Skip to content

AI agents for professional services

Organise every new enquiry before the consultation.

Law firms, accountants, architects and consultancies lose billable hours to first-contact admin. An AI agent captures the matter, checks it against your practice areas, gathers the intake details, schedules the consultation and hands your team a clean brief—without giving advice.

Book a Free DemoSee the Lead Qualification Agent

Free 30-minute consultation · No obligation · Built around your workflow

Senior professional reading a printed brief at a desk by the window of a small firm

Sound familiar?

Where enquiries slip through today.

The everyday friction teams describe before an AI agent takes the first response.

  • First calls are spent finding out what the enquiry is actually about—and whether you handle it at all.

  • Intake forms are emailed back half-completed, or not at all.

  • Scheduling a consultation takes several messages between the client, reception and the fee earner.

  • Enquiries outside your practice areas still consume time before they are referred elsewhere.

  • Conflicts and required information are checked late, sometimes after the meeting is booked.

Three high-value workflows

What the agent takes on, step by step.

Each workflow is configured around your rules, wording and systems. The steps show the typical shape; the details are yours.

  1. Matter intake and fit check

    Understand the enquiry, check it against your practice areas and prepare a structured brief.

    1. Greet the enquiry on web chat, WhatsApp or email and explain that a professional will advise
    2. Ask what the matter concerns, the parties involved, urgency and any deadlines
    3. Check the matter against your practice areas and intake rules; refer out politely if you do not handle it
    4. Collect the intake details you specify, including information needed for conflict checks
    5. Create the matter or lead record and send a structured brief to the right fee earner

    Outcome: Fee earner opens a brief, not an empty enquiry

  2. Consultation scheduling and preparation

    Get the first meeting booked and the client prepared.

    1. Offer consultation times from the relevant professional’s calendar
    2. Confirm the format—in person, phone or video—and send the invite
    3. Send the pre-consultation checklist of documents and information to bring
    4. Collect documents through a secure upload link before the meeting
    5. Remind the client and flag missing items to your team

    Outcome: Consultations start with the documents already in hand

  3. Client updates and routine requests

    Answer routine questions about process and timelines without interrupting fee earners.

    1. Identify the client following the steps you define
    2. Answer process, timeline and billing questions from approved content
    3. Handle appointment changes and document requests within permissions
    4. Escalate anything requiring professional judgement, or a complaint, to the responsible person
    5. Log every interaction against the matter

    Outcome: Clients feel informed; professionals are interrupted less

Example conversation

Website enquiry becomes a prepared consultation

An illustrative conversation showing the agent at work—and what it does in your systems while it talks. Names, times and figures are examples, not client data.
  1. Customer: Hello, I need help with a commercial lease dispute with my landlord. Do you handle that?
  2. Agent: Yes, the firm handles commercial property disputes. I’m the firm’s AI assistant—I can take some initial details and book a consultation with a solicitor, who will advise you. Could you tell me the name of your business and roughly when the dispute started?
  3. Customer: It’s my café, Café Limani. The landlord served a notice two weeks ago about rent arrears we disagree with.
  4. Agent: Thank you. Is there a deadline stated in the notice? And may I take the landlord’s name so the firm can run its standard conflict check before the meeting?
  5. Customer: We have 14 days to respond—about 12 left. The landlord is a company called Andreou Estates.
  6. Agent: Thank you—I’ve flagged this as time-sensitive. Maria Georgiou, who leads commercial property disputes, has a consultation slot tomorrow at 09:30 or Wednesday at 14:00. Which would you prefer?
  7. Customer: Tomorrow at 09:30, please.
  8. Agent: Booked: tomorrow at 09:30 with Maria Georgiou, in person or by video—your choice. I’ve sent a confirmation with a short list of documents to bring, including the lease and the notice. Maria will review the details before you meet.
  9. System: Consultation scheduled · Conflict check requested · Brief sent to Maria Georgiou

What the agent does

Web Chat

Behind the conversation, in your systems.

