Custom AI Chat Agents

Your sharpest first responder never sleeps.

Custom-built AI agents that sit on your website. They answer hard questions using your firm's knowledge. They qualify leads in real time. They 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 lose qualified leads through gaps that are easy to fix.

After-Hours Silence

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

Generic Chatbot Frustration

Off-the-shelf chatbots give vague, scripted replies. Serious prospects get frustrated. A partner at an engineering firm does not want to click through 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 qualifying. No routing. No context for the partner who picks up the phone two days later.

From knowledge base to live conversations in four steps.

I do not bolt on a chatbot. I build an AI system trained on your firm's own expertise and connected to your pipeline.

Step 01
Train on Your Knowledge

I take in your service pages, case studies, FAQs, pricing and internal documents. I use them to build a custom knowledge base that reflects how your firm actually works.

Step 02
Deploy on Your Site

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

Step 03
Qualify Leads Live

The agent spots high-intent prospects. It asks the right qualifying questions. It captures contact details, service interest and urgency. All in a natural conversation.

Step 04
Feed Your CRM

Every conversation, every qualified lead, every data point flows straight 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 don't.

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

Custom Knowledge Base

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

Branded Chat Widget

Styled to your brand. Built for conversion. Works on every device. No "Powered by" badges.

Edge-Deployed Infrastructure

Built on Cloudflare Workers and the Claude API. Replies in under a second, worldwide. 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 draw the most interest, and where conversations convert. Data you can act on.

Ongoing Optimisation

I review conversation logs each month. I sharpen the knowledge base. I improve the qualifying 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 losing.

Accounting Firm
After-Hours Tax Advisory Enquiries

A mid-tier accounting firm runs an AI agent trained on their tax advisory services. A business owner visits at 10pm reading up on SMSF restructuring. The agent answers detailed questions about the process. It captures the prospect's details and situation. It 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 and typical engagements. A property developer asks about a structural assessment for a heritage conversion. The agent explains the process, spots 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 first enquiries across several practice areas. The agent works out whether a prospect needs employment law, commercial disputes or property settlement. It captures the key facts. It creates an intake record with an urgency score for the right partner.

Result: 60% of intake now handled before first human contact
Part of one connected system

Chat agents are part of the Convert stage of your growth system.

Attracting the right people is only half the job. This is how the interest you create becomes a booked conversation. Nothing falls through the gaps.

01
Attract
02 · You are here
Convert
03
Retain
04
Recommend
Outcome this drives: more calls booked

Stop losing leads while you sleep.

Let me 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.