Professional client support 24/7. Consultation scheduling, client information collection, and service inquiry routing for accounting, consulting, and professional firms.
Every client interaction reflects your firm's professionalism with consistent, courteous service.
Free professionals from phone duty to focus on client work and revenue-generating activities.
Prospective clients can reach you anytime, not just during business hours when they're also working.
Eliminate or reduce reception staff costs while providing superior client service.
Manage tax season, year-end, or other peak periods without hiring temporary staff.
Clients appreciate immediate responses and easy scheduling without playing phone tag.
Book initial consultations and follow-up meetings directly into professional calendars.
Route inquiries to the appropriate professional based on service type, expertise, or availability.
Gather necessary information from new clients before the first meeting to maximize consultation efficiency.
Help current clients schedule meetings, request documents, or connect with their assigned professional.
Collect agenda items, questions, and documents needed for upcoming client meetings.
Schedule follow-up calls after proposal delivery to answer questions and move toward engagement.
Answer common billing questions and direct clients to payment portals or your accounting team.
Process requests for tax documents, reports, or other deliverables and route to appropriate staff.
Capture referral information and schedule introductory meetings with referred prospects.
Manage scheduling across multiple office locations or professional teams.
Automatically log all client interactions, new leads, and appointments in your CRM or practice management software.
Secure, encrypted communications that protect client confidentiality and professional standards.
See how AI receptionists can handle client communications, maximize billable time, and grow your professional practice
Schedule a Demo