The AI receptionist built for professional services firms
For law firms, financial advisors, and consultants, every new-client inquiry is a high-value lead worth weeks of work. Miss the call and the client hires the next firm that picks up. Keres answers every inquiry instantly, screens for conflicts, qualifies the matter, and books the consultation.
The Keres AI receptionist for professional services firms answers every inbound call 24/7 in two rings, qualifies the caller, books the appointment on your calendar, and texts your team the moment a call is an emergency — so no lead goes to voicemail and every call becomes a booked job.
Why professional intake businesses lose calls — and jobs
- High-value new-client calls reaching voicemail after hours
- Paralegals and assistants buried in unqualified intake calls
- Conflict checks delaying consultations
- Slow follow-up costing referrals
Every one of those is a lead that went to a competitor. Keres closes the gap by answering instantly, every time — including after hours, weekends, and surge periods when your front desk can't keep up.
Call comes in → booked in seconds
Keres handles the entire call-to-booking workflow automatically, without your team lifting a finger.
A professional intake customer calls your business — after hours, during a job, or at peak volume. Keres answers within two rings, 24/7.
The AI asks the qualifying questions you configure — service needed, location, urgency, budget. Emergency calls are flagged immediately for dispatch.
Keres checks your live calendar availability and books the job or consultation during the call, then texts the caller a confirmation.
Every call is logged with full details, synced to your CRM or field-service software, and your on-call team is texted instantly for any emergency.
Booked, not just answered
New-client consultations
Initial matter qualification and conflict screening
Discovery and strategy calls
Reschedules and intake follow-ups
Watch a live call get booked
This is the Keres operator portal — the AI answers the call, qualifies the caller, and books the appointment in under sixty seconds.
Before you book a demo
What are missed professional intake calls costing you?
Plug in your call volume and average job value to see the monthly revenue at risk from unanswered calls.
Plugs into the tools professional intake teams already use
Keres connects to your calendar, CRM, and practice management software so every booking lands where your team expects it.
- Google Calendar and Outlook
- HubSpot CRM — contact and deal creation
- Zapier and Make for custom workflows
- RingCentral for existing phone systems
What to look for in an AI answering service for professional services firms
Not all AI receptionist platforms are built for professional intake workflows. Here's what matters most:
- True 24/7 coverage — including nights, weekends, and surge periods, not just business hours
- Emergency recognition and dispatch — the AI should identify urgent calls and alert your team instantly, not just take a message
- Live calendar booking — booking during the call, not a callback promise
- CRM and calendar sync — every call logged automatically to your system
- Flat-rate pricing — per-minute billing balloons during busy seasons; flat rate is predictable
- Done-for-you setup — you shouldn't have to build call flows from scratch
Keres checks every box, and most professional intake accounts are live within five business days. Book a demo to see the flow for your specific use case.
Related tools and concepts
Learn more about the capabilities behind the Keres Professional Intake AI receptionist:
- What is an AI receptionist? — definition and how it works
- After-hours answering — why it matters for professional intake businesses
- Emergency dispatch — how AI handles urgent calls
- Appointment booking automation — no more phone tag
- Lead response time — why speed to lead wins the job
- After-hours answering · Overflow handling · Lead capture
- Legal intake conversion benchmarks — citable Legal data on answering and conversion
Also serves: HVAC · Plumbers · Dentists · Real Estate · Med Spas. See all AI receptionist features or add the AI SDR for outbound.
AI receptionist for professional intake — FAQ
Can it handle conflict screening for law firms?
Yes. Keres asks the conflict-check questions you configure, captures opposing parties, and flags any potential conflict to your team before booking.
Is it appropriate for high-value professional inquiries?
Yes. The agent matches your firm's tone, captures the matter details, and qualifies the lead so your attorneys or advisors only meet with real opportunities.
How does it protect confidential information?
Keres can be configured for SOC 2-aligned workflows, signs DPAs, and never uses your data to train third-party models. Discuss compliance specifics on your demo.
Stop losing professional intake leads to voicemail
Book a free 30-minute demo and see Keres answer and book a call live — trained for your industry.
Book a Demo