AI Receptionist for Professional Services

Focus on Billable Work—Let AI Handle the Calls

Professional service firms charge by the hour. Every interruption is lost revenue. Our AI receptionist handles inquiries, screens prospects, and books consultations so your team can focus on delivering exceptional client service.

Professional service firms bill by the hour, but phone interruptions are free. Every call that disrupts a consultant, accountant, or strategist costs you money. Hey24 ensures your professionals stay focused on billable work while maintaining exceptional client service.

Purpose-Built Capabilities

Everything you need to transform your industry operations

1

Client Screening & Qualification

Ask customized questions to qualify prospects before they reach your consultants. Focus time on high-value opportunities.

2

Meeting Coordination

Schedule initial consultations, follow-up meetings, and discovery calls directly into calendars. Handle time zone conversions automatically.

3

Service Package Information

Explain service offerings, pricing structures, and engagement models. Answer common questions about your methodology.

4

CRM Integration

Automatically log all interactions in your CRM. Capture lead source, conversation notes, and qualification details seamlessly.

5

Document Collection

Request and collect necessary documents—tax returns, financial statements, project briefs—before initial consultations.

6

Multi-Service Routing

Route inquiries to the right department—tax, audit, strategy, IT consulting—based on client needs automatically.

Benefits

Why Professional Service Firms Choose Hey24

Eliminate phone interruptions during client work
Professional image without receptionist overhead
Capture leads outside traditional business hours
Qualify prospects before expensive consultant time
Handle overflow during busy season
Consistent professional communication
Detailed call transcripts for client records
Scale without adding administrative staff
💼 Use Cases

Common Use Cases

Real-world applications for businesses like yours

Accounting & Tax Services

Handle tax season overflow, screen new clients, schedule appointments, and collect documentation before consultations.

Management Consulting

Qualify project inquiries, schedule discovery calls, explain service offerings, and coordinate with multiple stakeholders.

IT Consulting & MSPs

Screen technical requirements, schedule assessments, handle support inquiries, and route urgent issues appropriately.

Marketing Agencies

Capture new business inquiries, schedule strategy calls, explain service packages, and qualify budget and timeline.

Ready to Eliminate Phone Interruptions?

Join professional service firms worldwide who trust Hey24 to handle communications so they can focus on delivering exceptional client results.

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