Filter the requests, you focus on the casework
The AI assistant answers first questions, collects client details and books appointments for lawyers and accountants, on WhatsApp and Instagram.
Law and accounting firms
The benefits for your business
First screening of requests
Understands what the client needs and collects the useful information, so you arrive prepared at the first meeting.
Appointments and consultations
Offers free slots and books the consultation, in the office or online, with no phone tag.
Data collected with care
Contact details and information stored in the EU and GDPR-compliant, ready for your review.
Replies after hours too
People with a problem write when they can: the assistant replies at once and never drops the request.
Live demo
Watch it answer your customers
Real examples one after another: bookings, questions, off-topic requests and customers who want a person. See how it handles them.
What the assistant handles
- First qualification of requests
- Collecting client data and contact details
- Appointments and consultations, in office or online
- Information on areas of practice and services
- Useful documents to prepare
- Handover to the professional for the assessment
Studio Vismarelli Commercialisti
online
Frequently asked questions
Does the assistant give legal or tax advice?
No. It collects requests, answers general questions and books the appointment. The actual advice always stays with the professional.
Does it collect data compliantly?
Yes. Contact details and information are stored in the EU and processed under the GDPR, ready for your review.
Does it suit both lawyers and accountants?
Yes. It is set up on your areas of practice and your services, filtering and organising incoming requests.
What does the assistant do when it doesn't know or the question is sensitive?
It answers only with the real information you uploaded. If it can't find the answer or the request is outside its scope, it doesn't make something up: it tells the customer it will check with the team and hands the conversation to a person. It never promises prices, hours or confirmations it can't guarantee, and a reservation stays pending until you confirm it.
How does it handle important requests or customers who want a person?
You can set keywords (like "agent" or "urgent") that immediately pass the conversation to a human. The assistant can also forward the message to a contact you configured (a colleague, the front desk, the kitchen, a courier) over WhatsApp or email, and it notifies you by email with a direct link to the chat. The addresses are always the ones you set: it never picks or invents them.
How does it deal with difficult or rude customers?
It keeps a polite, formal tone and stays on topic, without being dragged off subject. When a person is needed, it hands off to your team. And at any time you can take over the conversation from the panel: the assistant stops on that chat, you reply, and you resume it when you're done.
Is it protected against manipulation, spam or abuse?
Yes, by design. In a chat the assistant only performs a limited set of safe actions, answers only from your data, and won't be talked into inventing prices, discounts or commitments. It doesn't finalise bookings or payments on its own (they stay for you to confirm), it only sends messages to the contacts you set up, and it never reveals the technology or staff names. If a conversation is flooded with messages or pushed outside its scope, it stops replying automatically and hands off to a person. Each business's data is isolated and stored in the EU, GDPR-compliant.
Can I reply in place of the assistant whenever I want?
Yes. From the panel you take over any conversation: the assistant immediately stops replying to that customer (while it stays active with everyone else) and you reply, with text or media. When you're done, you resume it with one tap. It works the same on WhatsApp and Instagram.
Can I update the menu or fix a price without retraining the assistant?
Yes, in a few seconds. In the knowledge library you open the document, tap "Edit", fix only the part that changed and save: the base re-indexes on its own and the assistant uses the updated version right away, with no retraining and without using a training credit. Included corrections are 5 per month on Starter, 15 per month on Pro and 30 per month on Max; if you need more, an extra pack of 25 corrections costs €2.99 and never expires. Adding brand-new documents is a separate operation.
Fewer calls, more time for the casework
Try 14 days free: we set the assistant up on your areas of practice and your calendar.