Help firms win back their billable hours
Own an AI client-care franchise for law, accounting and consulting firms. Your AI team handles intake, scheduling and updates so professionals can focus on their expertise.
- No coding
- No upfront fees
- Live in minutes
- New lead qualifiedOutbound SDR · 2s ago
- Discovery call bookedCloser · Thu 10:30am
- Checkout completedPro package
- 12 posts scheduledSocial Producer · this week
Experts are stuck doing admin
Partners and associates lose hours every week to scheduling, chasing documents and answering the same questions. Prospects call after hours and quietly go elsewhere.
Missed inquiries
After-hours calls and web forms go unanswered until it is too late.
Document chasing
Teams spend days reminding clients about signatures and paperwork.
Lost billable time
Admin work crowds out the expertise clients actually pay for.
A client-care team for every firm
Polished, professional support that reflects each firm's standards.
Smart intake
Qualifies new inquiries and gathers the right details from the start.
Consult scheduling
Books consultations around each professional's real availability.
Document collection
Requests, tracks and gently reminds clients until files arrive.
Status updates
Keeps clients informed so the phone rings less.
Drafting assistant
Prepares engagement letters, summaries and follow-ups for review.
Reputation care
Invites satisfied clients to share reviews at the right moment.
How your franchise comes together
- 1
Pick your profession
Serve law firms, accountants, consultants, architects or a mix.
- 2
Go live in minutes
Your branded franchise and AI client-care team spin up instantly.
- 3
Onboard a firm
Capture their services, intake questions and tone in a guided setup.
- 4
Grow your roster
Add firms as referrals roll in. You pay a share only when you earn.
Services firms ask for
Practical programs that pay off in reclaimed hours.
Legal intake desk
Screens new matters and books qualified consultations.
Tax season concierge
Collects documents and answers routine questions at peak times.
Consulting pipeline
Nurtures prospects from first call to signed proposal.
Client newsletters
Timely updates that showcase each firm's expertise.
Referral programs
Thank-you sequences that keep referral partners engaged.
FAQ assistant
Answers common client questions accurately, any time.
Professional Services franchise blueprints
Launch any of these in minutes.
AI Law Firm Intake Desk
Capture, qualify and book every potential client, even after hours.
AI Bookkeeping Practice
Clean books, tidy reconciliations and clear monthly reports.
AI Grant Writing Agency
Find the right grants and submit compelling, compliant applications.
AI Consulting Research Desk
Analyst-grade research and slides for consultants on tight deadlines.
AI Tax Season Client Desk
Collect documents, book appointments and answer client questions at peak season.
More expertise, less admin
Illustrative capability figures. Your AI team handles the routine so every firm can spend more time on high-value work.
“Firms are skeptical until they see an after-hours inquiry turn into a booked consult by morning. That moment sells itself.”
Everything you want to know
Does the AI give legal or financial advice?
No. Your team handles intake, scheduling and communication. Professional advice always comes from the firm.
How is confidentiality handled?
Each firm has its own secure workspace with strict access controls, and you decide exactly what information is collected.
Do I need industry experience?
Familiarity with professional services helps, but built-in playbooks cover pitching, onboarding and support.
Can firms customize the tone?
Yes. Every message reflects the firm's voice, from formal and precise to warm and approachable.
What are the startup costs?
None upfront. You pay a share only when your franchise earns.
Help great firms do their best work
Launch your professional services franchise and hand experts their time back.
Launch your franchise