Overloaded reception
One person handles incoming requests, deadlines, appointments. New calls go to voicemail — and the prospect calls the firm next door.
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.
Where you lose clients
First contact is by phone. And often no one answers.
Urgencies mixed with trivial requests
Without a filter, the professional gets both the urgent client and the one asking about office hours. Valuable time spent manually triaging.
Incomplete intake
The client arrives at the appointment and you realise documents, context, data are missing. Thirty minutes wasted re-collecting 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, clean transcript ready for the professional.
Automatic classification
Urgent vs ordinary, new client vs existing, area (tax, employment, 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. Judgment 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 (sales tax, tax returns, employment, payroll).
Law firms
Preliminary intake, subject (civil, employment, family), urgency classification, structured callback.
Condo managers
Reports, faults, urgencies (water, elevator, 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, inheritance), required-document capture, appointment only after complete intake.
Continue exploring
Other ways SmartVolve solves missed-call revenue.
Let's talk for 15 minutes.
15 minutes, free. We tell you where the firm loses calls and time on intake — and what the AI can capture.