For CA firms, law practices, consultants, and financial advisors, the first call is usually a request for a consultation. The AI scheduler asks your intake questions, books the right professional for the matter type, sets in-person or video, and leaves advice to your team.
Integrates with the tools you already use
Structured intake before the first meeting
Ask the questions you define, such as matter type, company name, and urgency, before offering a slot.
Route GST queries to the tax team, contract reviews to the corporate team, and so on, based on the caller's answers.
Offer office or video consultations and include the meeting link or office address in the confirmation.
Set different durations for an initial call, a detailed review, or a follow-up meeting.
After booking, send the caller a list of documents to bring or share, as you define for each consultation type.
The AI schedules and collects details only. Questions about the matter itself are noted for the professional, not answered.
From first call to a prepared meeting
Example practices and requests
Example: a business owner calls about GST return filing; the AI captures GSTIN status and turnover band and books the tax team.
Example: a caller wants help with a rental agreement dispute; the AI books an initial consultation and notes the matter type for a conflict check by your staff.
Example: a caller wants to review investments; the AI books a review meeting and sends the list of statements to bring.
Example: a prospect asks for a discovery call; the AI captures company size and goals and books the right partner.
Example: a homeowner wants a site visit; the AI captures location and project type and books a visit slot.
Example: an existing client calls to book a follow-up; the AI finds their usual professional and offers the next free time.
Let the AI handle intake and scheduling so your professionals walk into prepared meetings.