AI phone assistant for law firmsDeadline week.
It picks up.
Booked.
Answers while you're in a client meeting, asks tax or legal, and writes the appointment into your calendar.
Images & videos on this site: AI-generated.
An AI phone assistant for law and tax firms answers calls while you're in a client meeting: it asks tax or legal, checks free slots live and books straight into your calendar. At terminio.ai it is part of Pro Voice, with a German phone number and 200 call minutes, no setup fee, set up in about ten minutes.
Four jobs.
One firm.
Book
Get paid
Remind
Phone
A call mid-meeting? Sure.
Appointment booked? Check.
WhatsApp confirmation? Also check.
Your front desk, even in the week before the deadline
The assistant answers while you're in a client meeting, asks whether it's an initial consultation, a tax or a legal matter, checks free slots and writes the booking straight into your calendar. Callback requests it takes down as a message. It gives no legal or tax advice and does not discuss the matter; that stays with you. German phone number included.
In the meeting room.
At the front desk.
Soon on the wrist.
Web app at the front desk; apps for phone and watch are coming soon. One account for the whole firm, every adviser with their own calendar.
One call. And the front desk stays on the deadline.
Booked online, booked by phone: one firm calendar.
Many clients would rather book in the evening through your link: consultation or meeting, adviser, time, no account. Whoever would rather call gets the assistant. Both land in the same calendar in the same minute, for the secretary and every adviser.
Prices on the phone. Payment at booking.
If someone asks for a price, the assistant tells them, if you allow it, or says it depends on the work. If a service has a price, customers booking online can pay it right away through Stripe; anyone who would rather pay on site books without payment.
Picks up when the front desk can't.
Mid-meeting, in the week before the deadline, after hours: the assistant answers with your firm's name and your greeting. It books appointments and takes callback requests as a message. It gives no legal or tax advice, and it does not discuss the matter.
Booked by phone, confirmed on WhatsApp.
An appointment the assistant books runs like every online booking: WhatsApp confirmation straight away, a reminder the day before, from your number, in your words, with a note to bring receipts or the contract. Whoever cancels frees the hour before it goes to waste.
It knows which adviser is free when.
The assistant looks live into the firm calendar: each adviser's hours, thirty minutes for an initial consultation, ninety for an annual accounts meeting. If a client asks for their own tax adviser, it tries to book exactly her. The system prevents the same slot from being given out twice.
Every call in the app.
After every call the summary sits in the app: outcome, duration, call-back request. Callbacks land in their own list. The web app shows the same picture everywhere; apps for iPhone and Android and a smartwatch app are coming soon.
What firms
ask about the phone assistant.
You don't pick up, and after the ring the AI phone assistant takes over. It answers with your firm's name, asks whether it's an initial consultation, a tax or a legal matter, checks free slots and writes the appointment in. You read the summary in the app once the client has left.
More for
your firm.
The booking page, the reminders and the industries next door: same principle, different channel.
Diary full.
Front desk free.
Start free, reachable in ten minutes.