Non billable time that keeps piling up
In a professional office, time is what you sell. Yet a good part of the day slips away on tasks nobody can be billed for. Answering a call that will never become a mandate. Hunting for an attachment lost in an old email thread. Chasing a client who still has not sent their paperwork.
These tasks come back every day, and they often land on the person whose hour is worth the most in the office.
Handling calls and new client intake
On the phone, the AI receptionist is on duty 24 hours a day. It asks the intake questions you have defined: type of file, urgency, deadline, how the person heard about the office. It never gives legal, tax or financial advice.
A structured summary reaches the right person, and the new client lands in your CRM with the next step assigned. In a real estate agency, a call about a listed property can go straight to the broker who holds the listing.
AI for professional offices and document sorting
Tax season, an insurance renewal or a real estate transaction all bring the same headache: an avalanche of documents sent by email, as photos or as badly named attachments.
The AI reads each document received, recognizes what it is and files it in the right client folder, in Google Drive or your current system. It also spots what is missing and prepares the request to the client.
- Statements and slips during tax season
- Policies and renewal notices
- Purchase offers and transaction documents
- Documents requested when a file is opened
An inbox sorted every morning
Email remains the main channel for a professional office. The AI sorts the inbox in Gmail or Outlook: what is urgent, what needs an answer, what is a document to file, what can wait.
For routine requests, like acknowledging receipt or a question about hours, it drafts a reply that you approve before it is sent. Nothing goes out in your name without your consent.
Custom client portals
Instead of trading attachments by email, your clients can drop their documents into a private portal with account access. They see where their file stands and receive requests for missing documents in the same place. We build that portal to measure, bilingual, in your office’s image.
Confidentiality and Québec’s Law 25
Professional secrecy and confidentiality are not up for negotiation in your field. For each system, we establish with you what the AI is allowed to read, where personal information is hosted and who can access it.
Law 25 is part of our thinking, especially around consent and where data is stored. Your obligations to your clients and to your professional order remain yours, and we give you the information you need to assess them.
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