← Industries we serve
Tax Advisors & Law Firms
Capture client inquiries in a structured way without touching confidentiality duties.
Known challenges
- The phone is blocked during client meetings
- Deadline-bound inquiries fall through the cracks
- Callback needs aren't prioritized
How it could work
A client reaches out on your website with a deadline-bound tax filing question → assistant captures name, matter and deadline, flags the urgency and ensures a prioritized callback from the firm.
General appointment coordination only — no legal or tax advice given by the assistant (§ 203 StGB).