Industries · Professional services
AI calls for professional services firms. Every enquiry turned into a booked consultation.
The need, the deadline and a good time captured on the first call. 14+ languages.
Where you lose them
Prospective clients enquire with three firms at once, usually after work. The firm that calls first with a consultation time tends to get the engagement. Vira calls every new enquiry within minutes and asks your questions first.
The problem, in numbers
Why the first firm to call wins.
Clients compare while they wait.
- 7×more likely to qualify a lead when firms responded within an hour than when they waited longer (US study of 2,241 firms).Harvard Business Review, “The Short Life of Online Sales Leads”, 2011
What Vira asks
What the agent asks a prospective client.
What a partner needs before the first meeting.
- 01
What they need help with
Bookkeeping, a tax return, an audit, a one-off project. It decides who in the firm takes the meeting. - 02
Business or personal, and its size
Sole trader, small company or larger business. It sets the engagement you will discuss. - 03
Any deadline
A filing date or a board meeting changes how fast your team needs to act. - 04
How they found you
Saved on the record, so you see which channels bring real clients. - 05
A time for the consultation
The agent saves the day and time on the record; your team confirms it. A reminder call before the meeting is live.
Scoring is yours. Example rule you might write: business client with a deadline inside 30 days and a meeting time given = hot. Personal question that needs advice on the spot = hand to a person.
Test Vira
Hear the AI agent built for accounting, tax and consulting firms.
Demo companies in other trades. Your questions, your script.
Sample calls with demo companies. Both voices are generated, so you hear how Vira sounds and what it asks.
Real estate
HinglishThe 2 BHK enquiry from last night
Website chat
English“Yes, please call me.”
Where leads come from
Where client enquiries come from.
Most land when your partners are with clients.
A business owner looking for an accountant before a filing deadline, or a company comparing consultants, contacts several firms in one evening. A call within minutes, with a time for the first meeting, sets you apart.
Your website's enquiry form
Consultation and contact forms post to a signed endpoint and each enquiry is called within minutes, inside your calling hours. Live today.Google Lead Forms
Local and service search ads connect directly. Live today.Directories and referrals
There is no connector for listing sites. Enquiries your CRM already receives can be forwarded to the signed endpoint.Website visitors
Talk answers questions about your services and fees from your own pages and hands the rest to your team.
Example script · English
How a consultation call sounds.
An example in English.
A small-business owner who filled in an accounting firm's enquiry form at 8 pm. Written for this page to show the flow; it is not a recording or a transcript of a real call. The grey line under each turn says what is happening.
- Vira (AI)Hi, this is Vira, an AI assistant calling for [Firm]. You asked about help with your accounts. Is now a good time?Who and why, first.
- CallerYes. I need someone for bookkeeping and my year-end.The need.
- Vira (AI)Understood. Is that for a company or for you personally?One question at a time.
- CallerA small company, eight staff.Business size.
- Vira (AI)Thanks. When is your year-end due?The deadline.
- CallerEnd of next month.A deadline inside 30 days.
- Vira (AI)Then a first meeting soon makes sense. Would Tuesday or Wednesday morning suit you?One clear next step.
Example outcomeHot · company, 8 staff · bookkeeping and year-end · deadline next month · meeting Tue morning to confirm
What your team gets
What your partners receive.
A briefed first meeting, not a callback list.
After every call.
A reminder call before the meeting is live. Fee and renewal reminder calls are in build.
- The service needed and the size of the client
- Any deadline, with the date
- How they found you
- The meeting time asked for
- The recording, the transcript, a score and the outcome in your CRM as a signed webhook
Built for trust · limits
What it does not do for firms.
Advice stays with your qualified people.
No advice
It never gives tax, legal or financial advice, and never says what a client should do. Those questions go to your team.No fee quotes beyond your list
It shares only the starting fees you load. Engagement letters and final fees come from your partners.No documents on the call
It never asks for identity numbers, bank details or documents. Collecting those stays with your team.Window, disclosure and opt-out
Only inside your calling hours, in the person's local time, and anyone who says stop is never called again.
Works in the real world
Built for conversations at scale
Voice intelligence, call rules and analysis built for real customer conversations.
Multilingual understanding
14+ languages, including Hindi and Hinglish, on chat and calls.
Voicemail detection
Knows a machine from a person before it speaks.
Human-like timing
Replies prepared while the caller talks.
Built-in call audit
Every call checked, every answer quoted.
Calling rules in code
Hours, retries, consent and “stop”, enforced on every dial.
Full-stack platform
Chat, telephony, CRM sync and reports in one place.
Solutions for accounting, tax and consulting firms
One agent for every job.
Live and in build, labelled.
Pricing and next steps
Priced per lead handled.
Not per seat. 2 call minutes included.
Loop is priced per lead handled: from $59 a month for about 66 leads (beta prices, + tax where applicable), retries included, cancel anytime. One plan covers enquiry calls and meeting reminders from the same credits.
Lead qualification for client enquiries
Every enquiry called within minutes and scored by your rules.Read moreConsultation reminders
A reminder call before each first meeting.Read moreAI calls for law firms
Intake for consultation enquiries, with no legal advice.Read morePricing per enquiry
From $59 a month; retries included.Read more
Questions
What accounting, tax and consulting firms ask us
before they start.
Will the AI give clients advice?
Can it book consultations?
Does it work for law firms too?
Which languages does it speak?
What does it cost per enquiry?
Ready to turn every lead into a conversation?
Hear Vira first, then get started on your own leads. Cancel anytime.