Collect new-client enquiries
Capture service interest, contact details and the reason for a consultation.
FOR ACCOUNTING & PROFESSIONAL SERVICES
Protect the client meeting while new enquiries are routed properly.
Appointments, new-client questions and document requests can interrupt focused work. Collect the purpose of the enquiry and guide it to the right person.
How this can help your business
Answer routine practice questions
Share approved opening hours, appointment policies and document checklists.
Route existing-client requests
Send messages to the correct team without exposing confidential client information.
A useful enquiry, from first contact to follow-up
Questions your assistant could ask
Are you an existing client or making a new enquiry?
Which service or team do you need?
Would you like to request a consultation?
- Customer calls or sends a website enquiry.
- The assistant asks: Are you an existing client or making a new enquiry? Which service or team do you need? Would you like to request a consultation?
- Approved business information guides the answer; uncertain requests go to your team.
- Enquiry details are routed to your chosen callback, booking or notification workflow.
This illustrates a configured workflow. A booking or task is only confirmed when the connected system confirms it.
What could better enquiry handling be worth?
Adjust the example figures for your accounting & professional services business. Separate the value of time from the possible sales opportunity.
Estimated team time freed
Estimated value of that time
Potential additional gross sales
Time value minus assumed service cost
Illustrative estimates based on your inputs. Time value is not necessarily a cash saving; gross sales are not profit or guaranteed results. Monthly figures use 52 weeks ÷ 12.
The service cost starts at zero because pricing has not been set. Enter your own assumed cost.
See the calculation
Hours = weekly routine enquiries × minutes per enquiry × automation percentage × 52 ÷ 12 ÷ 60. Time value = hours × hourly value. Potential gross sales = weekly missed enquiries × re-engagement percentage × sales conversion percentage × average sale value × 52 ÷ 12.
Accounting & Professional Services questions
Can it provide financial or legal advice?
No. The assistant supports administration and enquiry routing. Professional advice stays with qualified staff.
Can it collect confidential documents?
Only through an approved secure process defined by the practice. The shell does not upload or store documents.
Can it request a consultation?
Yes, using your intake rules and an authorised calendar or staff follow-up process.
Is this already connected to live AI?
No. This site explains the proposed workflow. Phone, chat, bookings and notifications need to be configured and tested before going live.
Will it replace every human conversation?
No. You choose which routine enquiries it can handle and when it should pass the conversation to your team.
Build the workflow around your business.
Start with the calls and enquiries you want to handle better. We can then map the approved answers, handoffs and integrations.
Discuss your businessPlans, setup and getting started
Where can I see prices for this solution?
Voice Starter starts at AUD $49/month including GST for 200 voice minutes. One-time plan setup starts at $450. Compare voice, chat, recovery, reviews and automation options on the pricing page; the same plan allowances apply across industries.
Is a new website included and can I get a free trial?
A new website is a separately scoped project from $450 including GST. It is itemised alongside assistant setup and monthly service in your quote. There is no free trial. The showroom and demo websites help you explore before requesting a scope.
Can the assistant change languages during a conversation?
Yes. When live voice is connected, the website voice assistant can follow a change to another supported language within the same conversation. Connected text chat can respond in the language you type. This does not require a translated website or a new session. Phone-reception language availability depends on the configured provider and is confirmed before launch. The device-voice and curated text previews do not demonstrate live language switching.
