Enquiry qualification
Asks concise, configured questions and gives your team a summary they can act on.
Professional services
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.
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
Asks concise, configured questions and gives your team a summary they can act on.
Offers permitted meeting types and times through a connection we have validated.
Directs existing clients appropriately without disclosing details or making professional judgements.
We map the receptionist to your CRM, calendar and intake process, with permissions and data flow agreed in writing before production access is enabled.
It does not give legal, financial or other regulated advice. Confidential or judgement-based questions are handed to your team.
We build a safe demonstration around your real customer journeys, on sample data.