Professional Services — Professional services firms lose 41% of new-client calls to voicemail

Lawyers, accountants, and consultants are in meetings all day — yet a new-client call routed to voicemail almost always books with the next firm on the list.

How ReplyQuik qualifies a new client at a law firm

Mid-week call from someone who needs estate planning. ReplyQuik captures the scope, qualifies on engagement scope and budget, and books the intake without billing any partner time on a discovery call.

1. AI: Thanks for calling the firm. How can I help?
2. Caller: I need to set up a will and probably a trust. Is that something you do?
3. AI: Yes — estate planning is one of our core practice areas. Quick context so I can route you right: simple will, or are you looking at a trust because of kids, real estate, or business assets?
4. Caller: Two kids, a house, and a small business.
5. AI: Then a will plus a revocable trust is what most people in your situation set up. Our estate-planning attorney handles the package start to finish. Flat fee is typically $2,500 to $3,500 depending on complexity. Sound right?
6. Caller: That's in the range I expected. What's the first step?
7. AI: A 30-minute intake call — the attorney asks about your assets, your goals, and walks through the structure. We have Thursday at 2 PM or next Monday at 10 AM. Either work?
8. Caller: Thursday at 2.
9. AI: Booked. I'll email the intake form — takes about ten minutes. The attorney reviews it before the call so the time is spent on planning, not paperwork.