AI intake for expert businesses
Qualify enquiries before they consume expert time.
For accountants, consultants, agencies, and law firms: explain the service scope, collect the enquiry, and prepare an approval-first follow-up without presenting professional advice as final.
Better-prepared first conversations and less time spent answering obvious fit questions.
Real questions
The questions customers ask before buying
Do you work with businesses like mine?
What information should I prepare?
What is the next step?
Can I request a consultation?
Setup
Three steps you can verify
- 01
Define scope and exclusions
Explain who you serve, what you do, required documents, pricing approach, and what cannot be advised in chat.
- 02
Collect a structured enquiry
The chatbot gathers contact details and context instead of forcing the expert to restart discovery.
- 03
Review the drafted follow-up
Automation can prepare the next email, quote note, or appointment proposal for human approval.
One platform
From the first question to the next step
Chatbot
Answers on your website, uses your knowledge base, and captures leads.
Voice Receptionist
After activation, handles supported phone calls in the configured voice.
Automation
Prepares an email, quote note, or appointment proposal for approval.
FAQ
Common questions
Will it give legal, tax, or financial advice?
It should only share approved general information and clearly route case-specific advice to a qualified professional.
Can it decide whether we accept the client?
It can collect fit information, but the business remains responsible for conflicts, eligibility, risk, and engagement decisions.
Does automation send without approval?
No. Apex automation is approval-first. A human reviews the draft before a follow-up is sent or forwarded.