Industries — Professional Services
Your expertise is the product. Availability should not be the bottleneck.
Law, accounting, and consulting firms bill expertise, not phone tag. A managed AI workforce handles intake, scheduling, and status updates so professionals spend their hours on professional work.
The operating reality
Where this industry's hours and opportunities actually go.
- New-matter inquiries arrive faster than staff can screen them
- Scheduling across partners and clients is a daily negotiation
- Clients call for status because nobody had time to update them
- After-hours inquiries sit until morning
The workforce here
What the roles actually do in professional services.
The same six governed roles, configured for this operating reality. Each acts only within written authority — and escalates to your people by design.
Reception Officer
Screens inquiries against your intake criteria and collects what the first meeting needs.
Scheduling Officer
Coordinates consultations across calendars.
Customer Care Officer
Keeps clients informed at the cadence you define.
Knowledge Officer
Answers process and logistics questions — never legal, tax, or professional advice.
Boundaries & oversight
What stays human here — permanently.
- No professional advice — strictly logistics, intake, and communication
- Confidentiality boundaries are configured per practice before launch
- Conflicts-sensitive intake routes to staff for review
See what this looks like in your operation.
A C.L.A.R.I.T.Y. Assessment reviews intake volume and where non-billable communication hours go.