01
Answer what you publish
Practice areas, sectors covered, fee structures as published and what your process asks for — from your own pages, in the enquirer's language, at any hour.
AI chatbot for professional services that qualifies new enquiries.
An accountant, a solicitor, a broker and a recruiter all get the same two enquiries all week: 'do you handle my situation?' and 'what will it cost?'. Both are answerable from published pages up to a point, and past that point they become regulated advice. Adoomi answers the published part — which practice areas and sectors you cover, the fee structures you publish, what your process asks of a client — and treats the rest as a hard stop. Ask it for specific tax, legal or financial advice and it replies that the firm will need to understand your situation and offers to book a call, capturing the brief on the way. It never recommends a particular product or provider, and never invents a fee.
Answers from your pagesAdvice → booked callYou approve every answer
Fig. 01.A · Professional ServicesInstant
Published answers, any hour
24/7
Briefs captured while you're closed
Never
Specific tax, legal or financial advice
All sub-verticals
Explore professional service sub-verticals.
Each sub-vertical has its own page with sub-vertical-specific FAQs, chat examples and imagery.
Accountants
Prospective clients ask whether you act for limited companies, sole traders or contractors, which bookkeeping software you support, what your fee structure covers and how onboarding runs — Adoomi answers those from your own pages and sends anything needing tax or engagement judgement to a named partner.
Explore
Insurance brokers
Enquirers want to know whether you cover their sector — commercial, professional indemnity, fleet, landlords, high-net-worth — what your quote process asks for and what a claim conversation involves, so Adoomi answers those from your pages and leaves policy suitability and premiums to an FCA-authorised broker.
Explore
Law firms
Callers ask whether you take their matter — conveyancing, family, employment, wills and probate, immigration — how your fee structure and funding options work and what a first consultation involves, so Adoomi answers that from your pages and captures the enquiry for your fee earner rather than opining on the case.
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Mortgage brokers
Borrowers ask whether you handle their situation — first-time buyer, self-employed, buy-to-let, adverse credit, contractor — what your broker fee is and how your process runs to a decision in principle, so Adoomi answers from your pages and never names a rate, a lender or a product.
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Recruitment agencies
Employers and candidates land in the same inbox asking which sectors and roles you cover, whether the work is permanent, temporary or contract, how your fee structure works and what registering involves, so Adoomi sorts which side the sender is on and routes the brief to the right consultant.
Explore
Fig. 02.A · pain quotesThe everyday problem
Two questions your website only half-answers
The enquiry that arrives in the evening rarely says what it needs. It says 'do you deal with contractors', or 'roughly what would a will cost', or 'can you look at a buy-to-let if I'm self-employed' — questions a junior cannot safely answer and a partner should not have to. So they queue for someone qualified, the enquirer waits until Monday, and the instruction goes to whichever firm replied first.
Web07:42
“Every 'roughly what would this cost?' ends up on a partner's desk.”
WhatsApp21:15
“The site says 'it depends on the case', and they close the tab.”
IG DMSun
“Sunday enquiry, Monday reply, already instructed someone else.”
What you get
Three jobs, and one line it does not cross.
02
Take the brief, not just the name
Matter or case type, sector and turnover band, urgency, and whether the sender is a client or a candidate — the fields you set, captured before anyone calls back.
03
Stop at the advice line
A request for specific tax, legal or financial advice is met with 'we'll need to understand your situation, let's book a call' — never with an opinion.
Question coverage
The enquiries that arrive already half-formed.
Hub-level questions across accountancy, law, insurance, mortgage broking and recruitment — every one of them answerable from pages a firm already publishes.
Services coveredFee structurePractice areasSectors and situationsYour processWhat you'll needBook a call
a
Adoomi
ChatVoice
Do you do employment tribunal work, and what would it cost?
Employment is one of the practice areas listed on our site, and our fees page sets out how we charge for it. What it would come to for your own situation isn't something I can put a figure on — that needs a solicitor who has seen the papers.
It's a redundancy I think was unfair. I've got the letter here.
Noted — employment, unfair dismissal, letter received. I won't tell you whether you have a case; that's the solicitor's call, and Let me take your name and best contact first — then I'll send this over with what you've written. Who should they ask for, and is mobile or email best?
Sectors coveredFee structureFirst meeting
Type a question…● Voice
Buyer intent
A brief the fee-earner can actually work from.
Different work needs different facts. A conveyancing enquiry needs the matter type and the chain deadline; a commercial insurance enquiry needs the sector, the turnover band and the cover already in place; a vacancy enquiry needs the role, the location and whether the sender is hiring or job-hunting. Adoomi asks for the fields you set, so the call-back opens with the brief instead of 'so, tell me about your situation'.
Vague enquiries, no context.
Your team chases the basics before they can reply.
a
Adoomi
Matter typeEmployment — unfair dismissal
UrgencyWants a call this week
ChannelWeb chat
Contactcaptured@…
3 of 4 captured · 1 in progress
With AdoomiNew enquiry · readyEnq 4278
Matter typeEmployment — unfair dismissal
UrgencyWants a call this week
ChannelWeb chat
Contactcaptured@…
One clean handoff.
Your team opens the enquiry and replies — no chasing.
STEP · 01
Pin the matter
Which practice area or sector
STEP · 02
Capture urgency
Deadline, chain or start date
STEP · 03
Take the brief
The fields that let you price it
STEP · 04
Route to the right person
Partner, fee-earner, broker or consultant
Fig. 06.A · after-hoursOut-of-hours
Firms get compared on Sunday and instructed on Monday.
