Professional Services
You gave 40 consultations last month. You signed 12.
Intake calls going to voicemail during depositions and tax season. Unsigned engagement letters nobody follows up on. Past clients who would refer you — if anyone stayed in touch. We handle intake, chase every unsigned engagement, and nurture your referral network while your team bills.
Every firm deals with this
Your intake is leaking clients
Potential client calls at 2 PM — attorneys in depositions, paralegal on another line, receptionist at lunch. Voicemail. That PI case, that estate plan, that business formation — gone to the firm that picked up first. During tax season, it is ten times worse.
Consultations convert but nobody follows up
Great consultation, prospect says "let me think about it," walks out. Nobody sends the follow-up. The engagement letter sits unsigned. Conversion rate running 30-40% when it should be 60%+. That is $200K-500K a year walking out because your highest-paid people are too busy billing to chase.
Your best referral source is collecting dust
Years of closed files. Estate clients who need trust updates. Tax clients who outgrew their entity structure. Insurance clients approaching X-dates. They would refer you — if they remembered you. But nobody has called in two years.
AI built for professional service workflows
Intelligent Intake
AI answers every call — after hours, during trial, during tax season. Gathers case type, qualifies the inquiry, and triages to the right professional. No voicemail, no lost clients.
Consultation Follow-Up
After every consult, AI sends personalized follow-up referencing the specific matter. Addresses fee concerns, offers payment plans, makes signing effortless. Day 1, 3, 7, 14 — not a CRM drip.
Client Reactivation
Estate planning clients get trust review reminders. Tax clients get entity check-ins. Insurance clients get approached before X-dates. Every touchpoint references their history with your firm.
Referral Network Nurturing
Your COIs are your highest-value lead source. AI maintains consistent touchpoints with referring attorneys, CPAs, agents, and advisors. Your firm stays top of mind without consuming partner hours.
24/7 Professional Response
Legal emergencies do not wait for business hours. Neither do high-net-worth prospects researching advisors at midnight. Immediate, professional response — no "we will get back to you Monday."
Practice Management Integration
Clio, MyCase, Lawmatics for law firms. TaxDome, Karbon for CPAs. Redtail, Wealthbox for advisors. Applied Epic, HawkSoft for insurance. Data flows automatically.
Common questions
Law firms — PI, family, estate, business, criminal, immigration. CPA and accounting firms. Financial advisors. Insurance agencies — P&C, life, health, benefits. If you run on consultations and engagements, we fit.
AI intake gathers information and schedules consultations without providing legal advice. Encryption, access controls, and we work with your compliance team on data handling before going live.
Firms typically see consultation-to-client jump from 30-40% to 55-65%. For 30 consultations a month, that is 6-8 additional signed clients.
Tax season is when intake matters most and capacity is lowest. AI handles the Jan-April surge — new inquiries, scheduling, unsigned engagement letters. After season, it shifts to advisory outreach and planning consultations.
Let's do the math you've been avoiding.
Revenue Recovered
Scroll down for full breakdown ↓
Estimations based on 35% response rate, 20% booking rate, and 20% close rate.
These are conservative numbers from real campaigns.
Leads in your CRM
2,500
You paid to acquire them
$125K–$375K
Current revenue from those leads
Follow-up plan
None. Just sitting there.
Same leads
2,500
Conversations started
875
Appointments booked
175
Revenue recovered
How many signed clients are sitting in your consultation notes?
Book a demo and we will show you AI working your intake, engagements, and dormant client files.
Not ready?