The Law / accounting / insurance office that answers at 2am — and books the job.
Consult scheduling, document checklists, strict no-advice guardrail. Your assistant knows this trade: what counts as an emergency, which jobs are common, and which questions to ask — because it starts from a playbook built for law / accounting / insurance office, then learns your services and policies.
These escalate to a human immediately — the caller gets safety guidance while the owner's phone rings:
- a client with a court, filing, or tax deadline that expires today
- a distressed client reporting an arrest, being served papers, or an audit notice due now
- an insurance client reporting an active loss in progress - fire, accident, or theft
- a statute-of-limitations or response deadline the caller says is today or tomorrow
- Consultation scheduling with the right professional
- Document-needed checklists sent before appointments
- Collecting intake details - never giving advice
- Reminders and confirmations for consults
- Routing every advice-seeking question to a booked consult
Plus quiet-hours texting, missed-call text-back, appointment reminders, and the morning briefing — the standard Conduit office.
Common law / accounting / insurance office services it knows on day one
Setup starts here; you confirm or edit the list. On the phone the assistant never states a price — it books the right length of visit and takes the details, and pricing stays yours.
| Initial consultation | ~30 min visit |
| Document review | ~60 min visit |
| Notarization (per signature) | ~15 min visit |
| Individual tax return preparation | ~90 min visit |
| Business tax return preparation | ~120 min visit |
| Estate planning package (will, POA, directives) | ~90 min visit |
| Monthly bookkeeping | ~60 min visit |
| Annual insurance policy review | ~45 min visit |
Questions from law / accounting / insurance office owners
Does it understand law / accounting / insurance office emergencies?
Yes — out of the box it treats a client with a court, filing, or tax deadline that expires today, a distressed client reporting an arrest, being served papers, or an audit notice due now, an insurance client reporting an active loss in progress - fire, accident, or theft as emergencies: the caller gets safety guidance and the owner's phone rings immediately, with a backup contact if there's no answer.
Will it quote prices on the phone?
No — never. It books the visit and takes the caller's details; pricing stays yours to discuss. Setup starts from a template of common services for your trade so it knows what you offer and how long each visit runs.
How fast can I be live?
About 30 minutes of setup, then your assistant gets its own local number — instant, nothing to forward. Prefer your existing number? Forward it any time; it stays yours and it's reversible.
Keep reading: missed-call text back · covering after-hours calls · what a missed call costs
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Capabilities on this page last verified August 2026