A new client calls at 6:15 PM. Your office closed at 5.
Picture a Receptionist for an accounting firm with $5,000 engagements. It answers, asks your intake questions, and books the consultation with a partner. Advice, fees and whether you take the client stay with your people. We build it into your tools and run it.
- Accounting
- Legal intake
- Agencies
- Consultants
- Financial services
- OwnsNew-client calls and website chats, including after hours
- DoesAsks your intake questions, books the consultation, sends what to bring
- Connects toPhone line, website chat, calendar, CRM
- Waits for youAdvice of any kind, fees, scope, and whether you take the client
Where new clients slip away.Billable hours win. The front desk loses.
- A prospect called while I was with a client.It went to voicemail. They called the next firm on the list, and that firm picked up.
- The intake form sits in an inbox until Monday.By then the person who filled it out has booked with someone else.
- Chasing clients for documents is half the job.The same reminder, sent by hand, to the same people, every season.
- I sent the proposal. Then I got busy.Proposals go quiet because nobody owns the follow-up.
Your people should spend their hours on the work clients pay for. A managed AI team owns the rest, under rules you write.
What one missed inquiry a week costs.Pick your firm type, then put in your own numbers.
Where the example comes from: Accounting at $5,000 uses the $2,000 to $10,000 band from our free plan. Not an industry average. One missed a week is the low end of our free plan; 40% is the same starting point as our homepage calculator. Change any of them to yours.
A new-client call to an accounting firm, after hours.What the Receptionist says, and where it stops.
- ReceptionistThanks for calling Harbor & Vale. The office is closed, but I can help. What can I do for you?
- CallerI run a small construction company. Our bookkeeper left and we're behind. Are you taking new clients?
- ReceptionistWe are. A few quick questions so the right partner calls you. Is the business an LLC, an S corp, or something else?
- CallerS corp. About 20 employees.
- ReceptionistThanks. Do you need tax filings, monthly bookkeeping, payroll, or all of it?
- CallerProbably all of it. And I got a letter from the IRS last week. Should I be worried?
- ReceptionistI can't advise on that. Bring the letter to the consultation and the partner will go through it with you.
- ReceptionistI have Thursday at 9:00 AM or 2:30 PM with a partner. Which works?
- CallerThursday at 9.
- ReceptionistYou're booked. You'll get an email with the time and a list of what to bring. The partner will talk through whether we're the right fit.
What happened in your systems
Synthetic call. Harbor & Vale and the caller are made up. Your Receptionist works from your own approved facts, intake questions and limits.
Who owns which job.The recurring jobs in a professional firm, and the AI employee on each one.
Swipe the table to see more
| The job | Who owns it | What stays with a person |
|---|---|---|
| New-client calls and website chats, after hours too | Front OfficeReceptionist | Advice of any kind, and whether you take the client |
| Legal intake: gathering the facts of a new matter | Front OfficeReceptionist | Legal advice, conflict checks, and the decision to take the matter |
| Booking consultations, confirmations and reminders | Front OfficeScheduler | Changes to a partner's hours |
| The inbox, and chasing clients for documents | Front OfficePersonal Assistant | Contracts, payments, anything sensitive |
| Following up on proposals until yes, no or not now | Front OfficeFollow-Up Specialist | Fees, scope and terms |
| Founder articles and posts in your voice | Social MediaResearcher, Content Specialist, Quality Editor | The monthly plan, and any claim about results |
| Getting named when someone asks AI for a firm like yours | SEO & AI SearchGEO/AEO Specialist, Local Listings Manager | Any claim that isn't in your approved facts |
| Search and social ads that bring in consultations | Paid MediaCampaign Manager, Ad Copywriter | Offers and claims, and anything that raises spend |
Front Office TeamSocial Media TeamSEO & AI Search TeamPaid Media Team
The math, for a firm with $5,000 engagements.One missed inquiry a week. Before proposals or document chasing.
- Missed new-client inquiries a week1
- Average engagement$5,000
- Share you'd win if you answered first40%
- Weeks in a month4.33
- Walking out the door each month$8,660
- One AI Team, from$997 a month
Example. Your plan uses your numbers, and the review confirms them with you before anything is built.
Doing about $1M a year or more?
That's who the Full AI Workforce is for: every team the outcome needs, from $5,000 a month flat. It starts with the one-week, $2,500 AI Workforce Assessment, credited to your build for 12 months.
Legal or finance work?
It starts with the AI Workforce Assessment, whatever your size. We map the work, the rules it has to follow, and what stays with a person before anything is built. See the assessment
Smaller than $1M?
Start with one team, usually the Front Office Team, from $997 a month. Add the next one when the first pays for itself.
No live case here yet.We won't borrow one from another industry and pretend.
What you can check today
Our own front desk. We're a professional services firm too, and our phone is answered by an AI employee. Call (845) 276-3545 and ask it anything.
The same roles, running for a client. Royalty Carpet & Flooring runs the Front Office roles on this page today, in a different industry. Read the case
When this section gets a case
When a client in this group has a full month counted in their own systems. Not a demo, not a projection. The same rule as every number on our results page.
Our first finance client, an SBA 504 lender, is live now. Its numbers go on the results page after its first full month, not before.
Professional services questions, answered straight.
Will it give legal, tax or financial advice?
Who decides whether we take a new client or matter?
Do we need the assessment first?
What about client confidentiality?
Do you have a case study in professional services?
We're a small firm. Is this for us?
What does it cost?
Find the first job worth handing off.
Seven questions. See what missed inquiries and quiet proposals are costing you, and the team that fixes it. If it fits, a 30-minute review with Tony. If it doesn't, you leave with a readiness roadmap.