PROFESSIONAL FIRMS VERTICAL

Phone intake that doesn't lose a client.

Voice AI agent for professional firms. Captures the first request, classifies urgency, prepares a summary for the professional or the reception. The AI doesn't give advice: it collects, classifies, routes. The decision stays with you.

Book an audit for your firm Hear it answer

Where you lose clients

First contact is by phone. And often no one answers.

Overloaded reception

One person handles incoming requests, deadlines, appointments. New calls go to voicemail — and the prospect calls the firm next door.

Urgencies mixed with trivial requests

Without a filter, the professional gets both the urgent client and the one asking about opening hours. Valuable time spent manually triaging.

Incomplete intake

The client arrives at the appointment and you realise documents, context, data are missing. Half an hour lost reconstructing info that should have been captured on the phone.

How your voice assistant works

Captures, classifies, routes.

First request capture

Subject matter, context, urgency, known deadlines. Structured voice intake, ordered transcript ready for the professional.

Automatic classification

Urgent vs ordinary, new client vs existing, area (tax, labour, civil, condo). Routing to the right contact.

Appointments and callbacks

Firm calendar integration. Proposes available slots, books, reminder. No more phone-tag to set a meeting.

Clear boundary: no advice

The AI captures data and asks intake questions. It does not answer professional questions. Judgement stays with you — explicit disclosure to the client.

Who it's for

Five niches we handle well.

Accountants

First request capture, deadlines, appointments, classification by area (VAT, tax returns, labour, payroll).

Law firms

Preliminary intake, subject (civil, labour, family), urgency classification, structured callback.

Condo managers

Reports, faults, urgencies (water, lift, gas), routing to vendor or contact, nights and weekends covered.

Technical firms

Surveyors, engineers, architects. Quote requests, site visits, site urgencies, project scope capture.

Notaries

First deed request (sale, gift, succession), required-document capture, appointment only after complete intake.

Continue exploring

Other ways SmartVolve solves missed-call revenue.

Let's start with the audit.

We map calls, reception hours spent on intake, missed urgencies. We tell you what the AI can capture — and what it can't.

Book the audit