Your AI Assistant for Consulting Firms
Professional AI assistant that qualifies leads, schedules consultations, and manages client communications for your consulting practice.
AI Assistant Dashboard
Professional call management
Maintaining complete confidentiality on every call
The Reality of Running a Consulting Firm
Every missed call is a missed opportunity. Let's fix that.
Missing potential client calls after hours
Costing you time and revenue
Time wasted on unqualified leads
Costing you time and revenue
Reception overwhelmed during project deadlines
Costing you time and revenue
Managing multiple client communications
Costing you time and revenue
Your AI Assistant Understands Consulting Firms
Purpose-built features that transform how you handle customer communications
Professional Call Handling
Your AI assistant maintains professionalism and handles business information with appropriate discretion.
Lead Qualification
Screens potential clients based on your service areas and criteria before scheduling consultations.
24/7 Availability
Capture opportunities and urgent client needs outside business hours.
Intake Information
Collects essential project details and contact information for efficient follow-up.
Your AI Assistant in Action
Initial client intake and screening
Handled automatically 24/7
Consultation scheduling
Handled automatically 24/7
Project status inquiries
Handled automatically 24/7
Document request handling
Handled automatically 24/7
Urgent client communications
Handled automatically 24/7
General firm information
Handled automatically 24/7
Common Questions from Consulting Firms
How does the AI maintain confidentiality?
The AI assistant follows strict confidentiality protocols, never discusses project details with unauthorized callers, and all data is encrypted and stored securely.
Can it screen clients by service area?
Yes, the AI can be configured with your specific service areas and intake criteria to qualify leads and route them appropriately.
What about urgent project matters?
The AI can identify urgent matters based on keywords you specify and immediately notify the appropriate consultant via text or email.
Similar Industries
Serving Consulting Firms Nationwide
Transform Your Consulting Firm with AI
The AI solution designed specifically for consulting firms to capture every opportunity, 24/7.
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