For accountants, solicitors, consultants and agencies: new enquiries qualified and booked without interrupting fee-earners, and onboarding and document chasing handled automatically.
“I've just set up a limited company and need an accountant — are you taking on new clients?”
Every phone call breaks concentration on billable work.
Engagement letters, ID checks and forms sent and chased by hand.
Hours spent asking clients for records, signatures and information.
A natural-sounding AI voice agent, trained on your business, picks up day and night. Here's what happens when someone calls.
Finds out what the caller needs and whether it's work you take on, before anyone's time is spent.
Straight into the right person's diary, with a summary of the enquiry attached.
Puts calls through to their contact, or takes a detailed message when they're busy.
It asks what you'd ask, in plain English, and gets the details right first time. When a call needs a person, it puts it through or takes a proper message — and you get a written summary either way.
The call is only the start. Automation carries the job through every step, in the software you already use.
qualified on the call
booked in the right diary
letter & ID check by e-sign
in your practice software
sent until everything's in
Engagement letters, ID checks and forms sent, signed and filed without admin time.
Polite, persistent reminders for records and signatures until everything arrives.
Filing and renewal dates tracked, with clients and staff reminded in good time.
Connected with Make, n8n or Zapier — in accounts you own.
Yes, with the right setup. Recording, retention and redaction of personal details are agreed in writing before go-live, and access to transcripts is controlled by role. Our background is identity and access management, so this is designed in from the start.
Yes. It can recognise returning numbers and asks the right questions, so existing clients reach their contact and new enquiries are qualified and booked.
Tools like Xero, Karbon, Clio and DocuSign can be connected so clients are set up and documents filed without retyping.