AI for New Zealand Accounting, Legal & Consulting Firms
Client enquiries and admin work compete with billable hours. An AI agent handles first-touch enquiries, chases documents, and keeps intake moving — so your team spends time on the work that pays.
Book a CallSee AI & AutomationThe Challenge
Client service and admin both need attention, and there's only so much of it.
New enquiry response time
A prospective client who doesn't hear back quickly often engages whoever replies first.
Document collection
Onboarding and case files stall waiting on information nobody's chasing consistently.
Repetitive client questions
Status updates and basic queries take time away from higher-value client work.
After-hours enquiries
Enquiries outside business hours wait until the next business day by default.
Where AI Helps
- New enquiry response — initial contact answered and qualified immediately
- Document & information chasing — automated reminders until a file is complete
- Appointment & consultation booking — booked straight into real availability
- Status update queries — clients get an answer without a call or email to staff
- Client re-engagement — automated follow-up for reviews, renewals or repeat work
Capabilities
Confidentiality-aware
Configured within your firm's requirements, with sensitive matters handed to your team.
Document tracking
Chases outstanding intake and onboarding documents automatically.
Consultation booking
Books against real staff availability, not a static calendar link.
Client status updates
Answers routine "where's my matter up to" questions without staff involvement.
Example Workflow
A prospective client enquires about a service via the website.
Who It's For
Integrations
FAQs
Can it handle confidential client information?
It's configured within your firm's requirements, and anything sensitive is handed to your team directly.
Will it replace client-facing staff?
No — it handles first-touch enquiries and admin follow-up so your team's time goes on billable work.
See it running for a NZ firm
Book a 30-minute call — we'll show you what this looks like for your practice.
Book a Call