AI tools

AI that works your phones, texts, and chat. Around the clock.

Three AI tools with one job: no inquiry to your firm goes unanswered, and no prospect goes without follow-up. Each one introduces itself as AI, and each one hands off to your people the moment a human should take over.

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AI takes the first minute. Your people take the relationship.

The three tools

Included in every plan, configured for your firm during onboarding, and run by us.

AI Phone Receptionist

Answers every call on the first ring, at 2pm or 2am, in a voice that fits a professional firm.

  • Knows your services, hours, locations, and intake questions
  • Books consultations straight onto your team's calendars
  • Transfers to a person by rules you set, during hours you set
  • Logs a transcript and a summary of every call in your platform
  • Introduces itself as an AI assistant on every call

AI Text Assistant

The follow-up your team never has time for, done by text, every time.

  • Missed-call text-back within seconds of any unanswered call
  • Automatic follow-up sequences until the prospect books or opts out
  • Appointment confirmations and reminders
  • Review requests after the work, timed and worded for your profession
  • Two-way texting your team can step into at any point

AI Website Chat

The assistant in the corner of your site, answering questions and booking consultations without a form.

  • Answers from your own content: services, process, what to expect
  • Captures the visitor's name, need, and contact details
  • Books directly onto the calendar
  • Hands off to a human when the visitor asks for one
  • Running on this site right now

What the AI never does

The lines are drawn on purpose, and they are the reason this works for regulated professions.

  • No advice: no tax positions, no coverage recommendations, no rate quotes, no design opinions
  • No pretending to be human; it says it is AI, and callers can ask for a person
  • No scripts you have not approved
  • No texting without consent captured the compliant way (TCPA and A2P 10DLC)
  • No call recording without disclosure

AI takes the first minute. Your people take the relationship.

The split is simple, and it is the whole point: the AI does the parts of intake that reward speed and consistency, so your licensed people spend their time on the parts that reward judgment.

  • The AI handles

    Answering in seconds, capturing what the person needs, booking the time, sending the reminder, following up until there is an answer, asking for the review.

    Speed and consistency

  • Your team handles

    The consultation, the quote, the advice, the close, and the relationship that turns one client into a referral source.

    Judgment and trust

  • You see all of it

    Every call, text, and chat lands in one inbox in your platform, with transcripts and summaries, so nothing the AI touched is a black box.

    One inbox

Try it before you buy it

The same AI receptionist and website chat we configure for firms runs live on this site. You will be talking to AI, and it says so.

Call the AI Phone Receptionist

Ask it anything a prospect would: services, availability, booking a consultation. It answers on the first ring, at any hour.

Demo line arriving with launch setup.

Open the AI Website Chat

The chat in the corner of this site is the same assistant your visitors would get: it answers questions and books consultations without a form.

AI website chat demo loads here once connected.

Common questions

Will clients know they are talking to AI?

Yes, on purpose. The receptionist and the chat introduce themselves as AI assistants, and anyone can ask for a person. Firms that hide it lose trust the moment someone figures it out; firms that say it plainly find most people are simply glad to be answered.

Can it give advice or quotes?

No. It captures the situation and books the conversation. Advice, quotes, rates, coverage, and design opinions stay with your licensed professionals, and the scripts are written to keep it that way.

What happens when it cannot handle something?

It transfers to your team during office hours and takes a detailed message with an instant text follow-up after hours. You set the rules for when it hands off. Every conversation is logged so nothing is lost in the handoff.

Do I need all three?

They come together in every plan because they cover the three ways people reach a firm: by phone, by text, and through the website. Most firms discover the text assistant does the most work; it is the follow-up nobody had time for.

See the AI front desk set up for your firm

A 30-minute call. We walk through how the receptionist, text assistant, and chat would be configured for your services, hours, and intake.

Book a 30-minute call See pricing