TectoVault

Industries / AI agents

Professional Services

Firms offering professional services need a credible online presence and internal systems that keep client work organized.

Agent activity
  • Consultation booked · Wed 15:00
  • Handed to partner · complex case
  • Reminder sent · documents due Friday
  • Question answered · fees

Example of what your agent does

Before & after

The everyday problems, solved.

Flip the switch to see what changes when an AI agent takes the repetitive work.

01

A website that doesn't reflect the firm's credibility

02

Client information spread across email and spreadsheets

03

Manual, ad hoc project and document tracking

Your AI agent

What an AI agent does for you

  • Books consultations and meetings
  • Collects documents and details before the first meeting
  • Answers questions about services, fees and process
  • Sends reminders and follow-ups to clients

Recommended package

Starter

Most enquiries come through your website and email, so one well-trained chat agent is usually enough to start.

An example day

A day with your AI agent

  1. 08:50Books a video consultation about a rental contract
  2. 11:20Sends a new client the list of documents to bring
  3. 14:00Answers a question about fees for company registration
  4. 17:30Reminds a client their tax documents are due on Friday
  5. 21:10Passes a complex case to a partner with a summary

An illustration of a typical day, not real client data.

Ready when you are

Put your first AI agent to work.

Tell us where your team loses the most time — we'll show you exactly what an agent can take over.