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Law firms, consulting practices, financial advisors, insurance brokers, and other professional services businesses lose billable hours to admin every day. We build AI voice agents for intake and scheduling, workflow automation for client onboarding and document management, and custom software for practice operations.
Professional services firms in Kelowna — law firms, accounting practices, financial advisors, insurance brokers, and consultants — share the same problem: highly paid professionals spending significant portions of their day on admin work. Client intake, document collection, scheduling, follow-up, and reporting are necessary but don't require the expertise you're billing for. AI automation handles these reliably, consistently, and at a fraction of the cost.
AI Voice Receptionist
Answers every intake call, qualifies the inquiry, schedules consultations, and provides directions and office information — freeing your front desk for higher-value work.
Client Intake & Onboarding
New clients complete intake questionnaires online before their first meeting. Documents are collected securely, reviewed automatically for completeness, and organized before your team sees them.
Consultation Scheduling
Automated scheduling links let prospects book consultations directly into your calendar — no phone tag, no back-and-forth, with automated confirmations and reminders.
Document Collection & Management
Automated requests for missing documents, with a secure client portal for uploads. Reminders escalate automatically until all required documents are received.
Client Check-In & Renewal Sequences
Existing clients receive scheduled check-in touchpoints, annual review reminders, and re-engagement campaigns — automatically, based on client type and relationship stage.
Referral Request Automation
After successful matters or project completion, satisfied clients receive a personalized request for referrals — timed for maximum receptivity and tracked for follow-up.
For law firms, we accommodate Law Society data-handling requirements where applicable. Canadian-region data processing is available on request.
We integrate with Clio, MyCase, PCLaw, Cosmolex, Salesforce, HubSpot, and most professional services practice management platforms.
Small practices often see the highest ROI because every hour recovered from admin goes directly to billable work or business development. We scope solutions to your size — starting as small as a single workflow.
Free 15-minute consultation. We'll show you exactly what's possible for your operation.