Reception
Identify new versus existing clients and route to the practice area you map.
Professional services intake without a cluttered switchboard
Reception and intake notes. Advice stays with qualified staff.
Legitimate technology jobs
Identify, capture, route. Do not practise on the caller’s behalf.
Intake
Matter type, urgency and documents needed before a consultant calls back.
Confidentiality
Limit what the agent can say. Sensitive files stay behind access control.
Scheduling
Consultation slots against the calendar your team already uses.
Hosting
Harden the Linux path for extranets, billing tools and firm websites.
Professionals
Legal, tax or financial advice is given by people allowed to give it.
Related pages
Map the practice areas and the questions reception already asks
Bring the main number, what the agent must never say, and which systems hold client files.
FAQ
Common questions
Will the agent give legal or financial advice?
No. Reception and intake capture notes and route the call. Advice and files stay with qualified staff.
How is confidentiality handled?
The agent is limited to what the firm approves it may say. Lookups and documents stay in systems with access control you already operate.