Professional Services Franchise

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
Professional Services franchise · Live
Autopilot
Pipeline
124
Booked
31
Agents
18
Momentum trending up
  • New lead qualified
    Outbound SDR · 2s ago
  • Discovery call booked
    Closer · Thu 10:30am
  • Checkout completed
    Pro package
  • 12 posts scheduled
    Social Producer · this week
24/7
Client intake coverage
6
Firm workflows included
Minutes
To launch your franchise
$0
Upfront fees
The old way

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.

The new way

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 it works

How your franchise comes together

  1. 1

    Pick your profession

    Serve law firms, accountants, consultants, architects or a mix.

  2. 2

    Go live in minutes

    Your branded franchise and AI client-care team spin up instantly.

  3. 3

    Onboard a firm

    Capture their services, intake questions and tone in a guided setup.

  4. 4

    Grow your roster

    Add firms as referrals roll in. You pay a share only when you earn.

Built for you

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.

Outcomes

More expertise, less admin

Illustrative capability figures. Your AI team handles the routine so every firm can spend more time on high-value work.

Up to 10
Hours reclaimed per professional each week
24/7
Response to new inquiries
100%
Of intake details captured consistently
“Firms are skeptical until they see an after-hours inquiry turn into a booked consult by morning. That moment sells itself.”
Rebecca H. · Founder, Meridian Practice Partners
Questions

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