Accountants, lawyers, consultants, and advisors spend too much time on intake, scheduling, and answering basic client questions. Your billable time is too valuable for that.
The problems it solves
Prospective clients reach out, ask questions, and take days to convert. The agent qualifies and nurtures leads — moving them toward a consultation without manual work.
Finding a meeting time shouldn't take five emails. The agent handles scheduling end-to-end and sends calendar invites automatically.
Status updates, document requirements, timelines, and process questions — the agent answers the questions you answer on repeat every week.
Proposals that go cold, consultations that never converted — the agent runs structured follow-up sequences so leads don't disappear.
How it works
We handle the full setup — configuration, integrations, testing. You review and approve before anything goes live.
We onboard your business
Services, pricing, tone, hours, FAQs — everything the agent needs to represent you accurately.
We connect your tools
Calendly, HubSpot, Clio, your CRM — we handle the integrations so the agent works within your existing stack.
You review, we launch
You test the agent before it goes live. Once approved, we deploy and monitor from day one.
Continuous improvement
We track performance monthly and tune the agent based on real conversation data. It gets better over time.
What the agent does
Pricing
One flat monthly price — setup, integrations, monitoring, and continuous tuning. No per-message fees, no surprise invoices.
FAQ
Yes. The agent is designed to handle inquiry and scheduling workflows only — not sensitive client documents or confidential matter data. All conversations are encrypted in transit.
Completely. The agent is configured with your approved responses, your firm's tone, and strict guardrails. It will never speculate on legal or financial matters.
The agent is designed to hand off naturally. Any request to speak with a human routes immediately to the right contact.
Most professional services deployments go live within 5–10 business days. We handle full configuration — you review and approve before launch.
Book a 30-minute intro call. We'll walk through exactly how the agent handles your specific workflows and answer any questions about setup or pricing.