The Firm That Responds First Wins the Client
Automate your professional services firm with digital employees that handle intake, screening, and scheduling.
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.
Live voice demo
Alex for Professional Services
Meet Alex
Alex is a demo. Your digital employee works the same way, trained on your firm's intake process, services, and voice.
Intake Without The Interruption
Focus on your client work while your AI handles the top of the funnel.
Legal & Financial Screening
Automatically screen leads for conflicts and fit before your team ever sees the request.
Consultation Payments
Your digital employees can handle consultation booking and fee collection in one flow.
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.
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.
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.
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.
Adjust To See Instant Results
Your Potential Revenue
$25,500
per year with your digital employee
250 min/month
10 concurrent calls
100 contacts
standard support
21.5×
Hire Your Digital Employee
Hire Your First Digital Employees
Select at least one inbound role and one outbound role to get started with your first digital employees.
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
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
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
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
Customize Something Different
Don't see what you need? We can build a custom digital workforce for your specific requirements.
How It Works
You Hire.
We Build.
They Work.
You Define the Role
Tell us the job: receptionist, sales qualifier, appointment setter, follow-up specialist. You decide what your business needs.
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.
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.
You Manage. They Grow.
Add skills, adjust scripts, expand responsibilities. Unlike real employees, your digital worker improves instantly. You never retrain from scratch.
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.
The Real Math
What Hiring Actually Costs You in Ontario.
We start at minimum wage — the legal floor. Slide up to match your actual role and watch the gap grow.
One Human Employee
40 hrs/week · minimum wage floor
Annual Wage Cost (CAD)
CA$0
- · CA$17.20/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$2,817
- · CA$1,214 one-time build & training fee
- · CA$134/mo workspace — phone, memory, CRM, calls
- · 24/7 availability, never misses a call
- · Inbound + outbound + bookings + CRM updates
What Would This Role Pay at Your Business?
You Save
CA$0
in year one alone.
Covers its build fee in 1.8 weeks of what you'd pay a human.
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.
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.
Real user feedback
What users have to say.
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
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
Scale Your Practice
Automate your client intake so you can focus on billable hours.