  1. Checked practice areas

    Commercial property disputes: handled by the firm

  2. Captured matter details

    Lease dispute · Rent-arrears notice · 12 days to respond

  3. Flagged as time-sensitive

    Deadline rule triggered priority routing

  4. Conflict check requested

    Landlord name sent to the firm’s standard check—run by staff

  5. Booked tomorrow 09:30 with Maria Georgiou

    Consultation, 45 minutes

  6. Created matter lead with brief

    Structured summary and transcript attached

  7. Fee earner and reception notified

    Document checklist sent to the client

Before and after

The same enquiries. A different day.

What changes when the agent handles the first response and the admin around it—and where your team stays in the loop.
Before

Manual first response

  • The first call is spent discovering what the matter is and whether the firm handles it.

  • Intake forms come back incomplete, and conflict details are chased separately.

  • Booking a consultation takes several rounds between client, reception and fee earner.

  • Urgent deadlines surface late, sometimes after the meeting is arranged.

  • Fee earners answer routine “where are we?” questions between billable work.

After

With an AI agent

  • Enquiries are captured and checked against practice areas the moment they arrive.

  • Intake and conflict-check details are collected in one structured conversation.

  • Consultations are booked directly into the right professional’s calendar with a preparation checklist.

  • Deadlines and urgency are flagged and routed by rules you set.

  • Routine client questions are answered from approved content; judgement calls reach the responsible person.

Recommended package

The package we usually recommend.

Most firms need website and WhatsApp enquiries connected to calendars and a CRM or practice-management system, with structured intake and handoff. Pro covers this. Smaller practices sometimes start with a single-channel Starter agent for intake and notifications, and firms with several departments or a busy switchboard move to Business for voice and routing.

Agents involved

Also relevant

Pro

Most Popular

Website and WhatsApp working together with your calendar and CRM.

One-time setup
From €1,990
Monthly plan
From €299/month
  • Website + WhatsApp
  • Advanced qualification
  • CRM integration
  • Calendar booking
  • Automated follow-up
  • Human handoff
  • Monthly optimisation
Book a DemoCompare all packages

Prices are starting points and exclude third-party usage fees such as AI model, WhatsApp, telephony, email, and external software charges. Final pricing depends on workflow complexity, integrations, volume, languages, and support requirements.

Human control

What the agent does—and what stays with your team.

The agent collects information, answers approved general questions about your services and process, schedules consultations and routes matters. It does not give legal, tax, financial or professional advice, assess the merits of a case or create a professional relationship—your professionals do, and engagement follows your firm’s own procedures. Conflict checks are requested by the agent but run and decided by your staff. Confidentiality notices and consent wording are yours, and conversations are stored in systems you control.

The agent

  • Collects information
  • Answers approved general questions
  • Schedules, routes and escalates

Your team

  • Makes every medical, legal, financial or eligibility decision
  • Approves anything outside the rules you set
  • Reviews the conversation history at any time

FAQ

Common questions

Honest answers about scope, data and control for this sector.

No. It explains your services and process in approved wording, collects the details a professional needs, and books the consultation. Anything that amounts to advice—merits, options, likely outcomes—is left to your professionals.

The agent states clearly that it is an intake assistant, collects only the fields you approve, and stores conversations in systems you control with access limited to your team. Engagement and any privilege arise through your own procedures, not through the intake conversation. We configure notices in your wording.

It can collect the names and details required and request a check in your system, but the check itself and the decision are performed by your staff.

Common calendars and CRMs connect directly. Practice-management systems vary; where an API exists we integrate, otherwise the agent creates the record in a connected system and your team completes the setup in yours.

You define the practice areas, matter types, minimum criteria and regions you serve. Enquiries outside these are declined politely with a referral message you approve, so your team’s time goes to matters you want.

It depends on the channels and systems involved. Simple agents can often be launched quickly once we receive the required content and access. More complex, voice, custom or regulated workflows require additional design and testing. After the discovery call, we provide a clear implementation plan.

Show us one enquiry. We’ll show you the agent.

Bring a real enquiry from your business to a free 30-minute session. We’ll map how an agent would handle it—and where your team stays in control.

Book a Free DemoMessage Us

Free 30-minute automation assessment.