Question 1

Can the AI handle confidential client information?

Accepted Answer

Yes. We maintain strict confidentiality standards with encrypted communications, secure data storage, and access controls. Our infrastructure supports the ethical obligations of professional service firms.

Question 2

How does client intake work for law firms?

Accepted Answer

The AI collects case type, relevant facts, timeline, opposing parties (for conflict checks), contact information, and scheduling preferences. Everything is compiled into a structured intake form for your review.

Question 3

Can it screen clients based on our criteria?

Accepted Answer

Yes. The AI can qualify prospects based on your specific criteria — practice area, case value, jurisdiction, urgency, and more — and only schedule consultations with qualified leads.

Question 4

Does it work for accounting and consulting firms?

Accepted Answer

Absolutely. The AI adapts to any professional service — law firms, accounting practices, consulting firms, financial advisors, and more. Each agent is trained on your specific services and processes.

Question 5

How does follow-up outreach work?

Accepted Answer

The AI automatically contacts prospects who inquired but didn't book, following a cadence you define. It can provide additional information, answer follow-up questions, and make scheduling easy.

AI for Professional Services — Client Intake