Capture serious enquiries without giving away your time.
AI chat agents that answer approved service questions, collect enquiry details, qualify leads, book consultations, and hand serious matters to your team with full context.
Built for law firms, consultants, accountants, advisory firms, agencies, and service providers.
Voice support available as an add-on for missed calls and consultation booking.
Lost consultation leads
Serious prospects move on when they cannot get quick answers or book a consultation.
Missed enquiries
Potential clients ask questions after hours and leave when no one responds.
Repeated basic questions
Your team keeps answering the same service, fee, document, and consultation-time questions.
Poor intake details
Clients send incomplete enquiries, forcing your team to chase basic information.
Too many channels
Website · WhatsApp · Instagram · Facebook
What your Professional Services AI Agent can handle
Tap a card to preview how the AI captures enquiries, qualifies leads, and prepares your team before the consultation.
Your enquiry command centre.
Manage services, view client enquiry transcripts, track consultation leads, and control what the AI knows from one dashboard.
Kaizen Professional Services Dashboard
Services, chats, intake details, consultations, and follow-ups in one place.
Service Knowledge Manager
Upload approved service descriptions, consultation types, FAQs, required intake questions, business information, and follow-up instructions.
Service card
Contract review consultation
Approved intake and booking path for routine service enquiries.
Type
Initial consult
Team
Corporate
Urgency
Staff review
Follow-up
Optional Voice Call Transcripts
For firms using voice support, view missed-call callbacks, call summaries, and consultation intent.
Caller: Client name
Intent: Consultation request
Summary: missed-call callback, service type captured, asks for consultation availability.
Transcript preview: Wants to leave enquiry details before speaking with the team.
Chat Transcripts by Channel
View every professional enquiry separately by channel.
Consultation / Enquiry Pipeline
Track every enquiry from first message to consultation booking and follow-up.
New enquiry
Details collected
Qualified
Consultation booked
Staff review
Closed
Enquiry Sentiment and Urgency
Understand which enquiries need quick team attention.
AI Knowledge Control
The firm controls what the AI knows and can update service information anytime.
Privacy / Data Control
No private business, firm, or customer data belongs to Kaizen AI. The business keeps control of its service information, client enquiries, transcripts, and dashboard data.
Business-controlled services, client enquiries, transcripts, follow-ups, and dashboard data.
Built to improve the numbers that matter.
Under 0 sec
average chat response time
0/7
enquiry coverage
More
consultation leads captured
Cleaner
client intake details
Less
admin follow-up work
Example metrics shown for demo. Actual results depend on enquiry volume, service type, follow-up process, and implementation.
From enquiry to consultation follow-up.
Website or WhatsApp Enquiry
Client asks about a service or consultation.
AI Intake Summary
AI collects the service needed, contact details, urgency, and short matter summary.
WhatsApp Follow-up
Client receives confirmation, next steps, and consultation information by WhatsApp.
Staff Handoff
The team receives the enquiry summary and transcript before contacting the client.
Let AI handle intake, not professional advice.
Reply to enquiries, collect details, book consultations, and hand serious matters to your team with full context.