Billable people shouldn't be answering the phone.
An AI receptionist for accountants, consultants, and agencies that answers every call, qualifies new-client inquiries, books discovery calls into your CRM, and absorbs the tax-season and launch-season surge — so your team stays on billable work and no prospect ever hits voicemail.
Calls & inquiries answered
Billable hours on phone duty
From audit to live
Every call your team answers is an hour they didn't bill.
In professional services, your people are your product — and every minute they spend fielding 'do you do X?' calls, screening tire-kickers, and playing phone tag is a minute not billed. Then tax season, a product launch, or a campaign push triples the call volume overnight and the front line drowns. New-client inquiries — the most valuable calls you get — are the first to slip.
Seasonal surges break the front desk
Tax season for accountants, launch crunches for agencies, year-end for consultants. The agent absorbs the spike so peak demand doesn't mean missed prospects.
Billable staff are stuck screening calls
Partners and associates lose hours to unqualified inquiries. The agent screens by service and fit first, so your team only joins calls worth their rate.
New-client inquiries are the easiest to lose
A prospective client who hits voicemail calls the next firm. The agent answers instantly, captures the inquiry, and books a discovery call.
Phone tag kills momentum
Back-and-forth scheduling stalls deals. The agent books the discovery or consultation call directly into the right person's calendar in the conversation.
What the agent does for a firm.
Answer 24/7
Picks up every call and web inquiry in your firm's voice — new prospects, existing clients, and vendor calls — including after hours and during the seasonal surge.
Qualify the inquiry
Captures what the prospect needs, the scope and rough engagement size, and whether it's a fit for the services you offer — no billable time spent screening.
Route or book
Books a discovery or consultation call with the right partner or team into your calendar, and routes existing-client and urgent calls per your rules.
Log to CRM & follow up
Writes the inquiry and notes into HubSpot, Salesforce, or your CRM, and follows up with prospects who didn't book the first time.
Works with the tools your practice runs on.
Inquiries, qualification notes, and booked calls flow straight into your CRM and calendar — no re-keying, no dropped follow-up.
From audit to answered calls in 2–4 weeks.
- Week 1
Call & service audit
We map your service lines, what a qualified inquiry looks like, routing rules per partner/team, and your peak-season patterns.
- Week 2
Build + CRM wiring
We build the agent, connect HubSpot or Salesforce and your calendars, and set the qualification and routing logic.
- Week 3
Test on real scenarios
We run new-client, existing-client, and overflow scenarios; you approve the qualification questions and booking flow.
- Week 4
Go live & operate
We forward your line and inquiries, monitor live calls through a busy period, and tune qualification weekly.
What this looks like in production.
When the agent absorbs the calls — especially through tax season or a launch crunch — billable staff stop losing hours to phone duty and screening, and new-client inquiries that used to hit voicemail at peak get qualified and booked instead. The firm keeps its people on the work clients actually pay for, while capturing the prospects that drive the next quarter's pipeline.
- Timeframe
- modeled across a seasonal surge
- Workflow
- 24/7 answering + new-client qualification + discovery-call booking with CRM logging
- Stack
- Vapi · HubSpot · Twilio
Questions buyers ask first.
Straight answers — the ones that come up in nearly every audit call.
Accounting and bookkeeping firms, management and IT consultants, marketing and creative agencies, and similar practices where billable people are the product. We tune the agent to your service lines and to what a qualified inquiry looks like for your firm — so it screens and books the way your front desk would on its best day.
Get your billable hours off phone duty.
Book a free 30-minute audit. We'll map your call flow, estimate the time your team loses to the phone, and show what an AI receptionist would capture and book.