AI for professional services businesses
Offices get a steady stream of calls, emails and clients asking where things are up to. We help with the first answer, the follow-up and the reminders, and leave the advice to you.
Pick your business.
Each page has the calls and admin that business really gets, the questions that matter most, and one automation written for it.
Accountants and bookkeepersAround tax time the phone and the inbox fill with clients asking where their return is up to. Calls get answered and summarised, emails get a reply drafted, and clients hear from you when it's time to start the next one.See what fits
Mortgage brokersPeople looking at a loan often ring a few brokers, and you're often in a meeting when they do. You hear about each new enquiry straight away, calls are answered while you're with a client, and quiet enquiries get one friendly follow-up.See what fits
Real estate and property managementProperty managers hear about leaking taps on a Saturday and broken hot water at night. Your AI receptionist takes repair requests after hours with the address and the problem, and puts anything you've marked urgent through to the person on call.See what fits
Law firmsPeople ringing a lawyer are often stressed, and they want to know someone has their details. Your AI receptionist says it's an AI, takes their name, what it's about and the best time to call, and never gives legal advice.See what fits
IT supportIT support calls range from a forgotten password to an office that can't get online. Your AI receptionist takes the details and sorts urgent from everyday, and new jobs go to the right person on your team by text or Slack.See what fits
What businesses like these usually say yes to.
The questions that come up most across professional services, word for word from the app.
- AI Virtual Assistant
Do you want a text after every call with a short summary of what the caller needed?
After each call, you get a text saying who rang and what they need.
- AI Automation
Do you want your emails sorted and replies drafted for you?
Enquiries in your email go into one list, with a reply written for you to check.
- AI Virtual Assistant
Do you want calls answered after hours too, telling people your hours and taking a message?
When you're closed, your AI receptionist still answers, gives your hours and takes a message.
- AI Lead Gen
Do you want a text or email the moment a new enquiry comes in?
You hear about a new enquiry straight away, by text or email.
- AI Automation
Do you want customers reminded about unpaid invoices?
Customers get a polite reminder when an invoice is overdue, twice at most.
- AI Virtual Assistant
Do you want urgent calls put through to your mobile?
Calls that can't wait come straight through to your mobile.
Got 20 minutes for a video call?
Tell us what's eating your week. We'll show you what we'd switch on, what it costs, and if we're not the right fit.