AI agents for professional services
An AI agent for professional services —law firms, accountants, consultancies or insurance brokers— handles first inquiries on WhatsApp or by phone, asks the questions needed to understand the case, books the meeting with the right professional and organizes the documents the client sends. It never gives advice on its own.
We have implemented agents for companies in this industry.
A day at a firm
- Morning
A prospect writes before their workday to ask for advice.
- Today
- They get a reply in the afternoon, after contacting another firm.
- With the agent
Replies instantly and asks the questions needed to understand the case.
WhatsApp agents
- Morning
An inquiry arrives that is outside the firm's practice.
- Today
- A professional spends time on it only to find it does not apply.
- With the agent
Classifies it and routes it to the right area, or politely explains it is not a case for the firm.
AI integration
- Afternoon
A client sends several documents by email and WhatsApp.
- Today
- Someone finds them, renames them and files them in the case folder.
- With the agent
Classifies them and stores them where your team needs them.
AI integration
- Afternoon
The prospect wants to meet this week.
- Today
- Emails go back and forth to find a time.
- With the agent
Books the meeting in the professional's calendar.
Process automation
- Night
Someone calls with an urgent matter after hours.
- Today
- Nobody answers and the case goes to another firm.
- With the agent
Answers the call, takes the details and alerts your team.
Voice agents
How we implement it
Trace the workflow
We measure how many inquiries come in, how many become clients and how much team time goes into handling them.
Rules or AI?
Booking and requesting documents are solved with rules; AI steps in to understand the case the client describes and classify it.
Agent and human
We define what the agent asks and at which point the case goes to the professional.
Safe zone
The agent never gives legal, accounting or financial advice on its own and handles documents under the firm's confidentiality rules.
Objectives measured
We compare handled inquiries, booked meetings and team time freed up against the baseline.
What the agent does not do
- It gives no legal, accounting or financial advice: the professional does.
- It does not quote fees the firm has not defined.
- It does not decide on a case: it prepares it so the professional arrives with complete information.
Frequently asked questions
The switchboard is open. Write to us.
We reply in less than 2 hours