Agent Finch deploys managed voice and workflow agents for law firms, accounting firms, and bookkeeping teams. Answer faster, collect the right information, keep clients moving, and give staff a clean handoff.
Calls, forms, and emails are answered quickly, qualified consistently, and turned into the right next step.
Missing documents, unanswered questions, and stalled approvals are tracked before they block the work.
The agent handles routine follow-up and hands the team concise summaries, exceptions, and next steps.
Agent Finch keeps prospective clients, tax files, and monthly bookkeeping work moving when your team is busy, after hours, or waiting on one more answer.
For law firms that need every inquiry answered, qualified, scheduled, and followed up before the lead goes cold.
For accounting firms that need clean client files, fewer reminder cycles, and more capacity for advisory work.
For bookkeeping teams that lose hours chasing receipts, answers, approvals, and account access.
Answer new inquiries, collect structured intake facts, book consults, send reminders, and route sensitive matters to staff.
First offer: Intake and Follow-Up AgentCollect missing tax and advisory information, keep clients moving, and give staff clearer readiness status.
First offer: Tax and Advisory Readiness AgentReduce recurring client chasing around receipts, statements, approvals, access, and month-end blockers.
First offer: Bookkeeping Follow-Up AgentEvery workflow includes escalation paths, approvals, logs, and staff-ready summaries so lawyers, accountants, and bookkeepers can review the right facts instead of searching through threads.
Every call, message, request, handoff, approval, and escalation is logged for review.
Sensitive legal questions, judgment calls, and unclear client answers route to the right person.
The team gets the facts, status, next step, and exceptions without reading every thread.
Track consults booked, files made ready, blockers cleared, staff touches avoided, and response time.
We map the intake or client-request process, configure voice and messaging, define when a human should step in, connect scheduling or handoff steps, and report the results your team can act on.
View PricingWe document the client handoff, missing information, staff decisions, and points where work usually stalls.
Voice, SMS, email, reminders, summaries, and escalation rules are set up around your existing process.
Track consults booked, files made ready, blockers cleared, response time, and staff touches avoided.
We will map legal intake, tax document collection, bookkeeping follow-up, or routine client communication and show where an agent can improve response speed, file readiness, or staff capacity.
