An AI intake assistant for professional services
An AI intake assistant for law firms, accountants, consultants and agencies that answers service and fee questions, qualifies enquiries, captures leads and files consultation requests.
Professional firms win work by responding quickly to enquiries, but fee earners cannot answer every message. OctaDezx explains your services and fee structure, asks your intake questions, captures every enquiry as a lead and files consultation requests for the right person.
The everyday problem
Enquiries arrive while partners are with clients, and a slow reply loses the client to the firm that answered first.
How OctaDezx helps
Write your intake questions and service descriptions, connect your website, WhatsApp and phone, and let the agent handle first contact while professionals handle the work.
First contact handled
- Services and fees. Explains your services and fee structure from your own descriptions.
- Intake questions. Asks the questions you define, such as matter type or company size.
- Leads with context. Every enquiry becomes a lead with the full conversation.
- Consultation requests. Collects preferred times and files consultation requests.
- Calls answered. The voice agent answers calls when the office is busy.
- Escalation of advice requests. Requests for legal, tax or financial advice are handed to qualified staff.
A new client enquiry
Illustrative flow, not a client transcript.
- 1. Enquiry. A small business asks an accounting firm about bookkeeping fees. The agent explains your packages.
- 2. Intake. It asks about turnover and number of employees.
- 3. Request. A consultation request is filed with the answers.
- 4. Handover. A partner picks up the lead with context.
Professional limits
- The agent does not give legal, tax, accounting or financial advice.
- Conflict checks, engagement letters and case management systems are not integrated.
- Confidential matters should move to your own secure channels.
Frequently asked questions
- Can AI handle client intake for a law firm? It can explain services, ask intake questions and capture enquiries. It does not give legal advice.
- Does it work for marketing agencies? Yes. It answers service questions and qualifies leads.
- Can it schedule consultations? It files consultation requests your team confirms.
- Does it integrate with practice management software? Not today.
- Will it give advice to clients? No. Advice requests are escalated.
- How are enquiries kept separate from other businesses? Conversations are isolated per business by database rules and visible to your team according to role-based access. Ask clients not to share confidential details in a first enquiry and move sensitive matters to your own secure channels.
- What does it cost for a small firm? Plans start at $29 a month with 2,500 AI messages, 100 phone minutes and 3 team seats, and every plan includes every feature. There is a 3-day free trial with no credit card required.