Industries / Professional services
E-commerce Healthcare Hospitality Real State Finance Education Restaurants Professional services
LEGAL, ACCOUNTING & CONSULTING

Pre-qualify incoming clients and book paid consultations.

Ensure your firm never misses a high-value retainer. AgenticVAI screens prospective clients against your practice areas and books consultations 24/7.

Confidential Case Intake
Conflict of Interest Checks
Paid Consultation Booking
Partner Calendar Sync
Talk to Sales
Enterprise SLA
Sub-300ms Latency
SOC 2 & HIPAA Ready
Live Call In Progress
220ms Latency
Streaming Audio (WebRTC)
01:42
Inbound Caller
“Hi, our tech startup needs a corporate attorney to review a Series A term sheet and commercial lease by Friday.”
AgenticVAI Voice Agent
“Our corporate partner, David Vance, specializes in Series A financings and commercial contracts. He has a 45-minute confidential intake consultation available tomorrow at 11:00 AM or 3:30 PM. Would you like me to book that?”
Workflow Tool Triggered Executed
Clio conflict check initiated • Partner Google Calendar hold placed
Ecosystem Verified
PROVEN BENCHMARKS & ROI

Measurable outcomes for Professional services leaders

+44%
Growth in Qualified Retainers
High-value clients screened and scheduled before they contact competing firms
< 3 min
Client Intake Duration
Complete case facts and conflict check criteria collected effortlessly
35%
After-Hours Inquiries Captured
Clients who call in evenings or weekends book directly onto partner calendars
TRUSTED BY INNOVATORS ACROSS PROFESSIONAL SERVICES
Vance & Sterling LLP
Clio
PracticePanther
QuickBooks
Calendly
Salesforce
FEATURED CASE STUDY
Vance & Sterling Corporate Law

How Vance & Sterling increased monthly consultation billings by 65%.

Prospective business clients seeking counsel on contracts and litigation were leaving voicemails and shopping competing firms. Vance & Sterling deployed AgenticVAI to screen matters and book paid consultations on attorney calendars.

“Attorneys don't want to spend their billable hours doing preliminary intake screening. AgenticVAI delivers fully qualified, pre-screened consultation leads straight to our calendars.”

— David Vance, Managing Partner at Vance & Sterling LLP
65%
Increase in paid consultations
< 2 min
Average intake completion
Read full customer story & architecture
Confidential Case Intake

Intelligent Case Screening & Conflict Checks

Collecting complete preliminary facts is critical. AgenticVAI gathers opposing parties, jurisdictions, incident dates, and claim specifics with attorney-level discretion.

Practice area alignment verification. Verifies whether the caller's legal or tax problem falls strictly within your firm's expertise before scheduling.
Preliminary conflict checking. Collects names of adverse parties, employers, or entities and logs them directly into your case management software.
Secure intake matter creation. Instantly creates prospective matters and client contacts in Clio, PracticePanther, or Filevine.
Schedule a technical walkthrough
Confidential Case Intake Pipeline
Production Ready
// Bi-directional Integration Flow JSON / REST API
POST /v1/voice/professional-services/execute_action
{
"vertical": "professional-services",
"status": "intent_resolved",
"tool_executed": "confidential_case_intake",
"latency_ms": 218,
"verified": true
}
⚡ Instant DB Sync
🛡️ Deterministic Guardrails
Consultation Scheduling

Automated Calendar Sync & Retainer Guidance

Eliminate administrative back-and-forth. The AI checks partner calendars, explains consultation fee policies, and books confirmed appointments.

Partner calendar live integration. Syncs directly with Google Calendar, Outlook 365, and Calendly to offer genuine available consultation slots.
Clear fee structure explanation. Explains standard consultation fees, hourly retainer ranges, or contingency terms in accordance with firm guidelines.
Pre-consultation document requests. Texts prospective clients an encrypted link to upload relevant contracts, police reports, or tax documents before the meeting.
Schedule a technical walkthrough
Consultation Scheduling Pipeline
Production Ready
// Bi-directional Integration Flow JSON / REST API
POST /v1/voice/professional-services/execute_action
{
"vertical": "professional-services",
"status": "intent_resolved",
"tool_executed": "consultation_scheduling",
"latency_ms": 218,
"verified": true
}
⚡ Instant DB Sync
🛡️ Deterministic Guardrails
ENTERPRISE GOVERNANCE

Law-firm level confidentiality and data compliance

Enterprise security controls, compliance certifications, and absolute data protection tailored for Professional services.

Attorney-Client Privilege Protocol

Explicitly informs callers that the preliminary intake does not constitute formal legal representation until an agreement is executed.

SOC 2 Type II Certified

Bank-grade cloud infrastructure safeguarding highly confidential client disclosures and litigation details.

Zero Data Retention Mode

Optionally purge audio recordings immediately upon transcript logging to your internal case management system.

Encrypted Document Links

Secure 256-bit encrypted SMS dispatch for preliminary document and retainer agreement uploads.

Partner Warm Transfer

High-stakes corporate inquiries or emergency injunction matters can be routed directly to managing partner mobile phones.

Clio & PracticePanther Sync

Native API integration that organizes case facts, contact cards, and intake notes seamlessly into your legal CRM.

STACK INTEGRATION

Connects seamlessly with your Professional services stack

Deploy without replacing your core CRM, telephony provider, or scheduling infrastructure.

Clio
PracticePanther
Filevine
QuickBooks
Calendly
HubSpot
Outlook 365
Google Calendar
Request a custom API integration for your proprietary database
QUESTIONS & ANSWERS

Frequently asked questions about Professional services

Yes. The AI agent asks for the names of opposing individuals, companies, or employers and logs them into your CRM so your firm can conduct standard conflict checks.
No. The AI agent operates with strict guardrails, stating clearly that it is an administrative assistant collecting facts and scheduling a consultation with a licensed attorney.
Yes! AgenticVAI connects directly via API to Clio, PracticePanther, and Filevine to create prospective matters, client profiles, and calendar events.
Yes. The AI agent can explain consultation fees and text a secure tokenized payment link via Stripe prior to confirming the calendar reservation.
The AI agent identifies the nature of the matter (e.g., family law vs. corporate litigation vs. estate planning) and routes the consultation onto the specific partner's calendar.

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