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For law firms, accountants, company formation, fiduciary services, immigration consultants, and insurance brokers

Resolve every client enquiry

end-to-end

An intelligent receptionist that handles after-hours enquiries, new-matter intake, routine client updates, and cross-practice routing — with full audit trails and direct action in your practice management system.

Try Free for 14 Days

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Hear it in action

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call answer rate (every enquiry answered)

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platform uptime SLA

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always-on coverage across all time zones

The real challenges in professional services

After-hours enquiries go unanswered. New-client intake is inconsistent and slow. Routine questions consume billable time that should go to substantive work. A missed call from a prospective client is often a missed retainer — sometimes a five- or six-figure one. And sensitive conversations require care, consistency, and a complete audit trail every single time.

Clients expect immediate answers. Partners need capacity for billable work, not admin.

Key use cases, resolved in your systems

From enquiry to opened matter, in one call.

Every enquiry qualified against your intake criteria, every new matter opened in your practice management system, every consultation booked in your partner's calendar — all inside the same conversation.

01

After-hours enquiry handling

Prospective clients call outside business hours, often at their most urgent moment. The receptionist takes the details, captures the required information, and books the consultation first thing the next morning.

02

New-matter intake

03

Routine client updates

04

Sensitive matter handling

05

Cross-practice intake

Transcript

Voice

· 11:14 PM

Caller

Sorry it is late — I have just been served notice on my apartment.

Receptionist

You have called the right place. I will take the details and book you first thing tomorrow.

Consultation booked · Tomorrow 9 AM

01

After-hours enquiry handling

Prospective clients call outside business hours, often at their most urgent moment. The receptionist takes the details, captures the required information, and books the consultation first thing the next morning.

02

New-matter intake

03

Routine client updates

04

Sensitive matter handling

05

Cross-practice intake

Transcript

Voice

· 11:14 PM

Caller

Sorry it is late — I have just been served notice on my apartment.

Receptionist

You have called the right place. I will take the details and book you first thing tomorrow.

Consultation booked · Tomorrow 9 AM

What matters

Results that matter in professional services

0/7

0/7

every after-hours enquiry captured

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0.00%

uptime SLA — enterprise-grade infrastructure, always on

Multi-channel

voice, SMS, and web chat share one thread

End-to-end

matters opened and consultations booked in the conversation

Built for the confidentiality every practice requires.

The receptionist operates inside clear boundaries — it never gives legal, accounting, or professional advice, and every interaction is preserved in a complete audit trail. Sensitive matters are marked and access-restricted to the assigned partner, giving your practice the audit position it needs while freeing partner time for substantive work.

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languages supported natively with consistent brand tone

Brand tone

consistent voice and warmth across every language, no drop in quality when switching mid-call

Integrations

Works with your existing systems

Connects directly to the practice management, calendar, and telephony systems you already run. No parallel systems. No double entry. Every action is written into the tools your team already uses.

DURING THE CONVERSATION

Consultation booked into your partner calendar

Matter file opened in your practice management system

Intake notes logged automatically

Confirmation sent from your number

Native Integrations

GoHighLevel

Zoho CRM

Salesforce

Google Calendar

Cal.com

Stripe

+ more

Practice management systems (connected via API during onboarding)

Clio

LEAP

Smokeball

Actionstep

MyCase

PracticePanther

Lawmatics

Filevine

+ more

Compliance & control

Built for professional services from the ground up.

GDPR compliant with full audit logs on every conversation

Role-based access to lead and tenant data

SOC 2 Type II and ISO 27001 certified

Designed to support professional obligations around confidentiality and record-keeping

On-premise and private cloud deployment available

Regional data residency with in-country hosting on request

FAQ

Benefits designed for your growth.

Can the receptionist give legal or professional advice?

No. The receptionist operates inside clear boundaries — it answers enquiries, captures the details you need, books the next step, and routes anything substantive to your team. Every interaction stays fully auditable.

How does it handle sensitive or confidential matters?

What happens when a call needs a partner?

Is client data stored securely?

What if a call comes in after hours or when lines are busy?

Still have questions?

We can help you out

Book a Demo

Try It Free for 14 Days — No Commitment

Try It Free for 14 Days — No Commitment

Ready to resolve

every call

end-to-end?

When a call needs more than an answer, that's when our intelligent agent shines.

Try risk free

Shape

Works with your existing number

Live in minutes

14-day money-back guarantee

  • AI Integrators

  • AI Integrators

  • AI Integrators

Ready to resolve

every call

end-to-end?

When a call needs more than an answer, that's when our intelligent agent shines.

Try risk free

Shape

Works with your existing number

Live in minutes

14-day money-back guarantee

  • AI Integrators

  • AI Integrators

  • AI Integrators

Ready to resolve

every call

end-to-end?

When a call needs more than an answer, that's when our intelligent agent shines.

Try risk free

Shape

Works with your existing number

Live in minutes

14-day money-back guarantee

  • AI Integrators

  • AI Integrators

  • AI Integrators