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, and office location and hours.
Phone voice assistant
Deploy for inbound calls to automate appointment booking, client intake with case-detail collection, service and pricing inquiries, callback scheduling, and after-hours lead capture.
Platform services
| Service | Usage | Catalog |
|---|---|---|
| Appointments | Schedule consultations with professionals | Services |
| 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 the Industries Overview or explore Platform Services.