PROFESSIONAL FIRMS

While you’re with one client, someone else calls.
Someone needs to know why.

For advisory firms, legal, tax and accounting practices handling calls while the professional’s in a meeting or working on a file.

Let’s talk about your case

Answering the call isn’t enough if you don’t know why they’re calling or who should take it.

A new enquiry, a regular client, someone who needs to speak to a specific person: at an advisory firm, a legal, tax or accounting practice, every call arrives with a different need, while the professional is in a meeting, with a client, or working on a file. Knowing who’s calling and what the general matter is already helps prepare the conversation, without needing to interpret the substance of the matter.

Collect the context before anyone has to call back.

The AI can collect what’s relevant to prepare the follow-up, without the caller having to give sensitive information.

Name and contact details
General reason for the call
General area or type of enquiry
Person or team they want to reach
Preferred time for a callback

From the call to the right person.

The same AI phone support we use across our other services, adapted to the firm’s vocabulary.

Receives

Takes the call with the firm’s context: opening hours, general areas and availability.

Contextualises

Works out whether it’s a regular client, a new enquiry or another matter.

Organises

Gathers the general reason and the basic details needed to follow up.

Routes

Passes the call to the right person or team within the firm.

The AI prepares the context.
The professional brings the judgement.

The system can help identify the general reason for the call, collect basic details and prepare the follow-up before someone at the firm reviews it. It doesn’t give legal, tax or accounting advice, interpret regulations or contracts, decide strategy, assess whether a matter is viable, accept any professional engagement, or confirm fees or deadlines. Those decisions always stay with the professional.

No engagement, fee or professional judgement is confirmed without someone from the firm.

Instead of an incomplete note or a missed call, the team gets a request in Attenda with the general reason and the administrative context needed to carry on.

Discover Attenda

Tell us how your firm handles calls today and we’ll see where this fits.