Win more clients while you bill more hours
Lawyers, accountants, consultants and advisors lose new business to slow replies and phone tag. Opsei AI answers every enquiry 24/7, qualifies the client, collects intake details, and books the consultation, so your team focuses on the work, not the front desk.
How Opsei AI runs your client intake
From the first enquiry to a booked consultation, Opsei handles the admin so your experts stay billable.
Client communication
Answers enquiries instantly on your website, phone and email, in your firm's professional tone.
Lead qualification
Asks the right questions to qualify each prospect and flags high-value matters for a partner's attention.
Intake forms
Collects the details you need (matter type, documents, budget) conversationally, and returns clean data.
Consultation booking
Books discovery calls and consultations straight into the right advisor's calendar with confirmations.
Support & FAQs
Answers common questions on fees, process and timelines from your knowledge base, with citations.
Follow-ups & nurture
Chases unresponsive leads and sends reminders so proposals and consultations don't go cold.
Billing & renewal nudges
Sends payment and renewal reminders automatically, reducing awkward chasing and late fees.
Reviews & referrals
Requests testimonials and referrals after a matter closes, and routes concerns to a human first.
CRM & matter capture
Every enquiry becomes a scored client record with source, transcript and intake details in one place.
A new-client enquiry, qualified and booked overnight
A boutique accounting firm was letting after-hours enquiries sit until someone was free. Now Opsei runs intake around the clock.
Enquiry arrives
A prospect submits a "need help with my tax return" enquiry at 10pm on the website.
Qualify & intake
Opsei asks about entity type, deadlines and scope, and collects the intake details on a form.
Book & route
It books a consultation with the right accountant, creates the client record, and notifies the team.
Nurture
It sends a reminder before the call and a follow-up if the prospect goes quiet, keeping the lead warm.
Enterprise features. Small-business simple.
One AI brain, every channel
Phone, website chat, WhatsApp, Messenger, Instagram and SMS all answer from the same knowledge base and brand voice.
Unified inbox & CRM
Every call, chat and message becomes a scored lead on one customer timeline, with human handover in a click.
Automations & live lookups
Fire webhooks to your tools on every new lead, and let the AI read live data from your systems mid-conversation.
SOC 2 Type II & encryption
SOC 2 Type II controls with annual audits, TLS 1.3 in transit and AES-256 at rest. Role-based access, SSO, and per-user audit logs. US-based data residency available on enterprise plans.
Receptionist vs. web form vs. Opsei
| Capability | Receptionist | Website form | Opsei AI |
|---|---|---|---|
| Available 24/7 | Business hours | Yes | Always on |
| Qualifies the client | Basic | No | Automatic |
| Collects intake details | Manual | Static fields | Conversational, clean data |
| Books the consultation | Yes | No | Live, into the right calendar |
| Follow-ups & reminders | Inconsistent | No | Automatic |
| Cost to scale | Salary + hours | Cheap, low conversion | Flat plan, from $29/mo |
