AI Assistant for Professional Firms
Never lose a prospective client inquiry again.
An AI assistant that answers calls and WhatsApp for your firm, captures inquiries, schedules first consultations, and responds to questions, 24 hours a day, 7 days a week.
Implementation in less than one week. No changes to your existing management tools.
You are in a meeting, in court, or deep in a case file. The phone rings. Nobody answers.
A prospective client with an urgent matter, a tax deadline approaching or a legal issue that cannot wait, calls once, gets no answer, and calls the next firm on the list. This is especially costly during tax season or peak court periods.
It is not that your team is underperforming. They are doing their job: in client meetings, preparing case files, attending hearings. And the front desk cannot be everywhere at once. Every missed call is a first consultation that never gets booked, revenue that disappears without you knowing.
What it is
An assistant that handles your clients the way your front desk would.
This is not a voicemail box or an automated phone menu. That is 1990s technology, and it projects a poor image.
Today's assistants hold natural voice conversations. The client calls, explains their situation in plain language, and the system understands what they need: it captures the inquiry details, identifies the case type and its urgency, books a first appointment, and answers questions about specializations, fees, or required documentation.
The same applies over WhatsApp. Everything connects to the firm's calendar and CRM, so inquiries are logged automatically and professionals find them organized when they return from meetings.
How it works
Up and running in less than one week.
Three phases. No disruption to your firm's daily operations.
We connect with your calendar and CRM
We integrate with the tools you already use. We configure the assistant with your specializations, each professional's schedule, indicative fees, required documentation, and your clients' most common questions.
Your assistant starts handling inquiries
It goes live on a dedicated number for calls and WhatsApp. Prospective clients interact with it immediately. Your receptionist or admin team continues operating as normal. The AI complements them, it does not replace them.
It improves week after week
We monitor performance and adjust responses based on feedback. The assistant learns with use: every week it performs better than the last.
Clear expectations
What it does and what it does not.
What it does
Answer calls and WhatsApp with a professional tone and natural language
Capture inquiry details: case type, urgency level, contact information
Schedule initial consultations and first appointments automatically
Respond about specializations, indicative fees, hours, and required documentation
Sync everything with the firm's calendar and CRM
Operate outside business hours, on weekends, and on holidays
Transfer to a professional when a matter requires immediate attention
What it does not
Does not provide legal, tax, or accounting advice
Does not access confidential client files
Does not represent the firm in any capacity
Does not handle privileged or restricted communications
It is an administrative management tool, not a professional one. It frees up your team to focus on what matters: serving clients and resolving their cases.
Results
What you can expect from the first week.
100% of calls answered
No more prospective clients who call, get no answer, and move on to the next firm on the list.
24/7 availability
Nights, weekends, holidays. Clients with urgent matters, a tax deadline or a legal issue, get a response when they need it.
Admin team freed from overload
Time your administrative staff can spend on higher-value tasks instead of being tied to the phone.
More first consultations booked
Inquiries that used to be lost to missed calls now become appointments registered in your calendar.
WhatsApp always active
A prospective client messages on a Sunday night with a tax urgency. They get an immediate response and an appointment booked for Monday.
Professional image maintained
Every call is answered with a professional and courteous tone, even when no one is in the office. The first impression is always flawless.
Is this for you?
For firms that are done losing clients.
If your firm has at least one of these problems, this assistant was built for you:
Partners are in meetings all day and miss calls from prospective clients
During peak seasons (tax filing, court deadlines) inquiries slip through the cracks
The receptionist or admin cannot keep up with calls, back-office tasks, and in-person clients at the same time
After hours, stressed clients with urgent matters call and nobody picks up
You want a polished first impression without hiring additional administrative staff
Firm type
If you lose 3 prospective clients a week, with a first consultation worth 100-200 EUR and a much larger case value, the math speaks for itself.
The cost of the assistant is a fraction of hiring a full-time employee to answer the phone. Return on investment is typically reached within the first month.
Free pilot program. No commitment.
Free implementation, a 3-4 week trial, no lock-in. We only ask for one thing: honest feedback on how it performs at your firm.
Book a 15-minute call and we will show you how it would work for your specific situation.