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Professional Services

AI Receptionist for Professional Services

Accountants, consultants, and financial advisors. Screen calls, schedule meetings, and maintain a professional image 24/7.

25%
Billable time increase
15K+
Calls handled monthly
97%
Client satisfaction
-60%
Meeting no-shows

Common Challenges We Solve

Sound familiar? Here's how Akol helps.

The Problem

Client Interruptions

Important client work interrupted by phone calls throughout the day.

Lead Qualification

Time spent on calls with prospects who aren't a good fit.

Scheduling Back-and-Forth

Multiple emails and calls just to schedule one meeting.

After-Hours Perception

Missed calls create perception of unavailability or small operation.

The Solution

Protected Focus Time

Screen calls and only interrupt for priority matters.

Smart Qualification

Pre-qualify prospects before they reach your calendar.

Instant Scheduling

Book meetings directly without the back-and-forth.

Professional Image

Every call answered professionally, 24/7.

Features

Built for Professional Services

Industry-specific capabilities included in every plan

Call screening
Meeting scheduling
Lead qualification
Service inquiries
Document requests
Callback scheduling
VIP routing
Message taking

Common Use Cases

See how businesses like yours use Akol

New Client Intake

Qualify potential clients and schedule initial consultations.

Meeting Scheduling

Book meetings based on your availability and preferences.

Call Screening

Filter calls and route based on priority and purpose.

Document Requests

Capture document requests and notify appropriate team members.

"I was spending 2 hours a day on phone calls. Now I focus on billable work while Akol handles scheduling and screening. My revenue per hour has never been higher."
James Chen, CPA
Partner, Chen & Associates Accounting

Frequently Asked Questions

Can it handle confidential matters?

Yes, the AI is trained to handle calls with appropriate discretion and never stores sensitive client information.

What about existing clients?

Configure VIP lists for existing clients to receive priority routing or direct transfers.

Can it integrate with my calendar?

We integrate with Google Calendar, Outlook, Calendly, and other scheduling tools.

How does qualification work?

Configure custom questions to assess fit before prospects reach your calendar.

Ready to Transform Your Professional Services Business?

Join thousands of professional services professionals using Akol. Start your free trial today.