First contact and new enquiries
Handles inbound calls, collects reason, details and urgency, and qualifies the prospective client following the firm's criteria.
Professional services
AI agents for firms and consultancies that handle calls, appointments and case follow-up
BeeAgent answers the phone while the team is with clients, books and confirms appointments, and chases pending documents so cases and projects do not stall.
Calls always answered
Answers the firm's phone when the team is in meetings or with clients.
Frictionless appointments
Books, confirms and reschedules appointments and first consultations without call chains.
Cases that keep moving
Chases pending documents and signatures and leaves each case ready for its next step.
Professional workflows where BeeAgent fits from day one
BeeAgent absorbs the first contact and administrative follow-up around appointments, cases and documentation, leaving professional judgement and client relationships to the team.
Appointments and reminders
Books first visits, confirms attendance and reschedules when needed, reducing gaps and no-shows.
Case status and frequent questions
Answers recurring queries about deadlines, required documentation and procedure status with approved information.
Documentation and follow-up
Chases pending documents, signatures and approvals, and escalates blockers with context.
Fits the operation your firm already has
The agent does not replace your case management system or calendar. It sits in front of the repetitive channels and delivers structured information when the team needs to step in.
Case management and calendar
Prepares data and tasks to log in the tools the firm already uses.
Professional team
Escalates urgencies, key clients and sensitive matters with a summary and next action.
Voice and email
Keeps the same criteria across calls, shared inboxes and follow-ups.
How the agent works
The goal is to protect the team's billable time: fewer repetitive interruptions and better handovers when someone has to decide.
01
Understands the request
Identifies whether the interaction is a new enquiry, an appointment, a case or an administrative task.
02
Resolves or logs
Replies with approved information, collects structured data and leaves the case ready for the team.
03
Escalates with context
Routes urgencies, key clients or sensitive matters with a summary, data and recommended next action.
Use cases that usually fit professional services
FAQ about AI for professional services
Can BeeAgent answer the firm's phone?
Yes. It handles calls when the team is in meetings, with clients or after hours, collects the reason and contact details, resolves frequent questions and escalates urgencies following the firm's rules.
Does it manage appointments and first consultations?
Yes. It can book first visits, confirm attendance, reschedule when needed and collect before the appointment the details the firm needs to prepare it.
Does it replace the firm's team?
No. The idea is to remove pressure from repetitive tasks: similar calls, confirmations, administrative questions and document chasing. Professional judgement, advice and decisions stay with the team.
Can we start with a single workflow?
Yes. The most common approach is to start with a well-defined workflow, such as answering after-hours calls, confirming appointments or chasing pending documentation, and expand once the team sees operational value.
Start with one concrete workflow for your firm
Tell us where most time is lost: unanswered calls, unconfirmed appointments, pending documents or repetitive questions. We turn it into a first measurable agent.