AI Website Assistants for Professional Service Firms

Turn More Inquiries Into Clients

While you solve complex problems, your AI Assistant handles the everyday ones.

Firm Types We Support:

Law Firms

Law Firms

Insurance Agencies

Insurance Agencies

Tax Advisors

Tax Advisors

Financial Planners

Financial Planners

Wealth Management

Wealth Management

Compliance Specialists

Compliance Specialists

Estate Planning

Estate Planning

Accounting Firms

Accounting Firms

Advisory Services

Advisory Services

Michael's law firm's AI assistant answered a question about scope of services, provided calendar availability, and booked two consultations, while he prepared for court.

Michael's law firm's AI assistant answered a question about scope of services, provided calendar availability, and booked two consultations, while he prepared for court.

Michael's law firm's AI assistant answered a question about scope of services, provided calendar availability, and booked two consultations, while he prepared for court.

Professional Services | AI Assistant

Professional Services |

AI Assistant

Available

Hi there! Looking for legal support or have questions about our services? I can help with next steps or get you scheduled.

Does your firm handle small business contracts?

Absolutely. Our firm helps with contract drafting, review, and negotiations for small businesses. Would you like to schedule a free consult?

That’d be great. Do you have availability

the week of September 15th?

Yes, there’s an opening 9/15 at 11:00AM or 2:30 PM. Which works best for you?

9/15 at 11AM works. Let's book it.

Ask me anything...

Ask me anything...

Immediate, Professional Answers to FAQs. Book More Consultations.

Immediate, Professional Answers to FAQs. Book More Consultations.

Immediate, Professional Answers
to FAQs. Book More Consultations.

The Challenge

In professional services, trust and timing are everything. Clients expect fast, clear responses, even outside business hours. But your time is billable, and your team is managing active client work, not monitoring web inquiries or chasing contact forms.

Meanwhile, valuable leads fall through the cracks as potential clients abandon your site when they don’t get answers immediately. Most won’t wait hours or days for a reply, they’ll move on.

How Our AI Assistants Solve This

✅ Lead Qualification

✅ Lead Qualification

✅ Lead Generation

Qualifies new client leads automatically with branded, intelligent conversations.

Qualifies new client leads automatically with branded, intelligent conversations.

✅ Faster Responses

✅ Faster Responses

Answers FAQs about scope of services, billing, and availability 24/7

Answers FAQs about scope of services, billing, and availability 24/7

✅ Lead and Pipeline Builder

✅ Lead and Pipeline Builder

Syncs lead data directly into your CRM or intake system.

Syncs lead data directly into your CRM or intake system.

✅ Customer Service Handoff

✅ Customer Service Handoff

✅ Customer Service Handoff

Escalates complex or urgent matters to your team with context.

Escalates complex or urgent matters to your team with context.

✅ Automated Scheduling

✅ Automated Scheduling

Books consultations or discovery calls into your calendar in real time.

Books consultations or discovery calls into your calendar in real time.

✅ Reinforces Professionalism

✅ Reinforces Professionalism

Establishes your website and presence as an always-on, reliable information source.

Establishes your website and presence as an always-on, reliable information source.

Eliminate manual data entry. Your CRM is updated without lifting a finger.

Learn more about available Features

AI that works like part of your team.

AI that works like part of your team.

AI that works like part of your team.

Your own branded AI Assistant could be up and running this week.

Your own branded AI Assistant could be up and running this week.

Your own branded AI Assistant could be up and running this week.

Launch Yours Today

Book Free Strategy Call

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