Professional services

A professional first response, even when your team is unavailable.

Capture qualified enquiries, arrange approved consultations and route existing-client calls without exposing anything confidential.

Tailored and scoped per firm, with permissions and data flow agreed before any production access.

Typical calls

  • “I need advice about a boundary dispute — can someone call me?”

    Asks your configured intake questions, then leaves your team a useful summary instead of a missed-call note.

  • “Can I book half an hour with an accountant this week?”

    Offers only the meeting types you permit, from a calendar we have connected and tested.

  • “I'm ringing about my ongoing case.”

    Routes the caller to the right team without discussing or disclosing any matter details.

A front desk that follows your way of working.

Collects the caller's needs, contact details and preferred next step consistently.

Arranges consultations against approved calendars and team responsibilities.

Separates new enquiries, existing matters and urgent requests before hand-off.

What it can handle

Enquiry qualification

Asks concise, configured questions and gives your team a summary they can act on.

Consultation booking

Offers permitted meeting types and times through a connection we have validated.

Client routing

Directs existing clients appropriately without disclosing details or making professional judgements.

Built around your systems

We map the receptionist to your CRM, calendar and intake process, with permissions and data flow agreed in writing before production access is enabled.

Clear boundaries

It does not give legal, financial or other regulated advice. Confidential or judgement-based questions are handed to your team.

Common questions

Can it give legal or financial advice?
No. It captures the enquiry and routes it to the right person. Regulated advice stays with qualified people, and it says so plainly to the caller.
Can it arrange a consultation?
It can collect the matter type, urgency and contact details, and where a calendar connection has been built and tested with you it can offer genuinely free slots.
Does it handle conflict checks or client intake rules?
It can apply the intake questions you give it and stop at the point where a person must decide. It will not make an admission or a commitment on your behalf.
Is this available today?
It is scoped per firm. We review your calendar and case or client system and tell you what can be automated before you commit.

Read next

Hear it handle your calls.

We build a safe demonstration around your real customer journeys, on sample data.

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