Professional Services
An AI chatbot and CRM for accounting firms, law firms and consultancies
The AI agent presents your practice areas, answers practical questions (first meeting fees, documents to bring, timelines) and collects the essentials of a new engagement, without ever giving advice. Every prospective client lands in the CRM, linked to their organization.
- AI agent and CRM in every plan
- Data hosted in Canada
- No credit card for the trial
7:56 PM
Hi, are you taking new clients for small business bookkeeping?
Arden CPA · AI agent · Just now
Yes, the firm works with small businesses: bookkeeping, payroll and year-end. I can’t give tax advice here, but I can pass on your request. Is your business incorporated?
Yes, since March. We have 6 employees.
Thanks. Which services are you interested in: bookkeeping, payroll, year-end?
All three.
Noted. What name, company and email should a partner use to suggest a first meeting?
Yuki Sato, Sato Design, yuki@sato-design.example
Thanks, Yuki! The firm will email you tomorrow morning.
Contact record created in the CRM
- One line of code or Google Tag Manager
- English, French, Spanish
- Anthropic’s Claude Haiku 5.5
- iOS and Android app: coming soon
At night, the AI agent greets
What the AI agent does for your firm
Presents your expertise
Practice areas, how you work, first meeting fees, documents to prepare: from your instructions and, on the Pro plan and up, your documents.
Collects the essentials
Type of request, company size, timeline: a few general questions, with no confidential details.
Offers a first meeting
Your booking link (free trial, Pro and up); your tool shows your availability and confirms.
Never gives advice
Tax, accounting or legal: it says so clearly and passes the question to a professional at the firm.
By day, you close
What happens next? Every new engagement lands in your CRM
As soon as someone leaves an email, their record is created with the conversation. You link it to their organization, create the deal in one click and follow the engagement through to the signed agreement.
The contact record, with the conversation that brought them in. The real CRM, fictional data (Lumio agency).
In your account, records and deals hold your own requests.
01The record
"Incorporated, 6 employees, bookkeeping, payroll and year-end", the lead source (Chatbot · 7:56 PM) and a score from 0 to 15.
02The deal
"Annual engagement · Sato Design", CA$6,000 in annual fees, at the Contacted stage, created in one click from the record and linked to the Sato Design organization.
03The activity
"Set the first meeting with Yuki Sato", tomorrow at 9:00 AM, with an alert; the follow-up email can be drafted with AI (Pro and up).
04The pipeline
New, Contacted, Meeting, Engagement letter, Signed: your engagements step by step, assigned to the partner in charge.
The CRM is included in every plan, trial included. The number of contacts depends on the plan: 100 during the trial, then 250, 2,500, 10,000 or 20,000. See pricing
A typical day
7:56 PMIn the evening, the AI agent greets
Are you taking new clients for small business bookkeeping?
Arden CPA · AI agent
Yes, the firm works with small businesses: bookkeeping, payroll and year-end. I can’t give tax advice here, but I can pass on your request. Is your business incorporated?
Yuki Sato, Sato Design, yuki@sato-design.example
Thanks, Yuki! The firm will email you tomorrow morning.
Contact record created in the CRM
7:00 AMIn the morning, “My day”
My day3 new requests last night
- YSYuki SatoSato Design · annual engagement
- OHOmar HaddadTax return · call back
- BSBrun StudioEngagement letter · overdue
10:30 AMBy day, you sign
- Prospect source
- Chatbot · 7:56 PM
- Services
- bookkeeping, payroll, year-end
Three ways to use it in professional services
Accounting firm
The agent presents your services and takes new client requests; every engagement becomes a deal, linked to the client’s company. That’s what a CRM for accountants should do: no request left in an inbox.
Law firm
It answers practical questions (practice areas, first consultation, documents to bring), with no legal advice, and routes the request to the right lawyer.
Consulting firm
Engineering, HR, compliance: it collects the need and the timeline, and your proposals are tracked in the pipeline.
Tools that go with it
- Booking link for the first meeting trial, Pro and up
- Organizations, assignment and "My contacts" all plans
- Email templates and a PDF CRM report Pro and up
- HubSpot, Pipedrive and webhooks to your other tools Pro and up
Your data, hosted in Canada
Data hosted in Canada, encrypted connections (HTTPS), API keys and credentials encrypted (AES-256), hashed passwords. ChatDirect gives you settings that help you meet Quebec’s Law 25 and the GDPR: consent, retention period, export and deletion of a visitor’s data. Message content is sent to the AI provider you choose to generate replies. Privacy policy
Frequently asked questions
Can the chatbot give legal or tax advice?
No. It presents your services and answers practical questions from what you provide; any substantive question goes to a professional at the firm. You set these limits in its instructions.
How do we keep requests confidential?
Collect only the essentials (name, contact details, type of request) and keep the details for the meeting. Data is hosted in Canada; message content is sent to the AI provider you choose to generate replies. The retention period is set in the portal.
Does the CRM handle several professionals?
Yes. Every record and deal has an owner, and each person finds their files in "My contacts". The number of users depends on the plan; per-user access levels are in beta (Business and up).
Tonight, your new client requests can already get a welcome.
Install ChatDirect tonight: tomorrow morning, “My day” will tell you who to call. Free 14-day trial, no commitment.