For professional services firms

New clients call while you’re with the current one

You’re in a meeting billed by the hour and the phone rings with someone whose letter has a date on it. prepaid.ai answers, takes the detail, flags the deadline and books the consultation — and it never gives advice.

Consulting · your AICall in progress
Thank you for calling Calder & Novak — this is the AI assistant. How can we help?
I’ve had a letter from the tax office. It gives me until Friday to respond and I don’t understand what it’s asking.
A Friday deadline shouldn’t wait, so I’m flagging this as urgent now. I can’t advise on the letter myself, but I can book you in with an accountant. May I take your name?
Priya Nair. Tomorrow, if at all possible.
You’re booked for 9:00 tomorrow, Priya, and the note about the letter and the Friday deadline is with the team. Please bring the letter with you.

Wednesday, 3:20 pm. Everyone is in with clients.

The calls that go missing

The client-meeting clash

You can’t step out of one client’s meeting to catch another’s call. The AI answers, takes the matter down and books the consultation — no half-heard voicemail to decode at five.

The letter with a date on it

Deadline, court, urgent — when a caller says one of those words, the message is flagged and in front of you immediately, not sitting in a queue until morning.

The shortlist call

People ring three firms about the same matter and appoint the one that answered and booked them in. Being reachable is the cheapest client acquisition a practice has.

Built in, day one

It already speaks consulting

A new professional services agent already knows the words that mean a clock is running on someone’s affairs:

deadlinecourturgent

Hear any of these and your AI treats the call as urgent — flagged to you immediately, never left for the morning.

How it answers

Thank you for calling — how can we help?

Bookable from the first call
  • Consultation
  • Quote

This is the professional services (accountant, lawyer) starting point every new agent is seeded with — then it reads your website and makes it yours.

Every caller heard, every deadline flagged. The advice stays yours to give.

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