For Law / accounting / insurance office
The law / accounting / insurance front desk that answers at 2 am — and books the job.
Consult scheduling, what-to-bring questions, strict no-advice guardrail. Your assistant starts from a playbook for law / accounting / insurance office — what counts as an emergency, which jobs are common and how long they take, which questions to ask — then learns your services, hours, and policies.
Emergencies, from day one.
These reach a person immediately — the caller gets safety guidance and is put through to you, then your other emergency contacts are texted in turn until someone opens the alert:
- 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
The playbook it starts from
- 01Consultation scheduling, with the professional the caller asks for noted
- 02Tell callers what to bring, from the list you give it
- 03Collecting intake details - never giving advice
- 04Reminders and confirmations for consults
- 05Routing every advice-seeking question to a booked consult
Plus confirmations and reminders, missed-call text-back (once carrier registration clears), the morning briefing, and every recording in Calls — the standard Conduit front desk.
Service template
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.
| Service | Visit length |
|---|---|
| Initial consultation | ~30 min |
| Document review | ~60 min |
| Notarization (per signature) | ~15 min |
| Individual tax return preparation | ~90 min |
| Business tax return preparation | ~120 min |
| Estate planning package (will, POA, directives) | ~90 min |
| Monthly bookkeeping | ~60 min |
| Annual insurance policy review | ~45 min |
What a missed call costs.
Run your own numbers.
An estimate from your inputs, not a prediction.
Count the voicemails and the rings you couldn't take.
In dollars. Use your own figure.
Your guess. Most owners pick 25–50%.
Add what an average job is worth to see the estimate.
Solo is $79 a month.
This is arithmetic on your own inputs. Conduit doesn't measure or promise revenue; your morning briefing reports calls answered and jobs booked, counted from your own numbers.
Questions
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 is put through to you, then your other emergency contacts are texted in turn until someone opens the alert.
Will it quote prices on the phone?
No — never. It books the visit and takes the caller's details; pricing stays yours. Setup starts from a template of common services for your business type so it knows what you offer and how long each visit runs.
How fast can I be live?
Five setup screens, then your assistant gets its own local number the moment you pick a plan — calls are live that day. Forward your existing number any time; it stays yours and the forwarding is reversible. Texting switches on after a one-time carrier registration, typically 1–3 weeks later, sometimes longer.
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 October 2026