Screen enquiries before they reach your billable hours
For CAs, consultants, agencies and law firms: the agent gathers what the enquiry is about, whether it fits your practice, and when they need it — before it lands on your calendar.
Your business
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The problem
What this usually looks like today
- Enquiries arrive with no detail, so the first call is spent working out whether it is even relevant.
- A lot of them are outside what your practice takes on.
- Compliance deadlines mean the same reminders go to the same clients every quarter, by hand.
- Following up on unpaid professional fees is uncomfortable and gets delayed.
What we set up
How the agent is configured for professional services
Not a generic chatbot with your name on it — the behaviour, the escalation rules and the knowledge are built around your work.
Enquiries qualified up front
Nature of work, entity type, turnover band, urgency and location gathered conversationally so you know if it fits before you engage.
Standard questions answered
Services offered, typical engagement structure, documents required, general timelines — from your own material.
Compliance and deadline reminders
Recurring reminders to clients ahead of filing dates, sent automatically instead of remembered.
Fee follow-up, handled tactfully
Outstanding professional fees chased on a set schedule, in your tone, stopping as soon as payment lands.
What changes
- Discovery calls that start with context instead of "so, tell me what you need"
- Enquiries outside your practice filtered before they take up time
- Deadline reminders that go out reliably every cycle
- Receivables chased without an awkward conversation
Describes what the system is designed to do. Actual results depend on your enquiry volume, your catalogue and how your team uses it — we would rather set that expectation here than promise a number.
Other industries
Also set up for
See it answer a professional service enquiry
Book 20 minutes and we will run your own customers' questions through the agent, live, on your own catalogue.
No card required · Setup handled by us · Cancel any time