AI Voice Agent for Professional Services

Convert More Enquiries Into Clients

Your AI qualifies prospects, books consultations, and handles enquiries 24/7—while you focus on billable work for existing clients.

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The Professional Services Paradox

Your most valuable asset is your time. But winning new clients requires responding to enquiries—often during the exact hours you're serving existing clients.

78% of legal prospects call multiple firms—first to respond usually wins
£2,400 average lifetime value of a new accountancy client
67% of initial enquiry calls happen while professionals are in meetings

Every unanswered call goes to your competitor. AI ensures you answer first—every time.

How AI Sales Voice Works for Professional Services

1. Prospect Calls Your Firm

Whether you're in court, with a client, or it's 8pm on a Sunday, AI answers with your firm's professional greeting.

2. AI Qualifies the Enquiry

What type of matter? What's the urgency? What's their situation? AI asks your screening questions to identify serious prospects.

3. Books the Consultation

Qualified prospect? AI books directly into your consultation calendar. Not a fit? AI takes a message or redirects appropriately.

4. You Receive Full Brief

Before your consultation, you have: their situation, key details, urgency level, and any specific questions. You're prepared before you pick up the phone.

Built for Professional Services Firms

⚖️ Practice Area Routing

AI identifies the type of matter and routes to the right person. Employment issue? Criminal matter? Tax query? Each goes to the relevant specialist.

📋 Intake Questionnaire

AI collects essential information before the consultation: case type, key dates, opposing parties, previous representation. Your first meeting starts informed.

🚨 Urgent Matter Escalation

Time-sensitive matters—court deadlines, criminal arrests, emergency injunctions—AI recognises urgency and escalates immediately to your mobile.

💷 Fee Quotation

For standard matters with fixed fees, AI can quote your rates. "A simple will starts at £350 plus VAT. Would you like to book a consultation to discuss your requirements?"

📅 Consultation Booking

AI sees your availability across all partners/staff and books consultations directly. In-person, video, or phone—whatever you offer.

🔒 Confidentiality Awareness

AI is trained on professional confidentiality. It won't discuss existing matters with callers, confirms client identity before sharing case updates, and maintains appropriate boundaries.

AI for Every Professional Services Firm

Law Firms

Conveyancing, family, criminal, commercial, personal injury. AI qualifies matters, checks for conflicts, books initial consultations, and maintains the professional image your firm demands.

Accountancy Practices

Self-assessment, company accounts, VAT, payroll, tax planning. AI qualifies prospects by business size and needs, books discovery calls, and handles deadline enquiries.

Management Consultants

Strategy, operations, digital transformation. AI qualifies by company size, challenge type, and budget—ensuring you only speak to genuine opportunities.

Financial Advisers

Pensions, investments, mortgages, insurance. AI collects key financial details and books fact-find appointments while maintaining FCA compliance awareness.

Architects

Residential, commercial, planning applications. AI qualifies by project scope, location, and timeline—booking site visits for serious enquiries.

HR Consultants

Contracts, tribunals, policies, recruitment. AI identifies the matter type, company size, and urgency—routing appropriately.

What Professional Services Firms Say

"We're a four-partner firm. When we're all in meetings or court, calls went to voicemail and we lost prospects to larger firms with receptionists. AI changed that completely. Our new client numbers are up 35%."
— Sarah Mitchell, Partner, Mitchell & Associates Solicitors, Manchester
"January is chaos for accountants. Every self-assessment procrastinator calls at once. AI handled over 200 calls for us in the last week of January—qualifying prospects, booking appointments, and answering basic deadline questions."
— David Chen, Director, Chen Accountants, Birmingham
"The intake information AI collects is better than what we used to get from our receptionist. By the time I call a prospect back, I already know their situation, budget, and timeline."
— Emma Thompson, Management Consultant, London

AI vs Hiring a Receptionist

Factor Full-Time Receptionist AI Sales Voice
Monthly cost £2,200+ (inc NI, pension) £99 - £399
Hours covered 40 hours/week 168 hours/week (24/7)
Annual leave/sick days 33+ days/year Zero
Intake accuracy Variable (human error) 100% consistent
Multiple calls at once One at a time Unlimited
Practice area knowledge Requires training Pre-trained on your services

Professional Compliance Considerations

Legal Profession

AI is trained to avoid giving legal advice, maintain client confidentiality, and comply with SRA/BSB guidelines on client communication.

Financial Services

AI doesn't provide regulated advice. It qualifies, collects information, and books consultations with qualified advisers. Full audit trail maintained.

Data Protection

Call data stored securely with appropriate retention periods. GDPR-compliant processing. Client confidentiality maintained.

Frequently Asked Questions

Can AI handle complex legal/financial queries?

AI handles initial qualification and booking—not advice. For complex queries, it takes details and books a consultation with the appropriate professional. This protects you professionally while capturing the lead.

How does it handle existing clients vs new enquiries?

AI can recognise existing clients (by number or name) and route differently—e.g., transferring to their case handler or taking a message. New enquiries go through qualification.

What about urgent matters?

You define what's urgent. Criminal arrests, court deadlines, emergency injunctions—AI recognises these triggers and escalates immediately to your mobile.

Will it damage our professional image?

AI sounds professional and polished. It maintains appropriate formality, uses correct terminology, and represents your firm better than a voicemail ever could.

Can we review calls for training/quality?

Yes. All calls are recorded and transcribed (if enabled). Review for quality, training, and compliance purposes.

Win More Clients Without Losing Billable Hours

AI Sales Voice ensures every enquiry gets immediate, professional attention—even when you're busy serving existing clients.

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Trusted by 200+ UK professional services firms.