The Law / accounting / insurance office 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, what the common jobs cost, and which questions to ask — because it starts from a playbook built for law / accounting / insurance office, then learns your prices 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, quote follow-ups, invoice reminders, and the morning briefing — the standard Conduit office.
Common law / accounting / insurance office services, ready to price
Setup starts here; you confirm or change every number. The assistant only ever quotes what you approved.
| Initial consultation | quoted after review |
| Document review | $150–$400 |
| Notarization (per signature) | $10 |
| Individual tax return preparation | $220–$600 |
| Business tax return preparation | $800–$2,500 |
| Estate planning package (will, POA, directives) | $300–$1,200 |
| Monthly bookkeeping | $300–$1,500 |
| Annual insurance policy review | quoted after review |
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.
Where do the prices it quotes come from?
From your price book only. Setup starts from a template of common services for your trade — you confirm every price before the assistant is allowed to say it out loud.
How fast can I be live?
About 15 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.