For professional services firms
AI intake, scheduling, and compliance-aware qualification for accounting and law firms, qualified prospects on the partner's calendar, with hard rails so the agent routes and never advises.
Accounting and law share the same intake economics: every wrong-fit prospect is a billable hour off a paying client, every fast competitor takes the new-client inquiry while the partner is in a meeting. The right qualification gate filters early and routes properly, and in regulated practices the agent has to know the line it can't cross. Below: what we'd build for each firm type, with the proof patterns we'd build from.
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01 / 02, For CPAs and accounting firms
We build AI intake and scheduling agents for CPA practices, qualifying new-client inquiries by service type before they ever hit the partner's calendar. Live at TS CPA today, scoped to yours.
New-client inquiries arrive at all hours during tax season, and the slow ones get won by the firm that called back first.
Every inquiry needs the same triage: tax vs. bookkeeping vs. advisory, individual vs. business, current-year vs. prior-year cleanup. Partners do this one prospect at a time.
Discovery calls eat partner billable hours. Every hour on a wrong-fit prospect is an hour off a paying client.
Client communication compounds, extension reminders, document requests, follow-ups, and it's the manual stuff that drops first when the firm gets busy.
Triages new-client inquiries from the website and email, qualifies by service need (tax, bookkeeping, advisory), gathers entity type and complexity, and books discovery calls directly into the partner's calendar with full context.
Sends document requests, reminder cadences, and extension follow-ups in the firm's voice. Stays on top of clients who are slow without burning admin hours.
Drafts client newsletters, deadline alerts, and advisory follow-ups in the partner's voice from real client situations. You approve before anything sends.
Custom AI intake and scheduling agent for a Houston-based accounting practice. Triages new-client inquiries from the website and email, qualifies by service need (tax, bookkeeping, advisory), and books discovery calls directly into the partner's calendar.
Outcome
The practice now responds to every inbound inquiry within minutes, day or night, weekends included, without adding headcount. Recovers several partner hours per week, which compounds during tax season when every hour is billable.
02 / 02, For small law firms and solo practitioners
We build AI client-intake, compliance-aware qualification, and after-hours voice agents for law firms, qualified prospects on the partner's calendar, with hard rails so the agent routes and never advises.
Initial response time is a major conversion driver, especially in personal injury where the first firm to call back wins. Agents and front-desk staff can't cover 24/7.
Intake is highly repetitive: case type, jurisdiction, urgency, conflict check, statute timing, partners do this triage one prospect at a time.
Wrong-fit prospects eat partner billable hours that should be on paying clients. The right qualification gate would filter them earlier.
Compliance is a hard line: any inbound automation must route, never advise. One misstep and you have a problem. Off-the-shelf bots don't have those rails.
Picks up new-client inquiries from the website, email, and after-hours calls. Qualifies by case type (PI, immigration, family, estate, etc.), jurisdiction, urgency, and complexity. Hard-rail prompts and approved-language constraints keep it strictly to routing, no legal advice, ever.
Runs a basic conflict check against your client database, then books qualified intakes directly into the right partner's calendar with full context, case type, parties involved, urgency tier, so the partner walks into the consult prepared.
For practices where after-hours calls are clinically urgent (PI accidents, criminal matters), picks up in the firm's voice with appropriate triage and routing. Captures the time-sensitive details, escalates to on-call counsel where required.
Custom AI intake and scheduling agent for an accounting practice, triages new-client inquiries by service type (tax/bookkeeping/advisory), qualifies complexity, and books discovery calls into the partner's calendar. Direct architectural parallel to legal intake by case type.
Outcome
Practice now responds to every inbound inquiry within minutes, day or night, weekends included, without adding headcount. Same operational pattern law firms need.
Compliance-aware lead qualifier for inbound prospect inquiries, routes only, never gives investment advice. Hard-rail prompts and approved-language constraints. Direct parallel to law-firm compliance requirements.
Outcome
Inbound prospect response time dropped from next-business-day to under 5 minutes, with zero compliance issues since launch.
We haven't built for a law firm yet. The TS CPA pattern (intake triage by service type, partner-hour leakage) and the Tessera pattern (compliance-aware routing without advising) translate almost 1:1 to legal intake. Yours would be the first direct law-firm build, scoped from a real audit.
Ready when you are
Same model that's running at TS CPA and Tessera today, scoped to your firm's intake flow, conflict-check process, and compliance constraints.