AI Receptionist for Professional Services

New-client intake,
without the bottleneck.

For law firms, accountants, financial advisors and consultants: AI that scopes the matter, routes to the right practice area, books intake consultations with the right partner, and captures conflict-check data — all on the first call.

AI voice receptionist for Professional Services businesses — answering, qualifying and booking calls 24/7
What it does for professional services

The specific jobs it does every day.

Matter scoping and practice-area routing

Identifies whether it's family, commercial, property, criminal — and routes to the right partner with full context, instead of bouncing clients between junior staff.

Conflict-check data captured upfront

Full name, related parties, matter description captured on the first call — your intake team runs conflict checks before the callback, not after three phone-tag rounds.

Books consultations into partner calendars

Reads live availability across partners, books the intake slot while the caller is on the line, and sends the engagement details by email. Payment capture available on request.

Authenticates existing clients

When existing clients call, the agent verifies identity before answering matter-sensitive questions — then captures the message with full context for the solicitor to action, so no one is pulled off billable work for a status update.

After-hours high-stakes capture

Commercial disputes, family law urgency, criminal matters — these calls often come in at night. Captures them professionally and routes them for next-morning action.

Accounts and invoice enquiries

Handles common invoice, payment plan and trust account queries — authenticates the caller and answers from your accounting tool where integrated.

Tools we commonly connect for professional services
ActionstepClioLEAPFileProXero Practice ManagerHubSpotSalesforceMicrosoft 365DocuSignStripe
The cost of missed calls

Every unanswered call is revenue walking out the door.

Most businesses don't realise how many leads they lose at the front door — because the phone never rang where they could hear it.

1-in-4

inbound calls to small businesses go unanswered

Small business telephony research

Most

callers hang up rather than leave a voicemail

Consumer call-behaviour studies

Most

missed callers never call back — they call the next business

SMB customer-acquisition research

Thousands

lost per year in missed-call leads — even for small businesses

Calculate your own figure below

How it works

From ring to CRM in one unbroken flow.

Every call is captured, qualified, booked and logged — without a human in the loop, unless you want one.

01

Call comes in

Your AI answers instantly — on your existing number or a new one we provision. No greeting delay, no hold music, no voicemail.

02

AI qualifies the caller

Trained on your services, pricing, FAQs and sales process, the agent handles the conversation naturally — clarifies intent, asks qualifying questions.

03

Books the appointment

Reads live calendar availability, confirms a time, sends SMS + email confirmation — all before the caller hangs up.

04

Logs to your CRM

Full transcript, recording, contact details and deal stage written to your CRM automatically. Zero manual data entry.

05

Notifies your team

Hot leads routed to your sales team via SMS, Slack or email with call context and next-step recommendation.

ROI Calculator

How much are missed calls costing you?

Adjust the inputs to see the revenue an AI receptionist could recover for your business.

Your numbers

40 calls
25%
20%
$800

What you're leaving on the table

Revenue lost per month

$35,200

Revenue lost per year

$422,400

Revenue our AI could recover annually*

$422,400

* The AI answers every call routed to it — so the calls you're currently missing become captured. Assumes your AI converts those calls at a similar rate to your human team; actual results vary by industry and call complexity.

Pricing

Pay for calls answered. Not staff hours.

14-day trial on every plan. Simple monthly pricing. Cancel any time from your dashboard.

Trusted by Australian businesses across healthcare, real estate, trades & law

Essential

For solos and small teams getting started

from$169/mo

+ GST

  • 1 AI agent, 1 phone number
  • CRM + calendar integration (1 each)
  • Call recordings & transcripts
  • SMS booking confirmations
  • 24/7 after-hours coverage
  • Australian data hosting
  • Email support

Credit card required · charged after 14-day trial

Most popular

Growth

For established SMBs with consistent call volume

from$699/mo

+ GST

Everything in Essential, plus:

  • Unlimited integrations
  • Lead scoring & routing rules
  • Priority support

Credit card required · charged after 14-day trial

Pro

For multi-staff SMBs with high call volume

$899/mo

+ GST

800calls/month

Everything in Growth, plus:

  • Custom voice & brand training
  • Weekly performance reviews
  • Dedicated Slack channel

Credit card required · charged after 14-day trial

Enterprise

Custom

For multi-location, 800+ calls, or regulated industries

  • Unlimited call volume
  • Multi-location / multi-agent deployments
  • Role-based access & full audit trail
  • Custom integrations & workflows
  • SLA-backed uptime guarantee
  • Dedicated account manager
  • On-site training & change management
14 days freeCancel in one click before day 15 — no chargeMonth-to-month, no lock-in

All prices in AUD, exclude GST · Australian data hosting · Cancel any time from your dashboard

Questions buyers always ask

The honest objection-handling page.

If you're evaluating voice AI, these are the questions we get every single time. Straight answers, no hedging.

Two ways to start

Call the AI. Then decide.

The fastest way to know if this fits is to hear it. Call the live demo, then book a 30-minute session to map what your own agent would look like.

14-day trial · Live in 24 hours · Australian support