By industry
AI receptionist for accountants and law firms
People contact an accountant or a lawyer when something matters: a deadline, a dispute, a business decision. If the first response takes days, they call another firm. Our AI receptionist for accountants and law firms answers calls and messages at any hour, takes a structured enquiry, books an initial consultation and routes it to the right person. It never gives legal or financial advice.
What gets in the way today
Fee earners should not spend their day answering general enquiries, but reception cannot always ask the right questions. Enquiries arrive after hours and at weekends with no response. Some are not a fit for the firm's areas of work, and finding that out takes a call that could have been avoided.
What we set up, step by step
- Structured intake. The questions your firm defines: the type of matter or service, timing, and contact details.
- Out-of-hours first response. Every enquiry acknowledged at once, with a clear explanation of what happens next.
- Routing. Enquiries sent to the right team or person by area of work.
- Consultation booking. Initial consultations booked into the right diary, by your rules.
- Not a fit, handled politely. Enquiries outside your areas get a courteous reply, without taking up a fee earner's time.
No advice, and handled with care
The AI does not give legal, tax or financial advice, and it says so clearly when asked. It collects only the information your firm needs for a first contact, and any conflict checks, engagement terms and advice stay with your professionals. Data handling follows applicable data protection law, and the intake is set up with your firm's own policies in mind.
What your day looks like after
Fee earners start the day with structured enquiries already sorted by area of work, and consultations already booked. Prospective clients get a prompt, professional first response instead of silence, and fewer calls are spent on enquiries the firm does not handle.
A typical first contact
On a Sunday evening, a business owner contacts the firm about a tax deadline. The AI acknowledges the enquiry, explains that it cannot give advice, asks the intake questions the firm defined, such as the type of service needed and the timing, and offers an initial consultation slot. On Monday, the right adviser sees a structured enquiry and a booked meeting instead of a voicemail.
Where it fits
It works with automatic lead qualification, a custom CRM and lead follow-up automation. It is part of the Client Capture System. See the general AI receptionist page and all our services.
Questions
Does the AI give legal or financial advice?
No. It says clearly that it cannot, and passes questions to your professionals.
What information does it collect?
Only what your firm defines for a first contact, such as the type of matter or service, timing and contact details.
Can it route enquiries by area of work?
Yes. Each enquiry is sent to the right team or person.
Can it book initial consultations?
Yes, into the right diary, following your rules.
What happens out of hours?
Every enquiry gets an immediate acknowledgement and a clear next step, and your team sees it at the start of the day.
How long does setup take?
AI voice agents and automations take five working days to build, and nothing goes live without your approval.
Start with a free demo
We build first: you see a live demo of your new website within 24 hours, before paying anything. Then a 30-minute call to walk through it.
All services The Client Capture System Automatic lead qualification Custom CRM and dashboard Lead follow-up automation