AI receptionist and answering service for professional firms
Every enquiry taken. Every detail collected.
Your AI staff answer calls and emails, collect the details you'd ask for, book the consultation, and follow up proposals, while you do the billable work.
- Data stored in Canada
- Security verified by Google
- You decide what needs your approval
Hale & Co. Accounting
Wednesday
Year-end review
Booked last week
What changes in your week
Fewer interruptions. More billable hours.
Calls answered while you're with a client.
Your AI Sales Coordinator answers as your firm, asks what they need, collects the details and books the consultation.
An inbox that answers itself.
An Office Manager tells everyone who emails that you got it, answers appointment emails with free times, and sends you the open requests every Monday.
Proposals that don't go cold.
Your AI Outreach Coordinator follows up a proposal or quote that's gone quiet, and stops the moment they reply.
Invoices, kept in order.
A Financial Assistant keeps the invoices in your email in a Google Sheet and chases unpaid ones. It asks you before any email to a client about money.
Built for your business
It collects what your firm needs to know.
Property management answering service
Takes maintenance requests and rental enquiries day and night, collects the unit and the problem, and passes emergencies to you.
AI receptionist for law firms
Takes the enquiry, collects the details you need for a first consultation, and books it. Legal questions go to you.
Accounting, tax and bookkeeping
Answers deadline and document questions from your own checklist, and books appointments through tax season.
Real estate agents
Answers listing enquiries from your information, asks what the buyer is looking for, and books viewings.
Insurance and mortgage brokers
Collects the details for a quote or an application, and books the call with you.
Consultants, agencies and IT support
Takes the enquiry, books the discovery call, and follows up the proposal.
Everyone in professional services
- Accounting, tax and bookkeeping
- Law firms
- Notaries and paralegals
- Insurance brokers
- Mortgage brokers
- Financial planners
- Real estate agents
- Property managers
- Consultants
- Recruiters
- Marketing agencies
- IT support
- Software studios
Your AI staff
The roles that fit.
Hire one, or several. They all work from the same Business Brain, and you decide what each one does on its own and what waits for your approval.
Straight answers
Questions firms ask
- Will it give advice to my clients?
- No. It answers from the information you approve and passes anything that needs your judgement to you.
- Can it take maintenance requests after hours?
- Yes. It answers at any hour, collects the unit, the problem and how urgent it is, and passes emergencies to you.
- Where is client information stored?
- In Canada, and it belongs to your business. Some work, like phone calls and the AI models, runs through trusted providers outside Canada.
- Does it work with the software we use?
- It works with Gmail, Google Calendar, and Zoho Mail, Calendar and CRM, with HubSpot on request. Tell us what else you use.
Stop losing clients to voicemail.
Start free, or book a setup call with our team.