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The Firm That Responds First Wins the Client

Automate your professional services firm with digital employees that handle intake, screening, and scheduling.

Hire Your AI Powered TeamCalculate Your ROI
24/7
Always Working
7
Days To Deploy
$0
Payroll Cost

Trusted by service-focused organizations

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Live Industry Demo

Talk to Alex, Your Professional Services Digital Employee

See how a digital employee built for your firm handles intake, screens for fit and conflicts, and books qualified consultations automatically.

Handles intake live
Books consultations
Routes qualified leads
Handles intake live
Books consultations
Routes qualified leads

Live voice demo

Alex for Professional Services

Idle

Meet Alex

Alex is a demo. Your digital employee works the same way, trained on your firm's intake process, services, and voice.

Talk to a live professional services assistant
Microphone access required
Calculate Your ROIBook Your Appointment

Intake Without The Interruption

Focus on your client work while your AI handles the top of the funnel.

Screening

Legal & Financial Screening

Automatically screen leads for conflicts and fit before your team ever sees the request.

Payments

Consultation Payments

Your digital employees can handle consultation booking and fee collection in one flow.

Referrals

Referral Management

Immediately call incoming referrals to move them from interest to engagement.

How Professional Services Put SynAgent to Work

Protect billable time and convert every inquiry into qualified consultations with digital employees.

Conflict Screening

Automatically screen leads for conflicts and fit before your legal or accounting team is involved.

Overview

Discovery Scheduling

Book high-value consultations directly into your firm's calendar while leads are hot.

Active CampaignCall QueueConnectedNo Answer

Fee Collection

Securely process consultation prepayments and retainers during the booking call.

Call CompletedSend Follow-up EmailCreate CRM RecordBook Appointment

Warm Referral Follow-up

Immediately call referrals from partners to ensure a premium first impression and high conversion.

Overview

Intake Automation

Sync all client data and engagement details directly into Clio, QuickBooks, or your CRM.

PDFDOCWEBURL

Billable Hour Support

Protect your team's time from administrative overhead and focus on high-priority client work.

Search conversations...Inbound CallSupport InquiryAppointment Booking

What can Synagent do for your professional services firm?

Works 24/7. Never misses a lead. Always answers when prospects call.

Calls per week

20

11,200+

Average deal value

CA$500

CA$100CA$10,000+

Close rate

5.0%

0.5%40%

Projected Annual Revenue

CA$25,980

Recommended planStarter Receptionist
Time

17h

ROI

10.0x

Hire Your First Digital Employees

Every role is purpose-built for your industry. Talk to us about which combination fits your operation — inbound, outbound, or both.

Inbound

Inbound

New Client Inquiry Concierge

Answers every call within 60 seconds with a professional, branded voice. Captures case type, urgency, and contact details—so prospects feel handled immediately and never bounce to a competitor because you were in a meeting.

  • Prevents high-value prospects from bouncing to competing firms
  • Delivers immediate first-touch confidence while professionals stay focused

Automation: Captures case type, urgency, and contact details, then creates lead records and triage tasks

Inbound

Client Qualification & Conflict Screen

Screens for fit on services, budget range, timeline, and conflict flags before anyone on your team touches the lead. Routes only qualified, conflict-clear prospects to the right attorney or advisor—protecting your highest-cost resource: partner time.

  • Protects partner time from low-fit or conflict-risk prospects
  • Improves handoff quality with structured pre-consultation context

Automation: Runs qualification checklist, conflict checks, and routes only qualified leads to appropriate advisors

Inbound

Consultation Booking Engine

Books paid or free consultations without the 3-email back-and-forth. Sends calendar holds, confirmation emails, prep questionnaires, and a 24-hour reminder—reducing no-shows by up to 35% and making your calendar self-managing.

  • Reduces no-shows with confirmations and reminder flows
  • Keeps calendars full with self-service scheduling

Automation: Schedules calendar holds, sends prep questionnaires, and triggers 24-hour reminders

Inbound

Client Support & Status Updates

Handles the "where's my case?" calls, document requests, payment reminders, and FAQ responses that eat 2–3 hours of staff time daily. Clients stay informed, staff stays focused, and you stop paying $45/hr employees to answer the same five questions.

  • Deflects repetitive inquiries that drain staff capacity
  • Maintains client confidence through proactive communication

Automation: Publishes status updates, routes exceptions, and logs support interactions in CRM

Inbound

New Client Inquiry Concierge

Answers every call within 60 seconds with a professional, branded voice. Captures case type, urgency, and contact details—so prospects feel handled immediately and never bounce to a competitor because you were in a meeting.

