First contact that sounds like your firm — at 9 PM
Capture every inquiry, qualify the brief, and book the consultation so partners spend their hours on billable work, not on the switchboard.
Call in progress…
Where professional services calls usually go wrong
The same handful of problems show up in almost every call queue, long before an agent ever gets involved.
The best briefs arrive after hours
Founders and finance leads call in the evening. A voicemail from a closed office is often a brief that goes to the next firm on the list.
Scheduling eats consulting time
Finding a slot across partners, sending a calendar invite, then confirming by phone is a day of work that never hits a timesheet.
Unqualified inquiries still get a partner
Without a first pass on scope, budget and urgency, senior time is spent on calls that were never going to convert.
Where the agent takes work off your plate
Built around the calls professional services teams actually handle every day — not a generic script.
Structured first-contact intake
Every caller is asked the same opening questions — topic, company size, timeline — so the brief arrives complete.
Consultation booking
Qualified inquiries get a real slot from the connected calendar, confirmed before the call ends.
Specialty routing
Tax, legal, audit or strategy requests are sent to the right practice group instead of a shared inbox.
Budget and urgency filter
A light qualification step keeps exploratory chats from blocking partner calendars, without sounding like a gate.
After-hours first contact
A 21:00 inquiry gets the same intake as a 09:00 one, ready on the practice dashboard the next morning.
Built to keep up with professional services call volume
A few generic numbers that describe how the agent behaves on every single call.
More qualified first conversations reaching partners
First contact captured outside office hours
Less time spent on administrative phone tag
The building blocks behind this workflow
The parts of the platform professional services teams lean on most for this workflow.
Questions about Professional Services
No — intake, qualification and scheduling only. Advice stays with your consultants; the agent gets a complete brief to them faster.
See it work for Professional Services
Spin up an agent for this exact workflow, give it a task, and call it yourself in the next few minutes.
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