Professional services · Ottawa, ON
An Ottawa practice that had an answering service and still had a callback list every evening. This is what an AI receptionist for law firms and accounting practices does that a message-taking service does not.
What changed for Aldridge & Associates
- 72%
- of qualified inquiries booked on the first call
- 0
- client meetings interrupted by the phone
- 3 days
- from signup to live on the existing number
The problem
The old answering service took a name and a number. Every one of those messages became a callback, a voicemail, and a second callback before anything was scheduled.
Meetings ran with the phone face-down, and the practice found out what it had missed at the end of the day.
What we set up
Consultation types, their durations, and each partner’s availability are configured, so a caller is only offered slots that partner can actually take.
Intake questions run on the first call and are attached to the customer record before anyone reads it.
Existing clients are recognized by number and routed by matter rather than starting from scratch.
Where it landed
A new inquiry becomes a booked consultation during the first call instead of a message in a queue.
Partners come out of meetings to bookings and summaries rather than a list of names to call.
The number on the letterhead never changed.
“We were paying for someone to write down a phone number. Now the appointment is already in the calendar.”
Put us on your line
Keep your number, or take a new one. Either way you are live the same day.
Or read what an AI receptionist costs before you set anything up.