Built for professional services.

Each agent is trained on the specific terminology, qualification criteria, and workflows of your industry.

Law Firms & Attorneys

Your AI agent screens prospective clients on practice area, jurisdiction, case type, and timeline — then books qualified consultations directly into your calendar.

Intake screening by practice area
After-hours case qualification
Consultation scheduling
Conflict check data collection
Example scenario

A prospective client reaches your site at 10pm after a car accident. Your agent qualifies the case, confirms jurisdiction, captures details, and books a consultation for tomorrow morning.

Real Estate Agents & Brokerages

Never lose a motivated buyer or seller to slow response times. Your agent qualifies leads, answers property questions, and schedules showings around the clock.

Buyer/seller qualification
Property inquiry responses
Showing scheduling
Pre-approval status capture
Example scenario

A buyer finds your listing at midnight. Your agent captures their budget, pre-approval status, timeline, and schedules a showing — all before your competitors wake up.

Financial Services Firms

Qualify prospects on AUM, investment goals, and service needs. Your agent handles initial discovery while maintaining compliance-aware guardrails.

AUM and net worth qualification
Service inquiry routing
Meeting scheduling
Document request handling
Example scenario

A high-net-worth individual visits your site Sunday evening researching retirement planning. Your agent captures their situation, qualifies their AUM tier, and books a discovery call.

Insurance Agencies

Capture quote requests, answer coverage questions, and start claims intake before your team arrives in the morning. Your agent handles the volume so your producers can focus on closing.

Quote request capture
Coverage question responses
Claims intake initiation
Policy renewal reminders
Example scenario

A business owner needs commercial liability coverage urgently. Your agent captures their industry, revenue, employee count, and current coverage — ready for your producer to quote first thing.

Don't see your industry?

We build custom agents for any professional services firm. Tell us about your practice and we'll scope a solution.