Professional Services / General SMB
Law firms, accounting practices, consultancies, agencies — the kind of work where saving a senior person an hour pays for itself.
Industry · Professional Services
Professional services firms using Code 7 free 6–12 hours/week per senior practitioner.
The 3 problems we hear most
Intake calls, scheduling, document chase, status updates — work your most expensive people are doing manually.
Referrals, web leads, callbacks — they don't arrive on a schedule. Your team can't be on every one in real time.
Every senior person has a playbook in their head. When they leave, it leaves. AI can codify it before that happens.
For professional services
Tap any service to see how it's tuned for your industry.
Consultation intake, after-hours screening, fee inquiries — qualification before a senior person picks up.
Service detailService explainers, fee ranges, scheduling, intake — grounded in your real offerings and engagement letters.
Service detailClient intake, document collection, billing handoff, status updates — the operational engine of a service practice.
Service detailUtilization, realization, project margin, pipeline — KPIs partners can actually use.
Service detailSenior hires, structured interviews, scheduling — the same playbook our recruiting firm uses for ourselves.
Service detailInternal research copilots, document review, brief or memo drafting — codify the senior playbook.
Service detailPractice sites, thought leadership, lead capture — AI-search-ready for buyers researching online.
Service detailCompliance & considerations
We design with your industry's rules in mind from day one — and document it for the people who'll audit you.
Client data is access-controlled and audit-logged. For legal practices, privilege-aware configurations available.
Intake bots can run conflict checks before booking a meeting. Catch issues at the door, not after.
All chat and voice records exportable to your matter file. Built to fit your existing record retention.
Tools we integrate with
A recent result
Problem
Partners doing intake calls, scheduling, and follow-up. Each senior person losing ~10 hours/week to admin.
Outcome
Voice agent handles intake + scheduling. Senior partners now meet only qualified prospects. Practice revenue per partner up 18% in 6 months from time reallocation alone.
See more case studiesProfessional Services · FAQ
Client data is encrypted, access-controlled, and audit-logged. For privileged matters, we offer privilege-aware configurations. We never train on your data.
Yes — the intake bot can query your conflict list before booking. Issues caught before a senior person ever takes the call.
Yes — the agent identifies itself and offers a human at any point. Honest is better than clever, especially in trust-based businesses.
Free AI Audit
We'll map three concrete places AI can save you money — specific to your professional services business.
