AI Concierge for Financial & Legal Services
Qualify Your Clients Before You Ever Speak to Them
Capture qualified inquiries, answer common client questions, and streamline the first step of your client onboarding process.
Live Demo
Test the 24/7 Onboarding Assistant
Prospective clients expect immediate answers when exploring financial structures, company formation, or advisory services.
This interactive assistant demonstrates how an AI concierge can answer questions, guide prospects through an intake conversation, and capture structured inquiry details for your team.
Try the assistant to experience the client intake process.
The Solution
Meet Your AI Client Concierge
Our AI concierge engages visitors immediately and guides them through a professional intake process that mirrors how your firm would qualify a prospective client.
The system gathers key information, answers common questions, and determines whether the prospect is a fit for your services.
Qualified prospects are automatically routed to schedule a meeting.
Intelligent Features
Provide Instant Answers
The assistant can answer common questions about services, corporate structures, jurisdictions, and onboarding requirements. This allows prospective clients to receive immediate guidance while reducing repetitive inquiries handled by your team.
Qualify Inquiries
The assistant gathers key details about prospective clients, including their location, intended structure, objectives, and timeline. This ensures your team receives organized inquiry summaries instead of unstructured email messages.
Smoother Onboarding
Instead of filling out static forms, prospective clients interact with a guided conversation that collects the same information in a more natural way. This often results in higher engagement and more complete inquiry details.
Trigger Sales Team
Once the intake conversation is complete, the assistant compiles the collected information into a structured summary that can be delivered to your team via email or CRM integration for follow-up.
Why Firms Use an AI Intake Assistant
High-value financial services firms often receive a constant stream of vague inquiries, unqualified prospects, repetitive questions, and incomplete intake forms through their websites and contact channels. Instead of focusing on serious clients and meaningful consultations, advisors and support staff spend valuable time sorting through conversations, responding to basic questions, and trying to gather missing information. This inefficiency can lead to lost opportunities, slower response times for qualified prospects, and unnecessary administrative work that reduces overall productivity and growth potential for the firm.
24/7 client inquiry handling
Prospective clients can ask questions and begin the intake process anytime, without waiting for office hours.
Higher quality inquiries
Structured intake questions help identify serious prospects before consultations.
Reduced administrative workload
Your team receives organized summaries instead of responding to repetitive questions
Better client experience
Prospective clients receive immediate responses and a guided intake conversation rather than static forms.
Estimate Your AI Intake Assistant Cost
Tell us a little about your inquiry volume and workflow so we can estimate the right setup for your firm.