AI for
professional services.
We build client-intake and administrative systems for New Zealand accounting, legal and advisory firms. Capture the reason for an enquiry, prepare the background and connect the prospect with the person best placed to respond.
Built in Auckland · Working across New Zealand
Accounting firmsLegal practicesFinancial advisersBusiness advisers
Prepare the enquiry.
Make the first client conversation count.
A prospective client may know the problem they have without knowing which service or specialist they need. Meanwhile, your team is in meetings, preparing work or responding to existing clients. We help organise that first contact: explain your services clearly, ask the initial questions your firm approves and prepare a brief for review. A connected intake process gives the right professional context before the callback and gives each enquiry an owner.
See the services for professional servicesConnect first contact to a prepared client conversation.
We shape the intake around your service lines, the information your professionals need and the checks your firm completes before accepting a client or opening a new matter.
Welcome enquiries. Follow up on consultations.
We set up an AI Employee for inbound and outbound calls, using approved service information and intake questions. It captures new-client requirements, offers permitted consultation slots and makes consultation reminder or follow-up calls, with professional advice left to your team.
- Inbound new-client intake and enquiry routing
- Outbound consultation reminders and follow-ups
- Permitted bookings and staff handovers
Prepare useful context for your next consultation.
We build a custom intake agent or AI layer that sorts calls, emails and forms by service line. It prepares consultation summaries and highlights missing administrative details for staff review.
- Enquiry classification by service
- Prepared consultation summaries
- Missing-information prompts for staff
Keep intake and client onboarding moving.
We connect CRM enquiries, staff-review tasks and consultations. Once your firm accepts the client, an agreed workflow can send approved onboarding requests and track outstanding administrative items.
- Assigned enquiry and review tasks
- Consultation reminders and follow-ups
- Approved onboarding request sequences
Help prospects recognise the service they need.
We create practice-area pages with clear consultation expectations. Focused forms collect an initial overview and feed the same intake route as calls, helping prospects reach the appropriate team.
- Practice-area and service pages
- Clear first-consultation expectations
- Forms connected to client intake
From a bookkeeping enquiry to a prepared meeting.
A business owner wants bookkeeping support but is unsure what to ask for. Your website and intake process help the accounting team prepare the next conversation.
Find the service
Your bookkeeping page explains who the service is for and offers an enquiry form or call route for an introductory conversation.
Capture the context
The AI Employee asks the firm’s approved questions about the business, the support requested and the preferred contact time.
Prepare the summary
The custom intake agent organises the answers into a bookkeeping enquiry brief and highlights details the adviser may need to clarify.
Assign the meeting
The workflow creates the enquiry record and staff review task, then arranges an allowed consultation or callback with the responsible team.
Your authorised professionals complete conflict and acceptance checks, agree the engagement and provide advice. Staff approval determines when onboarding starts.
Better prepared conversations with prospective clients.
Give each enquiry a clear owner and a useful brief, so professionals can spend the first conversation understanding the client’s needs and next steps.
Context before the callback
Your team can review the requested service, contact details and initial background together, then prepare the questions that need a professional conversation.
Enquiries reach the relevant team
Accounting, legal and advisory requests follow the responsibilities you define, helping partners and specialists see the enquiries that belong with them.
Less chasing during onboarding
After staff approval, routine requests and reminders can follow an agreed sequence, making outstanding administrative items easier to track.
Start with one service line and intake route.
We work through your current enquiry and onboarding process with the team, agree on the initial questions and define who reviews each request. We build the supported record and calendar connections, then test classification, consultation booking and client-acceptance handovers.
Begin with new-client enquiries for one practice area, from first contact to an assigned consultation review. Add onboarding administration after the intake is working well.
Service lines, client types and responsible teams
Approved initial questions and intake fields
CRM, practice tools and consultation availability
Acceptance checks and onboarding approval points
- Enquiries assigned to the appropriate team
- Initial briefs requiring more information
- Time from enquiry to an owned follow-up
A little more
clarity.
AI for professional services, explained.
Can it support more than one practice area?
Yes. We can define separate questions and routing for each service line, with a general staff-review route when an enquiry spans teams or is unclear.
Can it help with onboarding after a consultation?
Yes. After your firm approves the client and next steps, a scoped workflow can send approved administrative requests, track responses and create follow-up tasks for staff.
Can our professionals review enquiries first?
Yes. Staff review can be the default. The AI prepares and routes the intake; your team decides whether to accept the client and how to proceed.
Can you use our current CRM and calendar?
We assess the supported connections and permissions, then agree on which records, meeting types and notifications belong in the workflow before the build.
Prepare better enquiries for your professional team.
Walk us through how a prospect becomes a client at your firm. We can help identify where intake, consultation preparation and onboarding administration need a clearer process.
Home services
Handle inbound enquiries and outbound quote callbacks, prepare job briefs and keep bookings moving while your team is on site.
Healthcare & dental
Handle inbound appointment enquiries and outbound reminder calls, capture booking requests and give reception the details needed to respond.