Professional Services
Your next client alreadyreached out. Your teamhasn't responded.
In professional services, speed is trust. The firm that responds first wins the engagement. AI Front Desk agents handle every inbound inquiry, book consultations automatically, and keep your pipeline moving — while your team focuses on billable work.
2.2M+
Communications Handled
Across all verticals
200+
Locations
Deployed in production
60s
Avg Response Time
24/7 availability
SOC 2
Type II Certified
Enterprise-grade security
Who We Serve
Built for every firm inprofessional services.
From real estate agencies and insurance brokerages to law firms and financial advisors, the same AI agents handle prospect inquiries, consultation booking, and pipeline follow-up at scale.
🏠
Real Estate
Showings, listings & buyer inquiries
📋
Insurance Agencies
Quote requests & consultation booking
⚖️
Law Firms
Intake, consultations & case inquiries
💰
Financial Advisors
Discovery calls & client onboarding
🏦
Mortgage Brokers
Pre-qualification & application follow-up
📊
Accounting Firms
Tax season intake & advisory services
The Problem
Leads go cold while yourteam is billing hours.
78%
Of leads choose the first responder
A prospect submits a contact form, sends an email, or calls your office. If you don't respond within 5 minutes, they've already moved to your competitor. Your team is in meetings. Your AI agent isn't.
11 hrs
Average professional services response time
The industry average for responding to new inquiries. In that same window, a prospect has contacted three other firms, taken one meeting, and is close to a decision — without you.
Pipeline
Leaks between touchpoints
Most lost opportunities aren't from bad pitches — they're from dropped follow-up. A lead who didn't book on first contact needs 5–7 touches. Manual follow-up falls apart after two.
The AI Agents
Six agents.One client journey.
Every stage of the client lifecycle — from first inquiry through referral and re-engagement — handled by a purpose-built AI agent that understands professional services operations.
01 — LEAD
Lead Response Agent
Responds to every inbound inquiry within 60 seconds via SMS or email. Qualifies the prospect, answers initial questions, and offers available consultation slots — before your team sees the lead come in.
● Live in Production
02 — NURTURE
Lead Nurturing Agent
Runs multi-touch follow-up sequences for prospects who inquired but didn't book. Credential highlights, case studies, service overviews, and re-engagement — automatically, across every channel.
● Live in Production
03 — BOOK
Consultation Booking Agent
Handles the entire scheduling workflow. Checks calendar availability, sends calendar invites, delivers pre-consultation prep materials, and confirms the appointment — no back-and-forth required.
● Live in Production
04 — ONBOARD
Client Onboarding Agent
Guides new clients through intake, document collection, and onboarding steps. Reduces the manual coordination burden on your team and sets professional expectations from day one.
○ In Development
05 — RETAIN
Client Retention Agent
Monitors engagement signals — delayed responses, missed check-ins, reduced activity — and intervenes with targeted outreach before a client disengages or moves to a competitor.
○ In Development
06 — WIN BACK
Win Back Agent
Re-engages former clients and cold prospects with personalized outreach — new service offerings, market updates, or relevant content matched to their previous inquiry history.
○ In Development
Proven in Production
The agents are proven.Your firm is next.
AI Front Desk agents have been running in production for 2+ years across 200+ locations and 2.2M+ client communications. The same infrastructure built for high-volume service businesses — adapted for professional services.
Why Professional Services Is Different
Relationship-first doesn't mean slow
Professional services run on trust and relationships. AI agents don't replace that — they ensure every prospect gets a fast, professional first response that earns the right to the relationship.
Every lead has a decision timeline
A homebuyer, insurance shopper, or legal client is actively deciding right now. Response time isn't just a metric — it's the difference between winning and losing the engagement.
Pipeline gaps kill growth
Most professional service firms lose more business to slow follow-up than to bad pitches. Consistent, automated nurture sequences close the gap between inquiry and signed client.
What We Deliver
60-second response, 24/7
Every inbound inquiry gets a professional, on-brand response within 60 seconds — regardless of when it comes in. No more leads going cold overnight or over weekends.
CRM and calendar integration
Connects directly to your existing CRM, scheduling tool, and communication platforms. No duplicate entry, no missed handoffs, no gaps in your pipeline.
Full audit trail on every interaction
Every message, every follow-up, every booking is logged and auditable. Your team always knows exactly where every prospect stands.
2.2M+
Communications Processed
Across all verticals, all types of client interactions
200+
Locations
Running production agents across service businesses
2+ Years
Production History
Stable, reliable, continuously improving
How It Works
Live intwo weeks.
Not two months. Not a pilot program. Production agents, handling real client inquiries, inside your existing CRM and scheduling systems.
WEEK 1
Configure & Train
We integrate with your CRM, calendar, and communication platforms. Configure your service offerings, qualification criteria, and follow-up sequences. The agent learns your firm's voice and processes.
WEEK 2
Test & Launch
Live testing with real inquiry scenarios. Quality scoring on every interaction. When performance meets production standards, the agent goes live and starts handling inbound leads.
ONGOING
Monitor & Improve
Real-time monitoring, pipeline analytics, and continuous optimization. Full audit trail on every client interaction. Your agents get smarter every week.
Ready to deploy?
Be among the firstprofessional service firmsto deploy productionAI agents.
Book a deployment assessment. We'll show you exactly how AI agents fit into your client acquisition workflow — and what the numbers look like for your firm.
+Request Assessment