01
Answer routine
Answer 'do you do this?' and 'what's the process?' from the firm's own copy
AI chatbot for professional services that qualifies new enquiries.
Professional-service firms — accountants, solicitors, mortgage brokers, insurance brokers, recruiters — get prospects asking 'do you do X?', 'how much does Y cost?', 'what's the process for Z?'. Partners can't engage every unqualified enquiry; junior staff can't give specific advice. The result: discovery calls eat partner time, fee questions stall enquiries, and prospects who needed 24/7 reassurance go elsewhere. Adoomi answers from the firm's own service pages and process notes, takes structured briefs (case type, deadline, budget range), and books a discovery call where the firm decides who replies. Nothing crosses into specific tax, legal or financial advice.
Source-groundedEscalation rulesReview every answer
Fig. 01.A · Professional Services<2s
Reply speed
24/7
Always-on capture
0%
Off-policy answers
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
Answer fee-structure, service-list, software and 'do you handle my situation' questions from your own pages so the partner...
Explore
Insurance brokers
Answer cover-area, sector and process questions from your own pages so the broker team only handles enquiries that need...
Explore
Law firms
Answer practice-area, process, fee-structure and 'do you handle my matter' questions from your own pages so fee-earners only...
Explore
Mortgage brokers
Answer 'do you handle my situation', fee and process questions from your own pages so the broker team only handles enquiries...
Explore
Recruitment agencies
Answer sector, role, fee-structure and vacancy questions from your own pages so consultants only handle enquiries that need a...
Explore
Fig. 02.A · pain quotesThe everyday problem
Unqualified discovery calls eat 30 minutes of partner time each
Professional-service firms — accountants, solicitors, mortgage brokers, insurance brokers, recruiters — get prospects asking 'do you do X?', 'how much does Y cost?', 'what's the process for Z?'. Fee questions stall enquiries — prospects bounce when the website says 'depends on case'
Web07:42
“Unqualified discovery calls eat 30 minutes of partner time each”
WhatsApp21:15
“Fee questions stall enquiries — prospects bounce when the website says 'depends ”
IG DMSun
“Prospects expect 24/7 response; firm responds Monday morning”
What you get
How Adoomi helps professional services answer enquiries without the bottleneck.
02
Capture every channel
Share fee structures as a range, never as definitive instruction
03
Escalate the sensitive
Book the discovery call with the partner the prospect actually needs
Question coverage
Answer prospective-customer questions on the hub page itself.
Routine questions across every professional service — answered from your own published pages.
Answer 'do you do thisCapture a clear brief — case typeShare fee structures as a rangeBook the discovery call with the part...
a
Adoomi
ChatVoice
Capture a clear brief — case type, urgency, budget range — before a discovery call
Good question — I can answer that from our pages.
Share fee structures as a range, never as definitive instruction
Sharing what our page says here — for anything that needs a person, I'll route you to the right team.
HoursBookingPricing
Type a question…● Voice
Buyer intent
Capture the right details before your team calls back.
Adoomi turns vague enquiries into structured leads across every professional service — the right fields captured for the conversation, so your team replies once with the full picture.
Vague enquiries, no context.
Your team chases the basics before they can reply.
a
Adoomi
Enquiry typeAnswer 'do you do this?' and '
WhenNext 2 weeks
ChannelWeb chat
Contactcaptured@…
3 of 4 captured · 1 in progress
With AdoomiNew enquiry · readyEnq 4278
Enquiry typeAnswer 'do you do this?' and '
WhenNext 2 weeks
ChannelWeb chat
Contactcaptured@…
One clean handoff.
Your team opens the enquiry and replies — no chasing.
STEP · 01
Pin the request
What kind of enquiry is this
STEP · 02
Capture timing
When and how soon
STEP · 03
Confirm details
The fields your team needs
STEP · 04
Route to the right person
Clean enquiry to the on-shift team
Fig. 06.A · after-hoursOut-of-hours
What prospects actually ask before they call
Most enquiries arrive when teams are busiest or after hours. Adoomi answers from your own published pages and queues clean enquiries for the morning team — across every professional services.
20:40
“Answer 'do you do this?' and 'what'”
Answered from page
21:15
“Capture a clear brief — case type, ”
Captured + queued
22:30
“Specific advice request → 'we'll ne”
Routed to on-call
08:00
“Morning team queue”
Qualified enquiries ready
Time back
Stop fielding the same routine questions all day.
Routine questions get answered from your own published pages. Your team only handles enquiries that actually need a person.
Before Adoomi
- Unqualified discovery calls eat 30 minutes of partner time each.
- Fee questions stall enquiries — prospects bounce when the website says 'depends on case'.
- Prospects expect 24/7 response; firm responds Monday morning.
- Junior staff can't give advice, so even routine questions queue with the partner.
With Adoomi
- Routine enquiries answered from your pages in seconds.
- Enquiries arrive with the right details captured upfront.
- Sensitive queries always routed to the right named person.
- Your team sees a clean morning queue instead of a 48-hour backlog.
Fig. 08.A · controlsTrust & safety
Routine answered — sensitive enquiries always escalated to a named person.
The bot answers what your pages say. Specific tax / legal / financial advice without instruction. Recommending specific products or providers. You review every answer before it goes live.
01
Grounded answers
Responses come from your own pages — never invented.
02
Escalation rules
Specific advice request → 'we'll need to understand your situation, let's book a call'
03
No off-policy claims
Specific tax / legal / financial advice without instruction
04
Review every answer
See and edit what the bot says before it goes live. No silent learning.
How it works
How an AI chatbot for professional services works.
01
Connect content
Train Adoomi on your pages, process and policies — specific to each sub-vertical within professional services.
02
Add the snippet
Add website chat and WhatsApp routes — capture wherever customers ask, on every channel.
03
Test & go live
Review structured enquiries, hand the sensitive ones to the right person, refine answers over time.
FAQ
FAQs about AI chatbots for professional services.
Yes — see the cards above for the sub-vertical pages. Each is a dedicated content surface with sub-vertical-specific FAQs, chat examples and image sets.
Why this matters
Built for the way professional services actually handle enquiries.
Most professional-services chatbots are generic FAQ widgets or aggressive lead-capture funnels; Adoomi treats specific advice as a hard handover line and captures structured briefs so partners get qualified enquiries, not interruptions.
Reply speed
Routine questions answered instantly when trained on your professional services pages.
Coverage
Captures evening, weekend and out-of-hours enquiries across connected channels.
Sensitive routed
Sensitive enquiries route to a named person the moment they appear — never queued with routine admin.
Start free
Take the routine load off the team so they can focus on the conversation that matters.
Show Adoomi your pages, process and policies. We will shape an assistant that handles the routine and routes the sensitive to the right person — every time, for every professional services.
Sensitive routedReview every answerSource-grounded
Fig. 12.A · Professional Services