  • Prevents high-value prospects from bouncing to competing firms
  • Delivers immediate first-touch confidence while professionals stay focused

Automation: Captures case type, urgency, and contact details, then creates lead records and triage tasks

Inbound

Client Qualification & Conflict Screen

Screens for fit on services, budget range, timeline, and conflict flags before anyone on your team touches the lead. Routes only qualified, conflict-clear prospects to the right attorney or advisor—protecting your highest-cost resource: partner time.

  • Protects partner time from low-fit or conflict-risk prospects
  • Improves handoff quality with structured pre-consultation context

Automation: Runs qualification checklist, conflict checks, and routes only qualified leads to appropriate advisors

Inbound

Consultation Booking Engine

Books paid or free consultations without the 3-email back-and-forth. Sends calendar holds, confirmation emails, prep questionnaires, and a 24-hour reminder—reducing no-shows by up to 35% and making your calendar self-managing.

  • Reduces no-shows with confirmations and reminder flows
  • Keeps calendars full with self-service scheduling

Automation: Schedules calendar holds, sends prep questionnaires, and triggers 24-hour reminders

Inbound

Client Support & Status Updates

Handles the "where's my case?" calls, document requests, payment reminders, and FAQ responses that eat 2–3 hours of staff time daily. Clients stay informed, staff stays focused, and you stop paying $45/hr employees to answer the same five questions.

  • Deflects repetitive inquiries that drain staff capacity
  • Maintains client confidence through proactive communication

Automation: Publishes status updates, routes exceptions, and logs support interactions in CRM

Outbound

Outbound

Targeted Prospect Outreach

Runs daily outreach to your ideal client list—new business filings, recent property transactions, industry-specific triggers—with personalized messaging. Turns your CRM from a graveyard into a pipeline that books 3–5 new consultations per week.

  • Turns static CRM records into active weekly pipeline
  • Uses personalized messaging aligned to each trigger event

Automation: Builds segmented outreach queues and books consultations directly from qualified responses

Outbound

Speed-to-Lead Follow Up

Contacts every new inquiry within 5 minutes, then follows up 5 times over 14 days via call and email. Most firms respond in 24–48 hours. You respond in 5 minutes. That gap is where you win every engagement.

  • Captures response-time advantage over slower competitors
  • Improves close rates through consistent persistence

Automation: Runs multichannel lead cadence and escalates high-engagement prospects for immediate booking

Outbound

Post-Consultation Closer

Re-engages every prospect who attended a consultation but hasn't signed—with next-step clarity, objection handling, and deadline-driven nudges. Recovers 15–25% of "still thinking about it" prospects that most firms write off.

  • Recovers high-intent prospects who have not signed yet
  • Transforms vague maybe-later responses into commitments

Automation: Triggers post-consult follow-up playbook with deadline nudges and intent tracking

Outbound

Dead Lead Resurrection

Revives 6–12 month old inquiries with timely, value-driven check-ins: "New regulations may affect your situation—want a free 10-minute review?" Turns yesterday's "not now" into today's signed retainer at near-zero acquisition cost.

  • Reopens pipeline without additional acquisition spend
  • Converts past not-now prospects into current opportunities

Automation: Runs reactivation campaigns for stale leads and routes renewed interest to advisors

Outbound

Client Relationship & Referral Engine

Maintains ongoing touchpoints with active and past clients—renewals, seasonal check-ins, milestone congratulations, and direct referral asks. Because your best new client is always a referral from your best current client.

  • Increases referral volume from satisfied clients
  • Protects retention through consistent relationship maintenance

Automation: Schedules milestone check-ins, renewal prompts, and referral requests by client lifecycle stage

Outbound

Targeted Prospect Outreach

Runs daily outreach to your ideal client list—new business filings, recent property transactions, industry-specific triggers—with personalized messaging. Turns your CRM from a graveyard into a pipeline that books 3–5 new consultations per week.

  • Turns static CRM records into active weekly pipeline
  • Uses personalized messaging aligned to each trigger event

Automation: Builds segmented outreach queues and books consultations directly from qualified responses

Outbound

Speed-to-Lead Follow Up

Contacts every new inquiry within 5 minutes, then follows up 5 times over 14 days via call and email. Most firms respond in 24–48 hours. You respond in 5 minutes. That gap is where you win every engagement.

