Professional services · Law firms, accountants and consultancies

Answer every new client enquiry, even when you’re with clients.

Aivah gives your firm an AI employee that explains your services and takes new enquiries. It works on your website, on the phone and in video meetings, with a face, a voice and your documents.

Start free Book a demo

Free to start · No card requiredPaid plans from $10/month

See how it works.

Web & embeds: a website chat bubble, a help-center window and a direct link, each with its AI employee and a Copy link button — Inside Aivah · Web & embeds · Illustrative workspace data

01Explains services and fees

02Asks your intake questions

03Every enquiry in one place

The problem today

Sound familiar?

I can’t pick up the phone in a client meeting.
A new client who can’t get through rings the next firm.
We answer the same fee questions every week.
How much is a will? What does a tax return cost? What should I bring?
Too many first calls are work we don’t do.
A partner takes the call, only to learn it isn’t a fit.

The jobs it does

What your AI employee does

Six jobs it can take off your desk this week.

Explains your services and fees

What you do, who you help, your fixed fees and how billing works. It answers from your own pages, day and night.

Website
Video meetings

Asks your intake questions

What is it about? Is there a deadline? Who else is involved? The answers arrive with every enquiry.

Website

Answers the phone while you’re with clients

It picks up, explains your services and takes a clear message with the name, number and reason for the call.

Phone line

Says no to work you don’t take

No criminal cases? No payroll? It says so politely, so nobody waits for a call that won’t help them.

Website
Phone line

Gets new clients ready

Your new client steps become a short presentation: what happens next, what to send and how fees work. Clients can stop it to ask questions.

Presentations
Website

Helps your team and reminds you

Staff ask it in Slack how to open a new client file. You get a reminder on WhatsApp to call back new enquiries.

Slack · your team
WhatsApp · you
Scheduled tasks

Where it works

One AI employee, wherever clients reach you

Your websiteChat, voice and a face, with a lead form for contact details.

At 9pm, a café owner asks if you do bookkeeping and what it costs. It answers from your fee page and takes her details.

See the website guide Your phone lineAnswers incoming calls on your own Twilio number, from the call prompt you write.

A caller asks about making a will while you’re with a client. It shares your fixed fee from the call prompt and takes a message.

See phone answering Video meetingsJoins Meet, Teams, Zoom and Webex calls with its face and voice once the host lets it in.

It joins a Teams call with a new client and explains your first steps and fees. Your partner leads the call.

See meetings Your team chatYour team messages it in Slack. You message it from your own WhatsApp.

A trainee asks it in Slack how to open a new client file. You ask it on WhatsApp for your tax return fee.

See all channels

A day in its life

A day with your AI employee

Example Pellwood & Crane is a fictional law firm.

07:50Website
A question before work
A woman asks what a will costs. It shares your fixed fees and takes her details for a call.
10:30Phone line
A call during a client meeting
Both partners are with clients. A caller needs a contract checked, and it takes his name, number and deadline.
12:15Website
Work you don’t do
A visitor asks about a criminal case. It explains that you don’t take criminal work, so he can look elsewhere today.
14:00Video meetings
A new client’s first call
It joins the Zoom call and explains your first steps and fees. The partner leads and gives the advice.
16:20Slack · your team
A trainee’s question
She asks for the steps to open a new client file. It answers from your office manual.
17:00Scheduled tasks
Your daily reminder
The reminder you set arrives on WhatsApp: call back today’s enquiries.

Next morning, your team reads every enquiry in Insights and decides which ones to take on.

Example

A lease question at 9pm

A café owner asks for help on your website after you’ve closed. Here is how a good conversation goes.

1
A clear answerIt answers from your own documents.
2
Knows its limitIt says what it can’t do instead of guessing.
3
Hands over to your teamIt takes the details your team needs to follow up.

