The Modern Professional Services Workforce
Automate your professional services firm with digital employees that handle intake, screening, and scheduling.
Built for Professional Services Growth
Give Your Firm The AI Employees You Deserve So You Can Focus On Billable Work.
Client Intake Expert
Your digital employee screens inquiries for conflicts and fit, captures lead details, and qualifies prospects so you only speak with clients worth your time.
Consultation Coordination
Instead of missed calls and scheduling back-and-forth, your digital employee speaks directly with prospects to book consultations, collect retainers, and confirm appointments—keeping your calendar full.
AI Receptionist
Your digital employee engages new leads the moment they call, answers questions about services, captures referrals, and routes urgent matters—increasing response speed and conversion rates automatically.
A Powerful Platform for Any Business
From solo entrepreneurs to growing teams, Synagent provides the tools to automate, organize, and scale your customer interactions.
Conflict Screening
Automatically screen leads for conflicts and fit before your legal or accounting team is involved, protecting compliance and time.
Discovery Scheduling
Book high-value consultations directly into your firm's calendar while leads are hot.
Fee Collection
Securely process consultation prepayments and retainers during the booking call to reduce no-shows.
Warm Referral Follow-up
Immediately call referrals from partners to ensure a premium first impression and high conversion.
Intake Automation
Sync all client data and engagement details directly into Clio, QuickBooks, or your CRM with full transcripts.
Billable Hour Support
Protect your team's time from administrative overhead and focus on high-priority client work.
What can Synagent do for your professional services firm?
Works 24/7. Never misses a lead. Always answers when prospects call.
$25,500
per year with your digital employee
$99/mo
250 min/month
10 concurrent calls
100 contacts
standard support
21.5×
Hire Your Digital Employee
Works 24/7. Never misses a lead. Always answers.
Hire Your First Digital Employees
Choose an inbound and outbound role to start capturing, qualifying, and converting more opportunities automatically.
Inbound Digital Employees
Service Qualification Assistant
Screens inquiries for eligibility, conflicts, and urgency so only qualified clients reach your team.
- Collects service need, urgency, location, and legal/accounting fit
- Asks qualifying questions about budget, timeline, and case complexity
- Identifies conflicts of interest before engagement
- Captures detailed case information for intake review
Automation: CRM intake, service filter, email summary
Consultation Booking Agent
Books intro calls or paid consults immediately, including payment collection when needed.
- Verifies time slots, urgency, and staff fit
- Handles consultation fee collection if needed
- Confirms availability and preferred communication method
- Sends calendar invites and reminder notifications
Automation: Calendar sync, CRM tag, intake form link
Outbound Digital Employees
Referral Outreach Agent
Contacts warm referral leads and books them faster than competitors to protect your reputation.
- Calls law/accounting referrals from partners
- Books initial meetings
- Introduces your firm professionally
- Confirms referral source and relationship context
Automation: CRM tag, calendar sync, confirmation email
Missed Appointment Rescheduler
Rebooks no-shows to keep your pipeline filled and your calendar predictable.
- Calls missed consults or client check-ins
- Identifies reason for missed appointment
- Offers alternative time slots immediately
- Confirms rescheduled appointments with reminders
Automation: Calendar rebooking, notes in CRM
Customize Something Different
Don't see what you need? We can build a custom digital workforce for your specific requirements.
Your Business on Autopilot in Three Steps
Two Simple Steps. One Powerful Employee.
Advanced Employee Build
We engineer and train your AI employee from the ground up with custom scripts, your brand voice, your workflows, tool usage and full CRM integration, and everything needed to start working Day One.
Once your build appointment is booked, return to Step 2 to activate your SynAgent plan.
Frequently Asked Questions
Discover quick and comprehensive answers to common questions about our platform, services, and features.
Can't find what you're looking for? Contact our customer support team
Protect every billable hour.
Deploy AI intake in days, reduce no-shows, and protect every billable hour with faster screening and booking.