  • Captures response-time advantage over slower competitors
  • Improves close rates through consistent persistence

Automation: Runs multichannel lead cadence and escalates high-engagement prospects for immediate booking

Outbound

Post-Consultation Closer

Re-engages every prospect who attended a consultation but hasn't signed—with next-step clarity, objection handling, and deadline-driven nudges. Recovers 15–25% of "still thinking about it" prospects that most firms write off.

  • Recovers high-intent prospects who have not signed yet
  • Transforms vague maybe-later responses into commitments

Automation: Triggers post-consult follow-up playbook with deadline nudges and intent tracking

Outbound

Dead Lead Resurrection

Revives 6–12 month old inquiries with timely, value-driven check-ins: "New regulations may affect your situation—want a free 10-minute review?" Turns yesterday's "not now" into today's signed retainer at near-zero acquisition cost.

  • Reopens pipeline without additional acquisition spend
  • Converts past not-now prospects into current opportunities

Automation: Runs reactivation campaigns for stale leads and routes renewed interest to advisors

Outbound

Client Relationship & Referral Engine

Maintains ongoing touchpoints with active and past clients—renewals, seasonal check-ins, milestone congratulations, and direct referral asks. Because your best new client is always a referral from your best current client.

  • Increases referral volume from satisfied clients
  • Protects retention through consistent relationship maintenance

Automation: Schedules milestone check-ins, renewal prompts, and referral requests by client lifecycle stage

Need something custom?

How It Works

You Hire.
We Build.
They Work.

01

You Define the Role

Tell us the job: receptionist, sales qualifier, appointment setter, follow-up specialist. You decide what your business needs.

02

We Build and Train Them

Our team trains the employee on your services, tone, scripts, and workflows. They learn your business like a new hire — before their first day.

03

They Deploy Into SynAgent

Your employee gets a workplace inside SynAgent. From here they answer calls, book meetings, update your CRM, and run workflows — all logged and visible to you.

04

You Manage. They Grow.

Add skills, adjust scripts, expand responsibilities. Unlike real employees, your digital worker improves instantly. You never retrain from scratch.

SynAgent Workspace
2 Agents Active
AX
Alex · Receptionist
Currently on call · 4m 12s
On Call
SY
Syla · Follow Up Specialist
Sending reminders · 3 queued
Working
Today's Work Queue
Incoming
Call · Dan Morrison
Just now
Voicemail follow up
2m ago
In Progress
Booking · Sarah K.
Active
CRM · 5 records
Active
Done Today
12 calls handled
↑ 3 vs yesterday
4 appointments set
↑ 1 vs yesterday

Why SynAgent

We Build Your Digital Workforce.

Most AI platforms hand you tools and walk away. We design each role, train your digital employees on your business, test every workflow, and deploy them ready to work on day one.

They stay. They grow. And when your business changes, you upgrade your employees, not your subscription.

Typical AI Tool
SynAgent
Core
What You Get
A chatbot
A trained employee
Setup & Support
You
Our team
Payroll Cost
Tool fee only
$0 per month
Communication
Phone Number
Not included
Included per agent
Web Embed
Not included
Included
Calendar Integration
Not included
Included
Calling
Bulk Calling
Not included
Included
Call Audio
Not included
Included
Call Transcripts
Not included
Included
Platform
CRM
Manual / separate
Built into platform
Can Be Retrained
Start over
Update anytime
Core
What You Get
A chatbot
A trained employee
Setup & Support
You
Our team
Payroll Cost
Tool fee only
$0 per month
Communication
Phone Number
Not included
Included per agent
Web Embed
Not included
Included
Calendar Integration
Not included
Included
Calling
Bulk Calling
Not included
Included
Call Audio
Not included
Included
Call Transcripts
Not included
Included
Platform
CRM
Manual / separate
Built into platform
Can Be Retrained
Start over
Update anytime
Core
What You Get
A chatbot
A trained employee
Setup & Support
You
Our team
Payroll Cost
Tool fee only
$0 per month
Communication
Phone Number
Not included
Included per agent
Web Embed
Not included
Included
Calendar Integration
Not included
Included
Calling
Bulk Calling
Not included
Included
Call Audio
Not included
Included
Call Transcripts
Not included
Included
Platform
CRM
Manual / separate
Built into platform
Can Be Retrained
Start over
Update anytime

The Real Math

What hiring actually costs you

We start at a real market rate — not the legal floor. Slide up to match the role you'd actually hire for. Watch the gap grow.

