PROFESSIONAL SERVICES

Every new client inquiry answered.
Every consultation booked.

No more missed calls while you're with a client. No more leads that went cold overnight. SquawkVoice handles every call, chat, and email your prospective and existing clients send. Qualifies the inquiry, books the consultation, answers the question.

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SOC 2 Type II

HIPAA available

GDPR Ready

100% call answer rate

The client who doesn't reach you
on the first call rarely calls back.

New business walks in and out the same day.

A prospective client calls while you're in a meeting. Leaves a voicemail. By the time you call back, they've already spoken to someone else. The lead cost you marketing dollars. The conversion cost you nothing but a missed call.

Your front desk isn't a growth asset.

Your most expensive people are spending their time on scheduling, confirmations, and intake calls that follow the same script every time. That's not what you hired them for. And it's not what they want to be doing.

Every channel starts from zero.

Emailed Monday. Called Wednesday. Still waiting. Each time, they start from the beginning. New queue, same problem, no progress. That's not a service issue. That's a client you're about to lose.

The client who emailed Tuesday
doesn't start over on Thursday.

Configured once. Connected to your CRM, your calendar, your intake forms, your document management system. Working across every channel your client might use, and remembering them across all of them.

Voice

New client inquiries. Consultation scheduling. Existing client questions.

Picks up on the first ring. Qualifies the inquiry, captures contact details and matter type, books the consultation on your calendar. Handles routine questions from existing clients. Hands off to your team with full context when the matter needs a professional.

See how voice works

Chat

On your website. In your client portal.

Reads your service descriptions, intake criteria, and FAQs. Books consultations in real time. Answers questions about fees, areas of practice, and next steps. Hands off mid-chat with the full conversation already on the screen.

See how chat works

Email

The inbox, cleared.

Reads incoming client emails. Pulls the matter record. Drafts a reply grounded in your firm's policies and live data. Sends it on the topics you trust, routes it to your team with the draft ready on the ones you don't. Clients stop waiting two days for an answer they need today.

See how email works

The top inquiry types drive the
majority of your inbound volume.

Based on real call analysis across professional services operations. The same concentration shows up in every firm we've worked with.

Knowledge topic

Share of inbound

Intake and initial qualification

24.3%

Consultation management

19.6%

Case or matter status updates

16.2%

Billing and payments

12.4%

Document requests & questions

9.8%

Service & practice scope questions

7.1%

Referral routing & specialist recs

5.9%

Portal access & account support

4.7%

SquawkVoice handles every one of these end-to-end. Not "deflects." Resolves.

Built for the way your firm actually works.

Law firms and legal practices

New matter intake and conflict checks, consultation booking, case status updates, document request routing, billing inquiries, referral handling.

Accounting and financial advisory

New client intake, appointment scheduling around tax season peaks, document collection reminders, billing questions, advisory service scope inquiries, portal access support.

Consulting and management advisory

Prospect qualification and discovery call scheduling, engagement scope questions, project status updates, invoice and retainer inquiries, new engagement intake.

Insurance brokers and financial planners

New client qualification, policy questions, appointment booking, claims routing, renewal reminders, document requests, coverage inquiry handling.

Already running in
professional services operations like yours.

60–75%

Of routine client inquiries resolved without a professional touching the call

3x

More new client consultations booked from the same inbound volume

2.4 min

Average call duration. Client's question answered. Day moves on.

100%

Call answer rate. No voicemail. No missed leads, even after hours.

Based on customer deployments across law firms, accounting practices, and advisory firms running SquawkVoice across voice, chat, and email.

What You Get with
SquawkVoice

New client intake and qualification

Captures matter type, contact details, urgency, and budget signal on every inquiry. Your team reviews a structured brief, not a vague voicemail. High-value prospects get flagged for immediate follow-up.

Billing and invoice inquiries

Answers questions about outstanding invoices, payment plans, and billing schedules. Routes disputes to the right person with full account context.

Intelligent call routing and warm transfer

Routes to the right partner, practice group, or specialist. When a professional needs to step in, they get the full conversation and client context before they say hello.

Consultation scheduling

Books, reschedules, and cancels consultations against your live calendar. Sends confirmations. Handles availability across partners, associates, or locations.

Outbound follow-up

Follows up on new inquiries while they're still warm. Confirms upcoming consultations. Sends document reminders. Runs satisfaction outreach after matter close.

After-hours coverage

Handles after-hours inquiries with configurable routing logic. Urgent matters escalate to on-call staff. Everything else is captured, qualified, and ready for your team in the morning.

Multilingual support

40+ languages. Auto-detects the caller's language. Same agent, every client.

CRM and matter management integration

Looks up the client record, reads the matter history, and routes with context. Your team picks up the call already knowing who they're talking to and why.

Document request handling

Captures document requests, routes them to the right workflow, confirms submission status. Clients stop chasing. Your team stops fielding the same status calls.

Analytics dashboard

Volume by inquiry type. Consultation conversion rates. Abandonment by channel. CSAT. The signals your operations team and your managing partner both want.

No professional services contract. No waiting.
Live the same day.

SquawkVoice connects to what you already run. Three steps. First production calls same day

Quick wins

Deploy AI on new client intake, consultation scheduling, and FAQ topics. Activate routing for high-confidence inquiry categories. Set up live escalation. Most firms see 60%+ containment in the first 30 days.

Step 1

Foundational builds

Complete CRM, calendar, and matter management integrations. Enable after-hours coverage and outbound follow-up. Build the feedback loop for intake quality.

Step 2

Strategic expansion

Multi-channel deployment across voice, email, and chat. Proactive outbound for consultations and document reminders. Cross-practice knowledge consolidation.

Step 3