Explore the demo01
Explain your process
Use your service descriptions, onboarding checklist, and published FAQs to answer the practical questions.
Professional services
An AI receptionist for professional service firms that runs your intake.
Explain your services, collect a useful project brief, and help arrange an introductory conversation. Your specialists keep control of the advice and commitments.
An AI receptionist for professional services answers new client inquiries while your specialists are with clients. InsertChat’s assistant explains your services and fees from your published information, collects a brief for an introductory call, books consultations on your calendar, and leaves advice, quotes, and commitments to your team.
EXAMPLE WORKFLOW · Email inquiry
Turn a client inquiry into a useful project brief
A prospective client sends an inquiry while your team is with clients.
“We need help setting up monthly bookkeeping for our small team. What do you need to get started?”
02
Collect a useful brief
Capture the business, the help they need, and their preferred contact details in the conversation.
03
Prepare the next step
Help arrange an introductory call or prepare a follow-up for review, using the tools and permissions you choose.
Your team sets the boundaries
Your team reviews bespoke quotes, professional advice, and commitments before they go to a client.
Illustrative scenario. Answers depend on your sources; actions depend on your connected tools and permissions.
What it handles for professional firms
Answers come from the knowledge you add. Anything on the urgent list follows the handoff rules you set.
Handled by your assistant
- Questions about your services, process, and published fees
- Intake questions by practice area or service line
- Consultation and discovery calls booked into open times
- Document checklists and what to bring to a first meeting
- Office hours, locations, and parking
- Messages for a specific advisor, with the details they need
Sent straight to your team
- Requests for legal, tax, financial, or coverage advice
- Deadlines such as court dates, filing dates, or policy lapses
- Existing-client matters that need their advisor
- Fee disputes and complaints
- Anything that needs a licensed professional
- Upset callers
What it asks and what it needs to know
Details it collects
Details it collects- Name, phone, and email
- Business or individual client
- Service or practice area needed
- A short description of the matter or project
- Deadlines and key dates
- How they found your firm
- Preferred consultation time
What to add to its knowledge
- Service lines and practice areas
- Fees, retainers, and consultation costs you publish
- Intake questions for each service
- Onboarding checklists and documents to bring
- Which advisors handle which work
- Your engagement process, in general terms
Can it book consultations?
Yes. Connect your calendar and the assistant offers open consultation times, books the one the client picks, and sends a reminder by text or email. Requests outside your booking rules go to your team.
Which firms use it?
Law firms (including personal injury, immigration, family, and criminal defense practices), accounting firms, insurance agencies, financial advisors, mortgage brokers, IT and managed service providers, staffing agencies, architects, interior designers, funeral homes, and other firms that run on client intake. Each page below covers that firm’s calls, intake questions, and handoff rules.
Can it screen out inquiries that aren’t a fit?
Yes, within your rules. Add the services you don’t offer and the questions that qualify a matter, and the assistant explains when you can’t help, records the inquiry, and books consultations only for the work you take on.
Does it give professional advice?
No. It explains your published services, fees, and process and collects the facts for a first meeting. Questions that need legal, tax, financial, or coverage advice are marked for a licensed member of your team.
How much does an AI receptionist for a professional firm cost?
Paid plans start at $98 per month with one phone number, monthly credits, 3 assistants, and 3 team seats. Firms with more staff in the inbox can choose Growth, with 5 seats, or Scale, with 10. New customers can try Pro free for 7 days.
Explore professional services by business type
- Law firmsTake new client intake calls and book consultations while your attorneys are in court.
- AccountingBook tax appointments and answer document questions while your accountants work on returns.
- InsuranceCollect quote details and answer policy FAQs while your licensed agents are on other calls.
- Personal injury lawRun accident intake day and night, so a new case reaches an attorney before another firm calls back.
- Immigration lawAnswer immigration calls in the client’s language, take intake by case type, and flag hearings and detentions.
- Family lawTake divorce, custody, and support intake with a safe-contact check, and flag protective orders fast.
- Criminal defenseAnswer late-night arrest calls from worried families, take jail and charge details, and alert your on-call attorney.
- Financial advisorsBook discovery meetings and log client service requests, with every investment question left to an advisor.
- Mortgage brokersCapture purchase and refinance leads around the clock, with rate and approval questions left to a loan officer.
- IT services & MSPsTake client support calls, create tickets, and flag outages and security incidents for your on-call tech.
- Recruiting & staffingAnswer candidates and clients, take job orders, and flag shift call-outs before a client is left short.
- ArchitectsQualify project inquiries by type, site, budget, and timeline, and book consultations while you’re on site.
- Funeral homesTake first calls from families, hospices, and hospitals at any hour, and get the details to your on-call director.
- Interior designAnswer fee questions, gather the brief, and book discovery calls while you’re with clients.
Explore the shared workspace
Explore the InsertChat demo ↗
InsertChat / TodayOpen full demo Explore InsertChat’s shared workspace with Northstar Home Services, our fictional demo business.
Features for professional firms
AI receptionist
InsertChat answers your business calls from your own services, hours, and prices. It books appointments on your calendar and brings in your team, full transcript attached, when a person should follow up.
Explore AI receptionist
AI email responder
Connect Gmail or Outlook. Your assistant drafts or sends replies, and anything sensitive waits for your team in the shared inbox.
Explore AI email responderContacts
Your AI assistant saves each customer’s details from calls, chats, texts, and emails. Your team sees the history, open tasks, and next appointment in one record.
Explore ContactsConnect the calendar and tools you use
All integrations ↗
SchedulingGoogle Calendar↗
Connect availability and appointment actions to your front desk.
EmailOutlook↗
Connect your Microsoft mailbox to customer conversations.
SchedulingCalendly↗
Check open times and book invitees into your Calendly event types.
CRMHubSpot↗
Give your assistant access to supported CRM actions.
CRMMicrosoft Dynamics 365↗
Create Dynamics 365 leads, contacts, and cases from customer conversations.
Configure the assistant to ask about the client’s business, the service they need, their preferred contact details, and the questions your team needs for an introductory call. Keep those details with the conversation so the specialist can prepare.
Yes. Set handoff boundaries for advice or commitments that require a specialist, and configure approval for supported tool actions. The assistant can explain your published services and collect a brief while your team reviews the next step.
Yes. Connect Gmail or Outlook and the assistant drafts replies to new client emails from the same knowledge, for your team to approve, or sends them on the rules you set. By default, complaints and payment or legal topics wait for a person.
Facts last reviewed .
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Start with the questions you answer every day.
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