Professional firms

The first contact
arrives already sorted.

Accountants, lawyers, consultants. NeoAI explains what the firm does, collects the reason, and offers a meeting. Professional judgment stays with the firm.

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Channels: Site, WhatsApp, voice
Offer: The firm's services
Modules: Leads, calendar, tickets

Sequence

From the question to the meeting.

01 States the reason
Matter, urgency, documents.
02 NeoAI frames it
The firm's service and the next slot.
03 The CRM updates
A lead with the reason and the time.
04 The firm answers
Judgment goes to a person, with the context attached.

At the firm

What this category covers

First contact and calendar. The professional content stays yours.

Services

What you cover

Answers from the matters and documents you put in the knowledge.

Enquiries

The reason is written

The lead arrives with the matter, not only a name.

Calendar

Meeting booked

Offers a slot and passes sensitive cases with a ticket.

Talk to the founder

Ready to put this
in a real firm?

Services and office hours. The assistant sorts the first contact.

Talk to us

It collects the request. Professional judgment stays with the firm.