365 Professional Services Agents · The Always-On Front Desk

A Front Desk for Every Client Inquiry, Around the Clock

Agents that don’t just answer the phone, they complete the entire job: screen the inquiry, book the consult, collect the intake, and see every matter through to resolution. Every prospective client captured, nights and weekends included.

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The Portfolio

Each agent owns one job and works your rules

Answering is just the start. Each agent runs the whole workflow, books, reminds, answers, and follows up, from first contact to complete resolution. Anything that needs a person routes to a named queue with the full context attached.

Client Access

Front Desk Agent

Answers every call, text, and chat, screens the inquiry, books the consult, and routes the rest

Scheduling Agent

Books consultations and meetings under your availability and matter-type rules

After-Hours Agent

Turns the 8pm prospect into a booked consult instead of a message left for a competitor

Website Agent

Answers service questions and books consultations from your site, same brain as your phone line

Client Intake Agent

Collects new-client details and documents securely, and flags conflicts for your review

Texting Agent

Two-way SMS for confirmations, reminders, and status on your existing number

Revenue · Experience

Lead Qualification Agent

Qualifies inbound leads against your criteria and books the right prospects, fast

Appointment Reminder Agent

Reminders clients can reply to: confirm, cancel, or reschedule in the same thread

Billing & Payment Agent

Answers invoice questions, sends AR reminders, and takes payment, no card details by text

Review & Reputation Agent

Follows up after the engagement, routes concerns privately, invites happy clients to review

How It Works

The same six steps run behind every agent

1Listen

Take the call

An inbound call, text, or web chat, or an authorized outbound message

2Understand

Read intent

The reason, the urgency, and whether they’re new or existing

3Act

Do the work

Answer, book, remind, or collect under your approved rules

4Connect

Write to your system

Read and write through the software you already run

5Escalate

Hand off exceptions

Route to a named queue with a summary, the details, and the context

6Measure

Record the outcome

Answered, booked, or handed off, every contact accounted for

Keep your number. Keep your phone system. Keep your software

Forward your existing line, mobile, VoIP, or PBX, and the agent answers instantly. It reads and writes to Clio, Calendly, HubSpot, Salesforce, or whatever runs your practice, plus 3,000+ other integrations.

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Why the client front desk comes first

The Client’s Problem

They call three firms about a time-sensitive matter. Two go to voicemail. They hire the one that answered, explained the next step, and put a consult on the calendar.

The Firm’s Problem

Billable people can’t stop to answer the phone, and the front desk is stretched. New-client calls become voicemails, and nobody can see how many prospects were lost.

Who It’s For

Law firms, accounting and CPA practices, consultancies, agencies, and financial and insurance advisors. Bought by owners, managing partners, and operations leads.

Where It Earns Its Keep

New-client intake calls. Overflow when the team is heads-down. After-hours and weekend prospects. Website visitors who won’t fill out a form.

What the firm receives on handoff · new-client inquiry, 8:14 PM

ChannelVoice inbound · after hours

MatterContract dispute · time-sensitive · new client

ScreenedPractice area and location confirmed against your criteria

BookedConsult held for tomorrow 10:00, intake link sent

NextAttorney confirms and runs a conflicts check with the full conversation attached

The rule behind every agent: automate the routine, route the rest to a person, with the whole conversation attached.

Every inquiry answered. Every consult booked. Every matter moved forward

Forward your existing number and your Professional Services agents take the whole job: answer, book, remind, and resolve, tonight included.

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