AI receptionist plus every next step
Move every client conversation forward from one connected AI Front Desk.
Give every inquiry and in-office visit an immediate response, a clear next action, and a complete history in the CRM.
Supported scope
What this workflow is designed to do.
Visible capabilities are separated from configuration requirements, preview surfaces, and roadmap work.
Conversation and lead capture
Front office kiosk
Appointment and intake handoff
Connected client context
Firm-configured escalation
Human takeover
The workflow
Four clear handoffs. Human control where it matters.
The exact action changes by product status and firm configuration, but the ownership boundary stays explicit.
Receive
Accept an inquiry through an enabled channel.
Understand
Capture identity, purpose, urgency, and permitted context.
Route
Book, assign, request information, or escalate under firm rules.
Continue
Keep the approved conversation and next action connected.
Straight answers
Know what you are buying—and what remains outside the claim.
Is every communication channel included automatically?
No. A channel is available only after the firm enables and configures its approved connection.
Can the front desk give tax advice?
It can support intake and approved service workflows, but professional tax advice and material decisions remain with qualified people.
Connected lifecycle
Continue through the practice workflow.
Map this workflow to the systems your firm actually uses.
We will separate current capability, connector requirements, preview work, and roadmap needs before recommending a rollout.
Request a workflow review →Status reflects the verified repository scope for this release. Provider configuration and firm permissions can further limit availability.