01
Qualify limited-co vs sole-trader enquiries
The bot asks business type, turnover band and services needed, then routes to the right partner so discovery calls start already briefed.
AI chatbot for accountants that captures discovery-call enquiries.
Answer fee-structure, service-list, software and 'do you handle my situation' questions from your own pages so the partner team only handles enquiries that need regulated advice — never specific tax planning, never definitive fee quotes, never engagement decisions.
Source-groundedEscalation rulesReview every answer
Fig. 01.A · Accountants<2s
Reply speed
24/7
Always-on capture
0%
Off-policy answers
Fig. 02.A · pain quotesThe everyday problem
Fee-structure and software-supported questions repeat dozens of times a week
Prospective clients ask about fee structures, services covered, software supported and 'do you handle limited company / sole trader / contractor' at evenings and weekends — exactly when the partner team is offline and inboxes are full of current-client work.
Web07:42
“Do you handle limited companies / sole traders / contractors?”
WhatsApp21:15
“What services do you cover (annual accounts, VAT, payroll, self-assessment)?”
IG DMSun
“What software do you support (Xero, QuickBooks, FreeAgent, Sage)?”
What you get
How Adoomi helps accountants answer enquiries without the bottleneck.
02
Answer fee and software questions from your pages
Fixed or hourly? Xero or Sage? The bot answers what your site already says and captures the enquiry, so the team stops retyping the same replies.
03
Send tax-advice questions straight to a partner
Anything needing specific tax or engagement advice goes to a named person, never answered by the bot and never lost in the inbox.
Question coverage
What prospective clients actually ask before they enquire
Company structure, services, software, fees and onboarding — answered from your own published pages, with anything needing advice routed to a partner.
Company typesServices coveredSoftware supportedFee structureOnboardingIndustry fitDiscovery call
a
Adoomi
ChatVoice
What's your fee structure and is it fixed or hourly?
Good question — I can answer that from our pages. Let me know if you want me to capture your details for the team to follow up.
How does onboarding work and how long does it take?
Sharing what our page says here — for anything that needs a person, I'll route you to the right team.
Company typesFee structureBook a call
Type a question…● Voice
Buyer intent
From a fee question to a captured discovery call
Adoomi turns vague enquiries into structured leads — the right fields captured for accountants, so your team replies once with the full picture, not three times to qualify.
Vague enquiries, no context.
Your team chases the basics before they can reply.
a
Adoomi
Business typeLimited company
Turnover band£250k–£1m
Services neededYear-end + VAT
SoftwareXero
Contactcaptured@…
4 of 5 captured · 1 in progress
With AdoomiNew enquiry · readyEnq 2645
Business typeLimited company
Turnover band£250k–£1m
Services neededYear-end + VAT
SoftwareXero
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
Fee, service and 'do you handle X' questions answered before prospects email.
Most enquiries arrive when your team is busiest or after hours. Adoomi answers from your own pages and queues clean enquiries for the morning team.
20:40
“Do you handle limited companies or sole traders?”
Answered from page
21:15
“What services do you cover?”
Captured + queued
22:30
“Can you advise on my VAT scheme?”
Routed to a partner
08:00
“Morning team queue”
7 qualified enquiries
Time back
Stop retyping the same fee and software answers
Routine questions get answered from your own pages — your team only handles enquiries that actually need a person.
Before Adoomi
- Fee-structure and software-supported questions repeat dozens of times a week.
- Discovery-call enquiries arrive at evenings and weekends.
- Specific tax-advice questions arrive in routine enquiry inboxes and need a partner.
- Industry-fit questions stall enquiries when prospects can't find a clear answer.
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 queries always escalated to a named person.
The bot only answers what your published pages say. It never gives specific tax, legal or financial advice and never recommends a product or provider — those go to a partner. You review and approve every answer before it goes live.
01
Grounded answers
Responses come from your published accountants pages — never invented.
02
Escalation rules
Specific-advice requests are met with an offer to book a call and routed to a partner — the bot never advises.
03
No off-policy claims
The bot never gives the tax, legal or financial advice an ICAEW- or ACCA-registered firm provides — it answers from your pages or hands over.
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 accountants works.
01
Connect content
Train Adoomi on your accountants pages, process and policies.
02
Add the snippet
Add website chat and WhatsApp routes — capture wherever customers ask.
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 accountants.
The bot asks business type, turnover band and services needed up front, answers what your pages say about who you act for, and routes the enquiry to the right partner — so a contractor never lands with your payroll lead.
Why this matters
Built for the way accountants actually handle enquiries.
Directional benchmarks from the platform, not guaranteed outcomes for every accountant.
Reply speed
Routine accountants questions answered instantly when trained on your 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
Put Adoomi to work on your discovery-call enquiries.
Start free and point Adoomi at your pages. See it answer fee, service and software questions and book discovery calls on your own site, usually live within a week. No card needed.
No card neededLive in about a weekCancel anytime
Fig. 12.A · AccountantsExplore
More Professional Services chatbots
- AI chatbot for Insurance brokersSee how Adoomi handles enquiries for insurance brokers.
- AI chatbot for Law firmsSee how Adoomi handles enquiries for law firms.
- AI chatbot for Mortgage brokersSee how Adoomi handles enquiries for mortgage brokers.