Websites and AI intake for law, accounting, insurance and real estate
A professional office is chosen on credibility and response time. The website has to establish the first in ten seconds and the site plus an AI assistant has to handle the second: answer what you do and do not do, collect the details of the matter, and book the consultation.
What a firm needs its website to do.
Look established before the first call
Practice areas, people, credentials and reviews laid out clearly. Most prospects decide on the website before they ever call.
Capture the inquiry completely
An intake form or assistant that collects the matter type, timing and contact details so your first call is productive.
Answer the questions you answer every day
"Do you handle X?", "What do I bring?", "Do you offer a free consultation?" An assistant answers from your own information and hands off the rest.
Three ways to get there, written for professional services.
Every option is hosted, secured, monitored and kept current for you. You get a written plan and a launch date before anything starts.
Simple Website
Look established from day one.
- Practice areas or services with plain-language descriptions
- People pages with credentials and photos
- Consultation request form
- Client resources and FAQs
- Google Business Profile for the office and each professional
AI-Enhanced Website
Most pickedNever miss a customer question.
- Everything in the Simple site
- AI intake assistant that collects matter details before the call
- Document checklists sent automatically by matter type
- Appointment reminders and follow-ups
- Review requests at the right moment
Advanced & Ecommerce
Sell and book around the clock.
- Client portal for documents and status
- Online scheduling integrated with your calendar
- Integration with your practice or CRM software
- Secure forms for sensitive information
Jobs an assistant can take off a firm.
- Collect intake details and schedule the consultation
- Send document checklists and reminders by matter type
- Answer first-contact questions within your ethical rules
- Keep bios and credentials current across site and directories
How a firm gets found locally.
- Google Business Profile for the office and each professional
- A page per practice area or service
- Reviews collected consistently
- Structured data for the organisation and each person
Questions from professional services.
Can the AI assistant give legal, tax or insurance advice?
No. It answers questions about your office, what you handle, what to bring and how to book, from your own information, and routes anything substantive to you. The limits are set with you and written into how it behaves.
How is sensitive information handled?
Forms collect only what is needed to start the conversation and hand off to the systems you already use. Nothing confidential is stored in the website unless we deliberately build a secure portal for it.
Do you work with real estate agents and brokerages?
Yes. Listings, neighbourhood pages, buyer and seller guides and lead capture fit the same packages, with IDX or MLS integration as an Advanced option.