Every missed inquiry is revenue walking out the door.
Professional services firms lose thousands monthly to slow response times and coverage gaps.
Missed Client Inquiries
After hours, during court, in meetings — every unanswered call is a potential client choosing the firm that picked up.
Slow Intake Process
Manual intake forms sit in inboxes. By the time your staff follows up, the prospect has already retained someone else.
No After-Hours Coverage
Your competitors answer at 9pm. Your phone goes to voicemail. The math is simple — availability wins.
See your AI agent handle a real intake conversation.
This is exactly what your prospective clients experience — instant, intelligent responses at any hour.
- Qualifies leads before they reach your team
- Books consultations directly into your calendar
- Captures critical case details upfront
From zero to AI-powered in under two weeks.
No technical expertise needed. We handle the build, you provide the business knowledge.
We Build Your Agent
We learn your practice areas, intake criteria, and scheduling preferences. Your AI agent is trained on your specific workflows within days.
One Line of Code
A single embed on your website connects the agent to your CRM, calendar, and intake system. No developer required.
Live and Improving
Your agent handles inquiries 24/7. Weekly reports show what it captured, what it escalated, and where it improves.
Built for how professional services actually work.
Not a generic chatbot. An agent trained on your practice, your criteria, your voice.
24/7 Client Intake
Never miss an inquiry. Your agent qualifies prospects, captures case details, and routes them to the right team member — at any hour.
Intelligent Qualification
Pre-screens callers based on your criteria. Practice area, jurisdiction, case type, budget — all captured before anyone on your team picks up the phone.
Calendar Integration
Books consultations directly into your scheduling system. No double-booking, no phone tag, no back-and-forth emails.
CRM Sync
Every lead flows straight into your existing CRM — Clio, Salesforce, HubSpot, or your platform of choice. Zero manual entry.
Knowledge Base
Answers common questions about your services, fees, process, and timelines using information you provide. Sounds like your best team member.
Weekly Intelligence
Reports on what your agent handled, what it escalated, conversion rates, and peak inquiry times. Data that helps you staff smarter.
Purpose-built for professional services.
Not generic. Not copy-paste. Each agent is trained on the specific workflows, terminology, and qualification criteria of your industry.
Law Firms & Attorneys
Intake screening, case qualification, consultation booking. Your agent captures jurisdiction, practice area, and case details before your team engages.
Real Estate
Buyer and seller qualification, showing scheduling, property inquiries answered instantly. Agents never miss a motivated lead.
Financial Services
AUM qualification, meeting scheduling, service inquiries handled around the clock. Compliance-aware responses built in.
Insurance Agencies
Quote requests captured, policy questions answered, claims intake started — all before your producers come in the next morning.
Pricing tailored to your practice.
Every firm is different. We build custom proposals based on your volume, integrations, and complexity.
No long-term contracts. Setup takes two weeks. Cancel anytime.