WebsitePellwood & Crane

Example

LeoAI employee · Pellwood & Crane

Visitor
Hi, I run a café. Can you check a new lease before I sign it?
Leo
Yes. Our property team reviews business leases for a fixed fee of $600. You get a written summary of the key terms.
1A clear answer
Visitor
The rent goes up 8% a year. Should I sign it?
Leo
I can’t give legal advice, so I can’t say whether to sign. A lawyer can go through the rent terms with you.
2Knows its limit
Visitor
What would you need from me?
Leo
The draft lease and the landlord’s name. Before we take on new work, we check we’ve never acted for the other side.
Visitor
OK. The landlord wants it signed by Friday.
Leo
Thanks, I’ve noted the Friday deadline. What name, email and phone number should the team use? They’ll call to say if they can help in time.
3Hands over to your team

Example. Pellwood & Crane is a fictional law firm.

Set it up

Set it up in an afternoon

1Hire your AI employee

Pick the Front desk template, or describe the job in your own words.

2Add your documents

Upload your service pages, fee sheet and new client guide, and add links to your website pages. It answers from what you give it.

3Choose a face and a voice

Pick a ready-made character or make one from a photo. Then pick a voice, or clone one from 10 seconds of clear speech with the speaker’s permission.

4Put it to work

Add the chat bubble to your website and turn on the lead form with your intake questions. Then connect your phone line, so calls get answered while you’re with clients.

Then open Insights to read every conversation, lead and call, and see what people ask most.

Knowledge

Teach it from your documents

Add files and website pages. Each one shows Ready once your AI employee has learned it.

Insights → Leads

Every lead in one list

Names, emails and phone numbers from your lead form, with the conversation behind each one.

Some screens show illustrative workspace data from a fictional company.

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Before you start

What to give it

Start with what you already have. You can add more later.

Your services
What you do, who you do it for and the kinds of work you take on.
Your fees
Fixed fees, hourly rates or ranges you’re happy to share, and how billing works.
Your intake questions
What you always ask first, such as the deadline or who else is involved. Add them to your lead form too.
Work you don’t take
So it can say no kindly, and quickly.
Your new client steps
The first meeting, what to bring or send, and how long things usually take.
Key dates
Tax deadlines or busy seasons that clients often ask about.
Who handles what
Which team covers each service, and how to reach them.

Clear limits

You stay in control

Your AI employee takes enquiries. Your professionals give the advice.

No legal or tax advice
It explains your services and fees. When someone asks what they should do, it offers a call with your team.
You decide who to take on
It takes enquiries. Your team runs its usual checks, such as a conflict check, and decides.
It answers from what you give it
Your pages, fees and guides. If something isn’t there, it says so and offers to pass the question on.
Be open that it’s AI
Say so in its greeting, and tell clients when it joins a call.
You can read every conversation
Chats, enquiries and call transcripts are all in Insights, ready for follow-up.

Legal, accounting & consulting

Your questions, answered.

Can’t find your answer? Book a demo and ask us directly.Choose your first job

Will it give legal or tax advice?

No. It explains your services, fees and process from the documents you give it. When someone asks what they should do, it says it can’t advise and offers a call with your team.

Does it decide who we take on?

No. It takes enquiries and asks your intake questions. Your team runs its usual checks, such as a conflict check, and decides.

Can it ask our intake questions?

Yes. Add them to its instructions and to your lead form. The form takes a name, email and phone, plus your own questions. Every enquiry lands in Insights with the conversation behind it, and you can export the list as a CSV file.

Can it answer our phone while we’re in meetings?

Yes. It answers incoming calls on your own Twilio number (Twilio is the phone service that connects your number). It answers from the call prompt you write, takes messages and saves a transcript of every call. Phone answering starts with Starter, at $99 a month. See phone answering

Can it join video calls with clients?

Yes. It joins Google Meet, Microsoft Teams, Zoom and Webex calls with its face and voice once you let it in. It explains your services and steps from its documents while your professional leads. Tell everyone on the call that an AI employee is taking part. See meetings

Can clients send us documents through it?

No. It tells clients which documents to send and how, using your own process. Give it only your public material, never client files.

What does it cost?

You can start free, with no card. The Free plan gives you 3 AI employees and 1,000 credits to try it out. Credits are what you spend when your AI employee chats, talks or creates. To put it on your website, plans start with Hobby, at $10 a month. Phone answering starts with Starter, at $99 a month. Compare plans

Your next step

Never miss another new client enquiry.

Free to start · No card required