With a client
You’re in a meeting, at a closing or in court. The new caller tries the next name on Google.
For accounting, law and real estate offices
Every new client call, answered.
AI that answers every call, takes the details of every new inquiry and books the consultation. Anything sensitive goes to a person.
Where new clients slip away
The client who reaches voicemail calls the next office.
Accountants, lawyers, real estate agents and insurance agencies all lose new clients in the same four moments.
Busy season
When tax season or the spring market hits, new inquiries get buried in the inbox.
Slow follow-up
A proposal goes out, and nobody checks back. The client signs with someone who did.
Chasing paperwork
Your team asks clients for the same documents, again and again.
The AI Front Desk
Booked at 7:48 pm, after you’d gone home.
It answers in seconds from the information you approve, like your services, hours and how to get started. Then it books the consultation.
Questions that need a professional, and anything private, go straight to a person on your team.
Your Office
Today 7:48 PM
Missed call at 7:47 PM
Hi, sorry we missed your call! This is the assistant for Your Office. How can I help?
I got a letter from the IRS and I don’t understand it. Can someone help?
One of our accountants can go through it with you. Can I book you a call tomorrow at 10:00 or 2:30?
10:00 works. It’s Sam.
Booked, Sam: tomorrow at 10:00. Please don’t text the letter. Have it with you on the call.
Example Made-up conversation. Services and times come from your office’s info.
Your AI office
Five AI departments. One text to you each morning.
Each department does one kind of work for your office. The AI chief of staff reads their reports and sends you one short briefing.
Every morning
AI chief of staff
Reads every department’s report and texts you one short briefing each morning.
Marketing
Posts a helpful tip for your clients every week, and drafts a reply to every review, in your voice.
- Posted a weekly tip
- Drafted a review reply
Front Desk
Answers every call and takes the details of every new inquiry. Books consultations straight onto your calendar.
- Booked a consultation
- Logged a new inquiry
Sales
Follows up on every inquiry until it gets an answer, and asks happy clients for a review.
- Followed up a proposal
- Welcomed a new client
Operations
Keeps staff schedules straight, tracks supplies and office costs, and answers staff questions from your own rules.
- Requested client docs
- Helped a new hire
Finance
Checks every vendor invoice against the price you agreed.
- Checked an invoice
- Flagged an unpaid bill
Example Sample tasks, worded for an office.
Start with the departments you need most, and add the rest later. AI drafts. A person approves anything that goes out in your name.
Ground rules
The AI takes the details. Your people give the advice.
You set the lines before it answers a single call, and you can change them anytime.
Accountants, lawyers, agents and brokers each have their own rules about client privacy and advertising. You know yours best. We set the AI up around the rules you give us, and you approve every word before it goes live. We don’t give legal advice, and we don’t promise compliance.
No advice
Questions about taxes, cases, deals or policies get a booked call with a person, not an AI answer.
Private goes to a person
It’s set up not to ask for Social Security numbers, account numbers or case details. Anything sensitive goes to your team.
You approve every word
You approve how it answers before it goes live. Posts and review replies wait for a person’s OK.
You own everything
Your accounts, your client list and your data stay yours. If you leave, you keep all of it.
Example math
What one new client is worth.
- A client who pays you $1,200 a year
- And stays for 3 years
Example Made-up numbers. Use your own fees.
$3,600
from one new client
4 clients
a year cover the AI Front Desk’s $400 a month
What we offer
Pick where to start.
Front Desk + Sales
AI Front Desk
Every call answered, new inquiries booked for a consultation and followed up until they get an answer. Anything sensitive goes straight to a person.
$2,500 setup + $400/mo
Best for offices where the phone rings while you’re with clients
About AI Front DeskMarketing
Get Found
A profile and website that make you the obvious choice when people search, with a reply to every review.
Launch: $1,500 setup + $250/mo
Signature, fully custom with a page for each service you offer, is from $4,500 setup + $500/mo.
About Get FoundOperations add-on
Business Brain
Your office’s know-how, written down once, plus an assistant your staff can ask anytime, like ‘How do we open a new client file?’ In English or Spanish.
$750 setup + $99/mo
A small add-on to Get Found or the AI Front Desk
About Business BrainMonth to month after a 3-month minimum. You own your accounts, your website and your client list. Always.
Several offices? Invoice checks start with our Profit Leak Audit. About AI Operations
Let’s answer every new client.
Start with a free visit. We come to you: 1–2 hours at your business, free.