Detecting your location…

One Human Employee

40 hrs/week · minimum wage floor

Annual Wage Cost (CAD)

CA$0

  • · CA$22.00/hr × 40 hrs × 52 weeks
  • · Benefits & payroll taxes not included (add 25–40%)
  • · One person — one task at a time
  • · Can quit, get sick, or need time off

Your Digital Employee

Built once — works forever

Year One Total

CA$2,287

  • · CA$499 one-time build & training fee
  • · CA$149/mo workspace — phone, memory, CRM, calls

250

min/mo

10

concurrent

1 local number

What you'd actually pay

CA$22.00/hr
Min: CA$17.20/hrCA$75/hr

Break-even

Pays for itself in under a week.

Of what you'd otherwise pay one human at CA$22.00/hr.

You Save

CA$0

in year one alone.

Build My Digital Team

Minimum wage data reflects current legislation in your region. Actual employment costs including benefits and payroll taxes are typically 25–40% higher. SynAgent pricing is converted into local currency here for comparison only.

PRICING

Choose Your AI Employee Plan

We build, train, and deploy your AI Voice Employee. Your monthly plan starts after you are satisfied at launch.

7-Day Deployment Promise + 30-Day Build Guarantee

If your AI employee is not doing the job within 30 days of going live, we keep tuning the scripts, call flow, and automations until it is.

Starter Receptionist

Replaces a part-time receptionist.

Stop missing calls. Capture every lead, 24/7.

1 inbound employee

One-time build

$499

Then$149/month

Starts when you approve launch.

Best for:Solo operators, contractors, and 1-5 person teams that need reliable call coverage.

What's included

  • 250 voice minutes included
  • Handles up to 10 concurrent calls
  • 100 contact capacity inside the CRM
  • Inbound call answering
  • Local number, call page, and website widget
  • Call summaries, transcripts, and lead capture
  • 25 SMS messages included per month
  • Included support: 30 minutes of script and workflow updates each month, with a 72-hour response promise.
30-day build guarantee
Most Popular

Growth Voice Team

Replaces a full-time receptionist + lead follow-up assistant.

Answer every call. Follow up on every lead. Automatically.

Inbound+Outbound2 employees

One-time build

$799

Then$349/month

Starts when you approve launch.

Best for:For growing businesses that need to capture calls and follow up on leads automatically.

What's included

  • 1,100 voice minutes included
  • Handles up to 20 concurrent calls
  • 1,500 contacts capacity inside the CRM
  • Inbound and outbound coverage
  • 2 local numbers, call pages, and website widgets
  • Booking, lead qualification, reminders, CRM updates
  • Email/SMS workflows
  • 100 SMS messages included per month
  • Included support: 90 minutes of script and workflow updates each month, with a 72-hour response promise.
30-day build guarantee

Operations Voice Team

Replaces a 2–3 person front-desk team.

A full voice operations team. Multiple lines, multiple campaigns, zero hiring.

Inbound or outboundup to 4

One-time build

$1,499

Then$849/month

Starts when you approve launch.

Best for:For higher-volume teams running multiple campaigns, locations, or service lines.

What's included

  • 3,500 voice minutes included
  • Handles up to 30 concurrent calls
  • 10,000 contacts capacity inside the CRM
  • Up to 4 AI voice employees
  • Up to 4 local numbers, call pages, and widgets
  • Routing, campaigns, customer service, booking, reminders
  • Advanced workflow automations and reporting
  • 250 SMS messages included per month
  • Included support: 2 hours of script and workflow updates each month, with a 48-hour priority queue.
30-day build guarantee

For Teams That Scale

Business Workforce

Custom AI voice workforce for multi-location operators, franchises, clinics, dealerships, and call-heavy teams with complex routing or reporting needs.

10,000+ voice minutes
Custom employees and routing
Custom workflows and integrations
Dedicated optimization

$1,999/mo

$2,500 employee training and onboarding

+ applicable taxes

Real user feedback

What users have to say.

Testimonials
Omega Communications
Intake was the bottleneck. Prospects would reach out and just sit in a queue waiting to hear back. SynAgent handles that first conversation now. By the time it gets to us, they're already qualified.

Danielle Osei

Head of Client Services

What the agent handled
Instant intake•Qualified handoff•Client-ready leads•Instant intake•Qualified handoff•Client-ready leads•Instant intake•Qualified handoff•Client-ready leads•

Questions, answered.

What people actually want to know before they hire a digital employee.

Scale Your Practice

Automate your client intake so you can focus on billable hours.

Build My Next Employee
24/7 Availability
Perfect CRM Sync
Natural Voice AI
Instant Follow-ups
No Breaks, No Sick Days
Zero Wait Times
Scalable Workforce