Professional Services
Never miss a lead, consultation, or client opportunity.
Capture more clients without more admin work.
Funnder's 24/7 AI agents instantly respond to inquiries and book consultations across Phone, SMS, WhatsApp, Instagram, LinkedIn, and Email — while collecting intake details and following up automatically.
Top use cases
- ✔Legal consultations & case intake
- ✔Accounting leads & discovery calls
- ✔Consulting proposals & follow-ups
- ✔QR code lead capture at events
- ✔Automated reminders until clients act
Common Professional Services Challenges
Missed inquiries
Prospects expect fast replies; delays cost revenue and trust.
Billable hours lost
Scheduling and intake reduce time for client work.
Inconsistent follow-up
Manual reminders slip, leaving deals on the table.
How Funnder helps
- 24/7 Response: Under-30-second replies across supported channels.
- Automated booking: Consultation scheduling with confirmations.
- Intake & pre-qualification: Collect the details that matter.
- Persistent follow-up: Nurture until the client converts or opts out.
- Integration ready: Connects with your CRM, calendars, and email.
Built for professional workflows
Lawyers
Case type capture, conflict checks (manual/assisted), consultation booking.
Accountants
Service scoping (tax, bookkeeping), document requests, discovery calls.
Consultants
Proposal follow-up, Q&A handling, project kickoff scheduling.
Agencies
Lead scoring, qualification, and kickoff meetings.
Key features for Professional Services
📞 24/7 inquiry response
Capture every lead across supported channels.
📅 Consultation scheduling
Automatic booking with confirmations.
📝 Automated intake
Collect client details and pre-qualify.
🔄 Follow-up automation
Persistent reminders until clients act.
⚡ Smart QR & links
Capture leads from ads and events.
📊 Analytics dashboards
Response times, conversions, ROI.
Use cases & workflows
| Client Action | AI Agent Response | Firm Outcome |
|---|---|---|
| Calls after hours for legal help | Captures case details, books consultation, confirms by email | No lost leads for lawyers |
| Submits accounting inquiry form | Texts/calls back, scopes service, books discovery call | Higher conversion for accountants |
| Doesn't respond to consulting proposal | Sends reminders across SMS/email, answers FAQs | Improved close rates for consultants |
| Scans QR at event | Captures contact, books intro call, syncs to CRM | More pipeline from offline |
Limited-Time Offers
- •Setup fees waived for new partners (normally $500–$7,500+).
- •$250 service credit for every qualified referral.
No Hidden Fees
Social proof & security
Trusted by lawyers, accountants, consultants, and agencies.
TCPA-compliant lead capture and follow-ups.
Scales from solo practices to multi-office firms.
FAQs
Ready to capture more clients without more admin work?
Let Funnder handle response, intake, scheduling, and follow-ups — while your team focuses on client outcomes.
Get Started with Funnder
AI voice and chat agents that communicate naturally till the person makes a purchase, takes the next step, shares details, gets assisted or naturally drops off.
