Professional Services
AI assistants that handle client scheduling, service inquiries, and intake 24/7—so your team can focus on billable work.
Key Capabilities: Consultations, Client Intake, Service Info
📋 AI Use Cases
| Use Case | Description |
|---|---|
| Consultation Booking | Schedule meetings with specific advisors or partners |
| New Client Intake | Collect contact info and initial case details |
| Service Inquiries | Practice areas, pricing, and specializations |
| Callback Scheduling | Book return calls with the right professional |
| Document Requests | Capture document needs and notify your team |
| Office Hours Info | Availability, locations, and contact details |
💬 Web Chat Assistant
Embed on your firm website to handle:
- Consultation scheduling with partner selection
- New client registration and intake
- Practice area and service questions
- Document request submissions
- Office location and hours info
📞 Phone Voice Assistant
Deploy for inbound calls to automate:
- Appointment booking through natural conversation
- Client intake with case detail collection
- Service and pricing inquiries
- Callback scheduling with professionals
- After-hours lead capture
🔧 Platform Services
| Service | Usage |
|---|---|
| Appointments | Schedule consultations with professionals |
| Contacts | Store client information and case details |
⚙️ Configuration
| Step | Action |
|---|---|
| 1 | Enable Appointments in Platform Services |
| 2 | Add your professionals and their availability |
| 3 | Configure consultation types and durations |
| 4 | Set up intake questions for new clients |
| 5 | Deploy to web chat and/or phone channels |
Next: Return to Industries Overview or explore Platform Services.