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 calls with a deadline-bound tax filing question → assistant captures name, matter and deadline, flags the urgency and ensures a prioritized callback from the firm.
DATEVAdvowareRA-MICRO
General appointment coordination only — no legal or tax advice given by the assistant (§ 203 StGB).
Matching solutions
Most popular
AI Front-Desk Assistant
No call, no inquiry gets lost again — even at night.
An AI assistant on your website and in WhatsApp that answers questions, books appointments, and hands off to your team when needed. Trained on your brand and offerings.