AI receptionist for professional services
AI receptionist for professional services firms
In a services firm, one new inquiry can turn into months of work, and it tends to arrive while every partner is in a client meeting. An AI receptionist answers your firm's calls 24/7 in English, Spanish, German, French and Italian, qualifies the inquiry the way your team would, and schedules a consultation in Google Calendar or the scheduling system you already use, if it has an API.
One-time implementation starting at $999 + monthly subscription starting at $399
Callers are told they are talking to an AI assistant. It is never presented as a person.
How new-business calls work in a professional services firm
Calls to a consulting, design, IT or engineering firm are a mix of new inquiries, current clients, vendors and sales pitches. Only the new inquiries need qualifying, and they are the easiest ones to lose in the mix.
Qualifying is a short conversation with a clear purpose: what the prospect needs, how big the project is, when they need it and whether it fits what the firm does. Asked well, those questions spare a partner a discovery call with someone the firm can't help, and give them a head start with someone it can.
Routing matters as much as qualifying. A firm with several service lines or offices wants a cloud migration inquiry to reach the infrastructure team and a rebrand inquiry to reach the creative lead, not a general inbox.
What the AI receptionist does for a professional services firm
Set up with your services, your fit criteria and your team, it can:
- Qualify new inquiries
- Understand project requirements
- Collect budgets and timelines when appropriate
- Schedule consultations
- Route opportunities to the right team
Proposals, pricing and scope stay with your team. It asks about budget only when you decide it should.
When the AI receptionist answers for your firm
Partners are in client meetings and project leads are heads-down on delivery. Choose when it answers:
- 24/7, for prospects in other time zones
- Outside office hours
- When the team is in client meetings or workshops
- After a conference, a launch or a campaign brings in a wave of calls
What a services firm should set up first
Your fit criteria
Write down what makes an inquiry a fit: the services you offer, the kinds of clients you work with, the project sizes you take and how soon you can start. Those become the qualifying questions.
When to ask about budget
Some firms want a budget range on the first call; others prefer to discuss it in the consultation. Decide which, and whether the question is the same for every service line.
Service lines and who owns them
List each service line and the person or team that takes those inquiries, so opportunities are routed to the right team and not to whoever happens to be free.
Current clients, vendors and sales calls
Decide what happens with calls that are not new business: current clients transferred to their account lead, vendors and sales pitches noted in the summary or turned away politely.
Approved answers about the firm
Write what it may tell callers about your services, office hours and consultation availability. It answers only what you approve; proposals and pricing stay with your team.
What the AI intake agent asks a new prospect
When a potential client calls, the AI intake agent can ask for:
- The caller's name, role, company and contact details
- What they need help with, in their own words
- The project requirements: the scope, the deliverables or the problem to solve
- Their timeline, and any date the work has to meet
- A budget range, when your firm wants it asked
- How they found your firm and whether someone referred them
- Who else is involved in the decision
We write the qualifying questions with you, one set per service line if you need it. Each conversation produces a structured intake summary. The right team has it before the consultation.
What happens when a prospect calls your firm
A prospect calls
The AI receptionist answers in English, Spanish, German, French or Italian and makes clear to the caller that it is an AI assistant.
It qualifies the inquiry
It asks your qualifying questions: what they need, the project requirements, the timeline and, when appropriate, the budget.
It routes the opportunity
A good fit goes to the right team: the call is transferred to the service-line lead when your rules say so, or the intake reaches them in the summary.
It books the consultation
It schedules a consultation with the right person in Google Calendar or a scheduling system that has an API. Prospects can reschedule or cancel the meeting by phone.
You get the daily summary
At the close of each business day: calls handled, new inquiries and their intakes, consultations booked, tomorrow's meetings, changes, urgent items and the opportunities worth a follow-up.
Works with Google Calendar and your team's scheduling tools
If your team books meetings in Google Calendar, or in a scheduling system that has an API, we connect the AI receptionist to it, so consultations go into the calendars of the people who run them.
Connecting Google Calendar, or a booking system that has an API, is included. More complex integrations are quoted separately. If you want intakes to reach another tool your firm works in, tell us when you book a strategy call.
For consulting, agency, IT, design and engineering firms
Management and business consultants, marketing and creative agencies, IT and managed services providers, architecture and engineering firms, and other B2B firms that win work through consultations. If prospects call your firm before they sign, it is for you.
Other industries
- AI receptionist for tax & accounting firms
- AI receptionist for real estate & property management
- AI receptionist for home services & contractors
- AI receptionist for facial & skincare studios
- AI receptionist for massage studios & therapists
- AI receptionist for cleaning businesses
- AI receptionist for auto repair shops
- AI receptionist for salons
- AI receptionist for barbershops
- AI receptionist for day spas
Pricing for professional services firms: Starting at $999 implementation + $399/month
The final price depends on your business. Custom plans are quoted on the strategy call.
Available to businesses in the United States, with calls in English, Spanish, German, French and Italian.
One-time implementation
Starting at
$999
Monthly subscription
Starting at
$399/month
Included
- AI receptionist configuration
- Business knowledge setup
- Industry-specific intake questions
- Calendar integration
- Call summaries
- Daily reporting
- Basic call routing
- English, Spanish, German, French and Italian support
Monthly usage limits apply. Additional integrations, custom workflows, and higher call volumes may require upgraded pricing.
Connecting Google Calendar, or a booking system that has an API, is included. More complex integrations are quoted separately.
Professional services AI receptionist FAQ
How does it qualify a new inquiry?
With the questions you approve: what the prospect needs, the project requirements, the timeline and, when appropriate, the budget. Everything the prospect says goes into the intake summary for the team that takes the opportunity.
Will it ask prospects about their budget?
Only if you want it to. Some firms collect budgets and timelines on the first call; others leave budget for the consultation. You decide, per service line if you like.
Can it send different inquiries to different teams?
Yes. It routes each opportunity to the team you assign to that kind of work, by transferring the call or through the intake summary.
Can it handle calls from vendors and salespeople?
It can tell them apart from new business using your rules, give them the approved answer you write, and include them in the daily summary without interrupting your team.
Can a prospect move or cancel a consultation?
Yes. It can reschedule or cancel the consultation in the calendar when the prospect calls back.
Does it work with my firm's scheduling software?
If your team schedules in Google Calendar, or in software that has an API, yes. Connecting Google Calendar, or a booking system that has an API, is included. More complex integrations are quoted separately. Tell us which one when you book a strategy call.
Can it qualify Spanish-speaking prospects?
Yes. It asks the same qualifying questions in English, Spanish, German, French and Italian.
Will prospects know they are talking to an AI?
Yes. Callers are told they are talking to an AI assistant. It is never presented as a person.
How much does an AI receptionist for a professional services firm cost?
One-time implementation starting at $999 + monthly subscription starting at $399. It includes AI receptionist configuration, business knowledge setup, industry-specific intake questions, calendar integration, call summaries, daily reporting, basic call routing and English, Spanish, German, French and Italian support. Monthly usage limits apply. Additional integrations, custom workflows, and higher call volumes may require upgraded pricing. The final price depends on your business. Custom plans are quoted on the strategy call.
Is the first call free?
Yes. The first 30-minute strategy call is free.
Your AI Receptionist. Available 24/7. Never Miss Another Business Opportunity.
Don't just answer calls. Turn every conversation into an opportunity.