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Solicitors and accountants

An AI receptionist for law firms, accountants and financial advisers

Takes new enquiries properly, routes existing clients and keeps everything confidential.

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What it handles

  • Never give legal, tax or financial advice. Take the details and arrange a call back.
  • For a new enquiry, find out the area of work (for example conveyancing, family, wills, tax returns, bookkeeping) and any deadline.
  • For an existing client, take their name and the name of the person handling their matter.
  • Treat everything as confidential. Do not confirm whether someone is a client.

Ready-made for solicitors and accountants

Your receptionist starts with answers and questions written for law firms, accountants and financial advisers. You change anything in the dashboard, in plain English.

What Tilly asks law firms, accountants and financial advisers' callers

  • The area of work or type of matter
  • Name and call-back number, read back to check

While they talk, Tilly checks

  • The postcode: where it is, how far from you, and whether you cover it

Treated as urgent

deadlinecourtcompletionhmrcurgent

Books appointments on Pro and Business plans.

Sample call

Hear her answer for law firms

Ring a demo business yourself

Calder & Rowe Accountants

A worried new client with an HMRC letter

Friday, 6:10pm · voice: Meera, calm, professional British voice

Friday, 6:10pm · Calder & Rowe Accountants0:00 / 1:11

What Anna got

New client enquiry, flagged for its deadline

Text to Anna

URGENT msg: Mark Bennett 07700 900654 - New client. HMRC self-assessment penalty letter dated the 3rd, 30 days to appeal.

Caller
Mark Bennett
Call back on
07700 900654
Matter
Self-assessment penalty appeal
Deadline
30 days from the 3rd
Client
New, self-employed

An after-hours call that would have gone to voicemail is a new client waiting in the inbox on Monday.

Plans for law firms, accountants and financial advisers

Starter

For sole traders who miss calls on the job

£29a month + VAT

£34.80 a month including VAT

  • 40 calls a month included, then 45p a call
  • Your own UK local number, or keep yours and forward
  • Answers questions about your business
  • Detailed messages by email
  • Call summaries and transcripts
  • Contacts list of every caller
  • Transfer urgent calls to 1 number
Most popular

Pro

For busy teams who book appointments by phone

£59a month + VAT

£70.80 a month including VAT

  • 150 calls a month included, then 35p a call
  • Books appointments into your diary
  • Text alerts for urgent calls
  • Up to 3 transfer rules
  • Recognises returning callers by name
  • Answers in 20+ languages
  • Webhooks for your CRM, Zapier or Make
  • Learns your prices from your website or documents
  • Your brand voice, logo and colours
  • Design up to 2 voices of your own

Business

For multi-site and high-volume businesses

£119a month + VAT

£142.80 a month including VAT

  • 500 calls a month included, then 25p a call
  • Up to 3 receptionists and numbers
  • Up to 10 transfer rules
  • Full voice and model controls
  • Learns from your website, documents and brand guidelines
  • Design up to 5 voices of your own
  • Priority support