore →Qualify enquiries, book viewings, never miss a lead.
Explore →Triage callers and schedule visits without taking staff off-floor.
Explore →Answer admissions questions and book tours 24/7.
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.
