24/7 AI receptionist · Accounting · Consulting · Legal intake · Agencies
Every new inquiry screened, scheduled and on your desk with context.
Your time is billable, and every unscreened call eats into it. Pulse FrontDesk takes first contact professionally, asks your intake questions, filters out bad fits and puts qualified prospects on your calendar with a clean summary.
What a missed call costs a professional business.
- 1
Partners answer their own phones
Every unscreened call pulls a billable professional out of focused work, often for an inquiry that was never a fit.
- 2
Prospects expect a fast, polished first touch
High-value clients judge the firm by the first call. Voicemail, or a rushed assistant, starts the relationship on the wrong foot.
- 3
Intake is inconsistent
Different staff ask different questions, so consult calls start with ten minutes of basics that should have been captured already.
One call, start to finish, handled the way your team would.
Illustrative sample using a fictional business, Meridian Tax & Advisory. The live demo is the real thing.
Meridian Tax & Advisory
Sample call- AI receptionist
Meridian Tax & Advisory, thanks for calling. How can I help?
- Caller
I run a small business and I'm behind on my quarterly filings. Do you handle that?
- AI receptionistMatter type
We do work with small businesses on that. Is the business an LLC, S-corp, or something else?
- Caller
An S-corp, about twelve employees.
- AI receptionistScope & urgency
Thanks. Roughly how many quarters are outstanding, and have you received any notices?
- Caller
Two quarters. One notice last week.
- AI receptionistRouted by urgency
Understood. I'll flag the notice as time-sensitive and request an initial consultation. A team member will confirm the time with you.
Record sent to your team
- Matter
- Late quarterly filings
- Client
- S-corp · 12 employees
- Urgency
- Notice received · flagged
- Next step
- Consult request · staff confirm
What it asks
- 1Type of matter or service needed
- 2Business or personal; entity type and size
- 3Deadlines, notices or court/filing dates
- 4How they found the firm (referral source)
- 5Conflict-check details when required (other parties)
- 6Name, email and best time to talk
Starting set. Your real questions are written with you during implementation.
Your team stays in control of what matters.
When it hands off to a person
- Imminent deadlines, notices, court dates
- Existing clients asking for their advisor
- Anything that sounds like a request for advice
Escalation rules, transfer numbers and on-call schedules are set by you and tested before go-live.
Systems we can connect
- Clio
- Karbon
- HubSpot
- Calendly
Common systems in professional. Each integration is confirmed technically and scoped in your proposal. Until it's live and verified, requests go to your staff to confirm.
How it runs for professional.
- 01
Answer
A composed, consistent first touch, with your firm's services and boundaries configured in.
- 02
Qualify
Matter type, size, deadlines and referral source captured; out-of-scope inquiries politely redirected.
- 03
Book / Route
Qualified prospects get consult requests. Existing clients and urgent deadlines go to the right professional.
- 04
Follow up
Prospects who didn't book get a consent-based reminder with your scheduling link.
- 05
Measure
Inquiries → consults → engagements signed, by service line and referral source.
Call Meridian Tax & Advisory right now.
A live voice conversation with the professional demo agent, in your browser.
Professional questions
Talk through your professional calls.
A 20-minute consultation: we look at your call types, show you the agent working for a business like yours, and tell you plainly whether it fits.
- Google Meet, 20 minutes
- No obligation, no pitch deck
- Straight answer on fit
Booking is handled by Calendly at https://calendly.com/emmanueldessallien/ai-front-desk-business-demo