For firms & consultancies
A consultation calendar full of the right clients.
Law, accounting, consulting and advisory firms live and die by first impressions. Samantha answers every inquiry with poise, screens for fit, explains how you work and books consultations or collects the engagement fee.
Fill your calendar with qualified consultations instead of tire-kickers.
The challenge in professional services
Your expertise is billable. Intake is not.
Partners and senior staff end up answering basic questions from prospects who may never become clients, while good leads wait for a callback.
Unqualified consultations
Free consults get booked by people outside your practice area, location or budget.
Missed calls during client work
When everyone is in meetings or court, new inquiries go to voicemail and on to the next firm.
Repetitive first questions
Fees, process, timelines and what to bring get explained over and over.
Referral sources go unrecognised
Firms rely on referrals but rarely know which ones bring in the best work.
Your front door
Samantha handles intake with the polish your firm expects.
She learns your practice areas, engagement process and fee structures as you choose to share them. She gives general information, never professional advice, and gets qualified prospects in front of the right person.
- Screens by practice area, matter type, location and urgency
- Explains your process, what to expect and what to prepare
- Books consultations or collects consultation and retainer payments
- Tracks every new client to the referral source or campaign
Use cases
Where Samantha helps in professional services
The conversations that matter most to your revenue, handled with the knowledge and care of your best person.
- 01
New-client intake
Samantha gathers the essentials of a matter and determines whether it fits your practice before booking.
- 02
Paid consultations
For firms that charge for a first meeting, she collects payment when she books.
- 03
Seasonal surges
Tax season, year-end planning and other busy periods are covered without temporary staff.
- 04
Referral partner tracking
Referrals from other firms and professionals are attributed, so you know who sends your best clients.
- 05
Engagement follow-up
Prospects who haven’t signed are followed up with politely and given a clear next step.
A day in the life
A day at a busy firm
It’s the middle of tax season at a mid-sized accounting firm.
8:05 a.m.
A business owner asks about bookkeeping
Samantha learns about the business, explains your monthly packages and books a discovery call.
11:10 a.m.
An out-of-scope request
A caller needs help with something your firm doesn’t handle. Samantha politely explains and saves your partners’ time.
2:30 p.m.
A paid consultation is booked
A prospect with a complex situation books a paid consultation and pays upfront.
5:50 p.m.
Evening inquiries keep coming
After hours, Samantha answers questions about deadlines and documents to bring.
Month end
Referral sources are clear
You see which referral partners and campaigns produced engagements.
Outcomes
What changes when every inquiry gets an expert
Better consultations
Meetings are booked with prospects who fit your practice.
Senior time protected
Partners spend their time on billable work and serious prospects.
Polished first impressions
Every caller gets a prompt, professional response.
Referral relationships you can measure
Know which partners send the clients you want.
Every channel
Wherever your customers reach out, she’s there.
One expert, one memory of the conversation, on whichever channel suits the customer best.
Voice
Callers reach a warm, natural voice that knows your offer inside out and answers on the first ring, day or night.
Chat
Visitors on your site get real answers in the moment they’re deciding, with a clear next step.
Text
Quick follow-ups, confirmations and answers land where people already are: their messages.
Email
Detailed questions get thorough, well-organised replies, along with checkout links and invoices when it’s time to buy.
Video handoffs
Paying customers meet the right team on a video call with Samantha there to introduce them, so nobody repeats their story.
Trust
You stay in control of every conversation.
Samantha represents your business, so you set the boundaries. These are the commitments behind every conversation she has.
Professional Services has its own rules and obligations. SME AI is built with privacy and security in mind, and we encourage you to review it against your organisation’s requirements before you go live.
You decide what she knows
Samantha works from the website, documents and guidance you give her. Change them whenever you like.
People step in when it matters
Questions outside her lane, sensitive moments and custom deals are handed to your team with the context already captured.
Every conversation is visible
Review what was said, what happened next and where each lead came from, so you can refine her guidance with confidence.
Built with privacy and security in mind
SME AI is designed with care for the information your customers share. We encourage you to review it against your own requirements.
Honest by design
She’s guided to recommend your offer only where it fits, and to say so plainly when it doesn’t.
FAQ
Professional Services questions, answered.
Will Samantha give legal, tax or financial advice?
No. She shares general information about your firm and process and is guided to leave professional advice to your team.
Can she screen for conflicts or eligibility?
She can ask the intake questions you define and route the information to your team for review.
Can she collect consultation fees?
Yes. She can send a payment link or invoice when she books a paid consultation.
How is client information protected?
SME AI is built with privacy and security in mind. We encourage firms to review it against their own professional and regulatory obligations.
Can she work for multiple practice areas?
Yes. She learns each practice area and routes inquiries to the right person.
Spend your hours on clients.
Let Samantha handle intake and fill your calendar with the right consultations.