Case Study • Professional Services
Advisory firms unlock more billable hours
AI Desk gathers engagement context, routes urgent matters to partners, and hands coordinators ready-to-book consultations around the clock so professionals stay focused on client work.
Overview
Boutique law, accounting, and consulting firms rely on AI Desk to triage client enquiries, prepare consultations, and keep engagement pipelines moving without additional coordinators.
Quick results
Consultation requests triaged by matter type
Scheduling briefs delivered with preferred slots for coordinator follow-up
Compliance-ready engagement summaries generated automatically
What they needed
- •Partners lost time answering repetitive service and pricing questions.
- •Manual scheduling across time zones stalled conversion of warm leads.
- •Compliance notes and engagement details were scattered across email threads.
How AI Desk helped
- •AI Desk captures matter type, urgency, and budget before surfacing new enquiries to the right partner.
- •Conversation workflows capture scheduling preferences and hand coordinators a ready-to-book brief for existing calendar tools.
- •Structured conversation transcripts store compliance-ready summaries alongside engagement notes.
Outcomes observed
- •Partners regain hours each week previously spent on coordination.
- •Coordinators confirm meetings faster because intake summaries include required scheduling details.
- •Engagement histories stay audit-ready without manual transcription.
Capabilities the team relies on
Agent Configuration
Captures engagement details and routes matters to the right partner instantly.
Explore feature →Team Inbox
Keeps shared visibility on urgent enquiries across fee earners and coordinators.
Explore feature →Knowledge Base
Maintains service descriptions, fee structures, and compliance guidance automatically.
Explore feature →Plan your own AI Desk rollout
Bring auto-learning support to your industry with managed onboarding or self-serve deployment. Our team shares playbooks from Professional Services teams so you can launch confidently.