Sound like a big firm. Run like a lean one.
A polished receptionist that answers every call, captures what a new client needs, books the discovery call and keeps existing clients informed, so your team stays on billable work.
An answering service for professional services firms answers the phone in the firm's name, screens and routes calls, takes messages and books appointments so partners and staff are not interrupted. Talos Connect's AI receptionist does this around the clock, captures the company, the contact person and what they need on the first call, books a discovery call into the right person's calendar, and follows up by text. Accounting firms, consultancies, marketing agencies, financial advisors, architects and engineering firms use it the same way.
Built for firms that bill by the hour
AI receptionistAI
Answers in your firm's name, screens the call and routes the ones that matter to the right person.
New client intake
Company, contact, what they need and how they found you, captured on the first call and placed in your pipeline.
Discovery calls booked
Prospects pick a time from the right person's calendar and get a confirmation by text.
Client texting
Send documents, reminders and status updates from your office number. Replies land in a shared inbox.
Invoices and retainers by text
Send a secure payment link and see it paid before the meeting.
Which marketing works
Tracking numbers show which ads, directories and referrals actually ring the phone.
A new engagement, captured.
Prospects call more than one firm. The one that answers, understands the need and offers a time wins.
- Company and contact recorded as a client account.
- The need summarized for the partner who will take it.
- Discovery call booked and confirmed by text.
- Transcript and summary waiting when the meeting ends.
2:10 PM
What changes on day one
| Situation | Today | With Talos Connect |
|---|---|---|
| Call during a client meeting | Voicemail | Answered, intake done, call booked |
| New inquiry from the website | Reply next morning | Texted back within a minute |
| Engagement letter | Print, sign, scan | E-signed on a phone |
| Retainer or invoice | Check in the mail | Paid by secure link |
| Which marketing works? | Unknown | Tracked by source |
Frequently asked questions
Does it work for a firm with several partners?
Yes. Each partner or team has their own calendar and availability, and the receptionist books discovery calls with the right one based on the type of work.
Can it tell clients where a project stands?
It answers from your knowledge base and takes a message for anything specific. Your team sends status updates by text from the shared inbox.
Is it appropriate for financial or advisory firms?
The receptionist never gives financial, legal or tax advice. It captures the request and books time with a qualified person.
Does it integrate with our CRM?
An open API and signed webhooks let your own tools read and write client and call data. Named CRM integrations are on the roadmap.
See it handle a professional services call.
Tell us a little about your business. We will set up a live demo with your own call flow, hours and services, and answer every question you have. No pressure and no obligation.
- A reply within one business day from a person, not a bot.
- A demo built around your industry, using your real scenarios.
- Keep your existing numbers. We handle the porting.
Prefer to talk? Call (346) 330-3390.