Professional Services

AI support built for agencies, consultancies and firms

Billable people should not be answering unbillable questions. Bookbag's AI agent handles scope, process and fee enquiries, qualifies prospective clients and books the consultation.

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24/7

response to new business enquiries

Up to ~70%

of routine enquiries handled without a fee earner

Under a day

from importing your material to a live agent

In professional services, the people best placed to answer an enquiry are the people whose time you bill. The result is that new business enquiries wait, and existing clients ask process questions that a partner ends up answering at 8pm. Bookbag is an AI agent that answers scope, process, fee-structure and deadline questions from your own material, qualifies and captures new enquiries, and books consultations — escalating anything that would constitute advice to a named person.

The support challenges in professional services

Billable people answering unbillable questions

Fee structures, engagement steps, document checklists and deadlines get answered by the people whose hours you sell.

New enquiries arrive outside office hours

A prospective client researching in the evening sends an enquiry, and by the time anyone replies they have spoken to two competitors.

Intake and qualification are manual

Working out whether an enquiry is in scope, in jurisdiction and worth a consultation takes a call that someone has to schedule.

Nothing may drift into advice

A generic assistant that answers a legal, tax or regulatory question directly is a professional risk, not a time-saver.

How Bookbag helps

Scope, process and fee questions answered

The agent answers from your own service pages, engagement terms and FAQs — what you handle, how engagements run, what a fixed fee covers.

Enquiries qualified before they reach a partner

The collect-lead skill captures matter type, jurisdiction, timescale and budget, so the first human conversation starts from something useful.

Consultations booked in the conversation

The book-a-meeting skill offers real availability and confirms the appointment while the prospective client is still on your site.

A hard boundary around advice

Anything that would require professional judgement is escalated to a named person with the full thread, rather than answered by the agent.

Client admin without an email chain

Document checklists, deadline reminders, billing questions and who-to-contact enquiries are handled without a fee earner touching them.

Slack for your own team as well as clients

The same agent answers internal questions about process, templates and precedent in Slack, using the same imported knowledge.

Questions Bookbag answers automatically

Do you handle employment tribunal cases, and in which jurisdictions?

What are your fees for a fixed-fee will, and what does that include?

How do I book an initial consultation, and is the first call chargeable?

What documents do you need from me to file my company accounts?

When is the self-assessment deadline, and what happens if I miss it?

Do you work with clients outside the UK?

Who is my account manager and how do I reach them this week?

Frequently Asked Questions

It handles the unbillable tier — scope, process, fee structure, document checklists, deadlines — from your own published material, so fee earners are not answering the same questions by email. It also responds to new business enquiries instantly, qualifies them, and books a consultation before the prospective client contacts a competitor.

No. You scope it to information you have already published — what you do, how engagements work, what things cost, what documents are needed — and any question requiring professional judgement is escalated to a named person with the full conversation. The agent answers from your documents rather than improvising.

Yes. The collect-lead skill captures matter type, jurisdiction, timescale, budget and contact details in the conversation, and the book-a-meeting skill can schedule the consultation directly. Partners start from a qualified enquiry with context instead of a one-line contact form submission.

Yes. Connect it to Slack and the same agent answers internal questions about process, templates, engagement terms and who owns what, using the same imported knowledge base. That removes a surprising amount of internal interruption, particularly for new joiners.

Your website and specific URLs, plus PDF, DOCX and CSV files. In practice that means service pages, engagement terms, fee schedules, onboarding checklists and internal process documents. You control what goes in, and scheduled auto-retrain keeps it current as those documents change.

Related industries

SaaS & Software Financial Services Associations & Membership

AI customer support for professional services

Join the ecommerce teams resolving more tickets, answering 24/7, and turning support into a revenue channel with Bookbag.