PROFESSIONAL SERVICES

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

Emailresolved by AI

“What documents do you need from me for the annual accounts?”

The published checklist sent within minutes, tailored to the client's engagement type.

Webresolved by AI

“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.

Emailrouted to a human

“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.