Industry Playbook • Professional Services
Professional firms free up billable hours with AI intake
Small and mid-sized professional services firms deploy Oxaide to handle initial enquiry qualification, schedule consultations, and maintain compliance-ready conversation records.
Overview
Boutique professional firms use Oxaide across web forms, email, and WhatsApp to qualify inbound enquiries, capture matter details, and prepare consultation briefs—freeing partners from admin work for more billable hours.
Quick results
Consultation requests triaged by matter type
Scheduling briefs delivered with preferred slots for coordinator follow-up
Compliance-ready engagement summaries generated automatically
What they needed
- •Partners spent 3-5 hours per week answering basic service and pricing questions via email
- •Scheduling consultations required 4-6 email exchanges per meeting, delaying engagements by days
- •Compliance and matter details were scattered across email threads, chat logs, and phone notes
How Oxaide helped
- •AI intake captures matter type, urgency level, and budget range before routing to the appropriate partner
- •Automated scheduling flows collect availability preferences and deliver coordinator-ready meeting briefs
- •Structured conversation logs generate compliance-ready engagement summaries automatically
Outcomes observed
- •Partners reclaimed 3-5 billable hours per week previously spent on intake coordination
- •Meeting confirmations happen 60-70% faster with pre-populated scheduling details
- •Audit-ready engagement records generated automatically without manual transcription work
Capabilities the team relies on
Agent Configuration
Captures engagement details and routes matters to the right partner instantly.
Explore feature →Team Inbox
Keeps shared visibility on urgent enquiries across fee earners and coordinators.
Explore feature →Knowledge Base
Maintains service descriptions, fee structures, and compliance guidance automatically.
Explore feature →Deploy Oxaide in your business
Join teams in Professional Services using Oxaide to automate support and capture more leads. Self-serve deployment or professionally managed implementation available.
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