Custom AI Chat Agents

Your Smartest Team Member Never Sleeps

Custom-engineered AI agents that sit on your website, answer complex questions using your firm's knowledge, qualify leads in real time, and feed everything straight into your CRM. Built on enterprise infrastructure. Trained on your expertise.

"What are your tax advisory fees?"
Lead qualified + sent to CRM
"Can you help with SMSF?"

Your Best Prospects Are Visiting at 9pm. Nobody Is There to Meet Them.

Most professional services firms are bleeding qualified leads through gaps that are entirely fixable.

After-Hours Silence

70% of website enquiries happen outside business hours. Those prospects land on your site, have real questions, and leave when nobody responds. By morning, they have already contacted your competitor.

Generic Chatbot Frustration

Off-the-shelf chatbots give vague, scripted responses that frustrate sophisticated prospects. A partner at an engineering firm does not want to navigate a decision tree. They want a real answer.

Manual Follow-Up Is Slow

Even when leads do come in, they sit in an inbox or a spreadsheet. No qualification. No routing. No context for the partner who eventually picks up the phone two days later.

From Knowledge Base to Live Conversations in Four Steps

We do not bolt on a chatbot. We engineer an AI system trained on your firm's specific expertise and connected to your pipeline.

Step 01
Train on Your Knowledge

We ingest your service pages, case studies, FAQs, pricing structures, and internal documentation to build a custom knowledge base that reflects how your firm actually operates.

Step 02
Deploy on Your Site

A branded chat widget goes live on your website, running on Cloudflare's edge network for instant response times. It looks and feels like your firm, not a third-party plugin.

Step 03
Qualify Leads Live

The agent identifies high-intent prospects, asks the right qualifying questions, and captures contact details, service interest, and urgency level, all within a natural conversation.

Step 04
Feed Your CRM

Every conversation, every qualified lead, every data point flows directly into Airtable or your existing CRM. Your team wakes up to a pipeline full of context, not a list of names.

Everything You Need. Nothing You Do Not.

Each agent is custom-built for your firm. This is not a SaaS subscription with a logo swap.

Custom Knowledge Base

Built from your content, your terminology, your service lines. The agent answers the way your best partner would.

Branded Chat Widget

Styled to your brand. Positioned for conversion. Responsive across every device. No "Powered by" badges.

Edge-Deployed Infrastructure

Built on Cloudflare Workers + Claude API for sub-second response times globally. No server lag. No downtime.

CRM Integration

Every conversation and qualified lead flows into Airtable or your existing CRM. Structured data, not raw chat logs.

Conversation Analytics

See what prospects are asking, which services generate the most interest, and where conversations convert. Data you can actually act on.

Ongoing Optimisation

We review conversation logs monthly, refine the knowledge base, and improve qualification logic. Your agent gets sharper over time.

Built for Firms Like Yours

Real scenarios. Real results. Here is how professional services firms use AI agents to capture revenue they were previously losing.

Accounting Firm
After-Hours Tax Advisory Enquiries

A mid-tier accounting firm deploys an AI agent trained on their tax advisory services. A business owner visits at 10pm researching SMSF restructuring. The agent answers detailed questions about the process, captures the prospect's details and situation, and creates a qualified lead record before the first partner arrives at 8am.

Result: 3x more qualified consultations booked per month
Engineering Consultancy
Complex Project Scoping Conversations

An engineering consultancy trains their agent on project types, compliance requirements, and typical engagement structures. When a property developer asks about structural assessment for a heritage conversion, the agent explains the process, identifies the service line, and routes the lead to the right principal.

Result: 40% reduction in unqualified discovery calls
Law Firm
Legal Service Triage and Intake

A commercial law firm uses an AI agent to handle initial enquiries across multiple practice areas. The agent identifies whether a prospect needs employment law, commercial disputes, or property settlement, captures the key facts, and creates an intake record with urgency scoring for the relevant partner.

Result: 60% of intake now handled before first human contact

Stop Losing Leads While You Sleep

Let us show you what a custom AI agent looks like for your firm. No templates. No generic demos. A system built around your expertise and your pipeline.