Elevate Client Interactions with AI Voice
Transform client screening, consultation scheduling, and information gathering with intelligent voice agents that operate with precision and professionalism.
Redefine Professional Efficiency
Our AI voice technology transforms how professional services firms interact with clients and manage their workflow.
Intelligent Client Screening
Pre-qualify potential clients with sophisticated screening that identifies case merit, urgency, and alignment with your expertise.
Expert Consultation Scheduling
Match clients with the right specialist based on needs and expertise, while intelligently managing your firm's calendar.
Information Gathering
Collect comprehensive client information before consultations, ensuring your professionals have all facts upfront.
24/7 Client Support
Provide instant answers to client questions about process, timelines, documentation needs, and status updates.
Automated Documentation
Generate detailed consultation summaries and client intake forms directly from conversation content.
Compliance Focused
Built with industry regulations in mind, ensuring confidentiality and professional standards are maintained.
Tailored For Your Professional Domain
Our AI voice solutions are customized for the unique needs of various professional services.
Legal Services
Screen potential cases, schedule consultations, and gather case details. Perfect for law firms of all sizes.
Financial Advisory
Qualify prospects, arrange advisor meetings, and collect financial information with complete security.
Consulting Firms
Match clients with the right consultants, manage complex scheduling, and prepare for initial discovery.
Morgan & Associates Doubled Client Consultations
After implementing our AI voice solution, this boutique consulting firm experienced dramatic improvements:
"The AI voice assistant has transformed how we acquire and onboard clients. We're now able to focus exclusively on high-value consultations rather than spending time on initial screening and scheduling."
Client Acquisition Dashboard
Morgan & Associates
Client Calls
64
+18% from last week
Bookings
39
61% conversion rate
Client Qualification
AI screening is identifying more qualified prospects
Top Performing Sectors
Ready to Transform Your Professional Services Practice?
Join forward-thinking professional services firms that are using AI voice technology to elevate client interactions and drive business growth.