Professional Services

Stop losing leads to slow responses.

40% of inbound leads are lost to firms that respond first. Our AI engagement system answers, qualifies and books — 24/7 — with full compliance baked in.

Industry insight
40%
of leads lost to slow response time
The challenges

What's holding your team back

40% lost

Missed after-hours inquiries

Most enquiries arrive outside 9–5. If no one answers, the next firm wins.

10+ hrs/wk

Manual lead qualification

Senior fee earners spend hours qualifying instead of billing.

50% drop

Inconsistent follow-up

Conversion collapses when nurturing isn't automated.

£17.5M risk

Compliance & data security

GDPR + SRA breaches carry catastrophic financial and reputational cost.

Solutions

Built for measurable impact

Solution 01

AI-Powered Lead Capture

An always-on intake agent that qualifies, books and routes new matter inquiries — by chat, email and voice.

  • 24/7 multi-channel intake (web, WhatsApp, voice)
  • Conflict checks and matter scoring
  • Auto-booked consultations into your calendar
  • Full audit trail for SRA / ICO compliance
Case study: Thompson & Associates captured 28% more matters in month one with after-hours intake alone.
+30%
More qualified leads, every month
Solution 02

Workflow Automation

Automate onboarding, document collection, KYC and engagement letters — without changing your case management system.

  • Client onboarding & KYC automation
  • Document request & e-signature workflows
  • Time-recording prompts integrated with practice tools
  • Custom dashboards for partners
Case study: Grant & Partners freed up 22 hours per fee earner per month — equivalent to one extra hire.
−50%
Time spent on admin tasks
Solution 03

Compliance & Security

GDPR-aligned infrastructure, encrypted data flows and Cyber Essentials Plus support — built for regulated firms.

  • End-to-end encryption + UK data residency
  • Role-based access & granular audit logs
  • Cyber Essentials Plus readiness in 4 weeks
  • Incident response retainer included
Case study: A 40-partner firm reduced cyber insurance premium by 18% after our remediation programme.
90%
Reduction in compliance risk exposure
Proof

Results from real clients

Thompson & Associates — Law Firm

Challenge

Losing 4–6 conveyancing instructions per week to faster-responding competitors.

Solution

AI intake agent on web + WhatsApp with after-hours conflict checks and auto-booking.

Results
  • +28% increase in instructed matters in 60 days
  • Average response time fell from 9h to 90 seconds
  • Recovered £92,000 in pipeline in first quarter
ROI
12× return in year one

Grant & Partners — Accountancy

Challenge

Senior managers buried in onboarding, KYC and chasing client documents.

Solution

Workflow automation across client onboarding, document requests and engagement letters.

Results
  • 22 hours per manager freed every month
  • Onboarding time cut from 11 days to 3
  • NPS up 24 points
ROI
9× return in year one
ROI Calculator

Estimate your return

Based on 50% admin time saved and 30% conversion uplift. Service cost benchmarked at the Professional plan.

10

Estimated inquiries you can't currently respond to in time.

20 hrs

Hours spent on intake, onboarding, document chasing.

£4,000

Lifetime value or matter value per new client.

£120

Average hourly billable rate of staff doing admin.

Your projected ROI
Monthly cost savings
£4,800
Monthly revenue uplift
£48,000
First-month ROI
10,560%
Annual benefit
£633,600
Pricing

Simple, transparent plans

Starter
£200/month
  • AI intake (chat + email)
  • Up to 200 conversations / mo
  • Standard integrations
  • Email support
Start with Starter
Most popular
Professional
£500/month
  • Everything in Starter
  • Voice agent + WhatsApp
  • Workflow automations
  • Dedicated success manager
Choose Professional
Enterprise
Custom
  • Multi-office deployment
  • Bespoke compliance review
  • On-site training
  • 24/7 incident response
Talk to sales

Ready to Transform Your Business?

Book a free 30-minute audit. We'll respond within 24 hours with a personalized plan for your business.

We'll respond within 24 hours with a personalized plan for your business.