Professional buyers shop around out of hours — a business owner comparing accountants after the shop shuts, a borrower reading broker pages on a Sunday, a candidate browsing between shifts. Adoomi answers what your pages already publish at that hour, 24/7 and in the enquirer's own language, and holds everything else. A request for specific advice gets the same reply at midnight as at midday: the firm needs to understand the situation first, so let's book the call. What reaches your team in the morning is briefs, not voicemail.
20:40
“'Do you cover professional indemnity for IT contractors?'”
Answered from your sectors page
21:15
“'How do your fees work for a straightforward will?'”
Published fee structure, no individual quote
22:30
“'Should I put the flat into a company?'”
Advice — call offered, brief captured
08:00
“Morning list”
Briefs sorted by who should take them
Time back
The repeat questions stop reaching people who bill by the hour.
Which sectors and practice areas you cover, how your fees are structured, what documents you ask for, how long your process usually runs before a first meeting — these get asked continually and are already written down. Adoomi answers them from your own pages so the partner, the fee-earner, the broker and the consultant only see the enquiries that genuinely need a qualified person.
Before Adoomi
- Every fee question ends up with someone who bills by the hour.
- 'It depends on the case' is the only answer the website gives.
- Enquiries arrive on Sunday night and get a reply on Monday afternoon.
- Junior staff cannot answer, so routine questions queue behind live files.
With Adoomi
- Published fee structures and practice areas answered the moment they're asked.
- Briefs arrive with matter type, sector, urgency and contact already on them.
- Advice requests become a booked call with a named partner, never an opinion in chat.
- The morning list is qualified enquiries, sorted by who should take them.
Fig. 08.A · controlsTrust & safety
What it answers, and the line it will not cross.
The assistant answers from your published pages: the practice areas or sectors you cover, the fee structures you publish, what your process asks of a client, what you need before a first meeting. It does not give specific tax, legal or financial advice, and it does not recommend a particular product or provider. Asked for advice, it replies that the firm will need to understand the situation and offers to book a call — a configured behaviour, not a hope. In insurance and mortgage work it captures the enquiry and stops: suitability, premiums, rates and affordability belong to your FCA-authorised people. None of this makes a firm compliant with anything. It keeps the assistant inside the line you drew, and you read every answer before a prospect does. Client confidentiality gets the same discipline: EU-hosted, GDPR export and deletion built in, and no conversation content is ever written to logs.
01
Only your published pages
Practice areas, sectors and fee structures come from your own site, never from general knowledge.
02
The advice line
A request for specific advice gets 'we'll need to understand your situation, let's book a call', every time.
03
No product recommendations
It will not name a policy, a rate, a lender or a provider. Those go to your authorised people.
04
Read before it goes live
Someone at the firm approves every answer before a prospect sees one, and can block any of them.
How it works
How an AI chatbot for professional services works.
01
Connect content
Point Adoomi at your service pages, fee page and process notes. Those pages are the whole of what it may say — anything you have not published stays outside it.
02
Add the snippet
Set the routing: which partner, fee-earner, broker or consultant takes which enquiry type, and the named person an advice request lands with. Then add one line to your website.
03
Test & go live
Read the briefs it captures, adjust the questions it asks, edit or block any answer you dislike. Connecting the site, reviewing and publishing takes ~10 min.
FAQ
FAQs about AI chatbots for professional services.
Specific tax, legal and financial advice sits outside what the assistant may say. Asked for it, the assistant replies that the firm needs to understand the situation first and offers to book a call, capturing the enquiry as it goes. It also never recommends a particular product or provider.
Fee structures come from your own fee page — fixed fee, hourly, retainer, percentage, whatever you publish. The assistant repeats that and no more. It never estimates an individual quote or invents a figure; a prospect wanting a number for their own case goes to whoever prices work.
Broker enquiries are captured, never advised on. The assistant answers what your pages publish about sectors, situations, fees and process, then hands anything touching suitability, premiums, rates or affordability to your FCA-authorised broker. Adoomi makes no firm compliant — the obligations stay yours.
Routing is set per enquiry type before go-live: conveyancing to the conveyancer, fleet cover to the commercial broker, a candidate to the sector consultant. Anything you mark sensitive reaches a named person rather than a shared inbox, carrying the question and the details already captured.
Setup takes ~10 min: connect your website so the assistant reads your pages, review the answers it proposes, add one line to your site. Nothing goes live until someone at the firm has read what it may say, and any answer can be edited or blocked afterwards.
Website chat is where the assistant answers, with WhatsApp handoff carrying the original question and captured details when a person takes over, and email alerts routed to whoever you set — quote enquiries to the fee earner who prices work, sensitive matters to a named person.
Why this matters
Built around the handover, not around the capture rate.
Most chatbots sold to firms are either a search box over the FAQ page or a funnel that pushes for a phone number. Adoomi's design point sits at the other end of the conversation: what happens when a prospect describes their actual tax position, their actual dispute, their actual credit history. That message becomes a captured brief and a named person's problem — never an opinion typed by software. Everything the assistant does say came off pages you approved before go-live.
Published answers, any hour
Sector coverage, practice areas and published fee structures answered the moment a prospect asks, in their own language.
Out-of-hours briefs
Evening and weekend enquiries captured as structured briefs across website chat and WhatsApp while the office is shut.
An advice request answered in chat
Specific tax, legal and financial questions become a booked call with a named person — at any hour, without exception.
Start free
Put your worst enquiry to it before a prospect does.
Give Adoomi your service pages, your fee page and your process notes, then ask it the question you would least like it answered — the one about a specific tax position, or the merits of a specific case. It should decline, explain that the firm needs to understand the situation, and offer the call. If it does anything else, you change it before a single prospect sees it The free plan at £0 covers a month of judging it on real enquiries.
No invented feesNamed person for adviceLive in ~10 min
Fig. 12.A · Professional Services