An AI front desk for professional services firms
“Clients ask the same five questions between meetings — deadlines, documents, fees. Today, your fee-earners answer them personally.”
The situation
In a law, accounting or consulting firm, the people answering routine emails are the same people who bill by the hour. What documents do I need, when is the filing deadline, what does this line on the invoice mean — every answer is correct, personal, and expensive.
New enquiries suffer the opposite problem: they wait. A prospective client who emails on Friday afternoon hears back on Tuesday, after the partner surfaces from a deadline.
Going live
The firm described its service lines and published the documents clients ask about — engagement guides, document checklists, fee schedules, filing calendars. ReQuest generated the catalog and request types: document requests, deadline questions, billing queries, new-engagement enquiries — the routine answered instantly, the valuable routed fast.
A day at the desk
“What documents do you need from me for the annual accounts?”
→ The published checklist sent within minutes, tailored to the client's engagement type.
“We're a 40-person company looking to switch accountants — can someone talk to us this week?”
→ Qualified as a new engagement, routed to the right partner with the enquiry summarised — same hour, not next Tuesday.
“Given the new rules, should we restructure before year-end?”
→ Advice is a gated request type: routed to the engagement partner with the client's context prepared. The AI never gives professional advice.
What stays human
The line is drawn where liability begins: anything that constitutes advice is gated to a qualified professional. The AI handles logistics — documents, deadlines, scheduling, billing explanations — and prepares the context so the professional's first minute on a matter is productive.
What changed
- Fee-earner hours reclaimed from routine correspondence
- New enquiries answered and routed the same hour — first impressions kept
- Consistent answers from the firm's own published guidance
- Advice stays where it belongs: with the professionals
Sounds like your desk? See it on your services.
Describe what you do — a working catalog and portal, live in days. No enterprise contract.