Law, accounting, tax & insurance

Every client call answered, even in busy season

An AI receptionist that qualifies the request and transfers to the right person, with voicemail transcribed to your inbox.

Challenges

What makes the phone ring — and how CAIRO handles it

Busy season

Tax season and deadlines flood the lines

When everyone is on a file, calls go to voicemail and clients go elsewhere.

  • The AI receptionist answers every call
  • Call queues share calls across the team
  • Takes a message when everyone is busy
Right person

Calls that reach the wrong desk

A receptionist spends the day asking “what is it about?” and transferring.

  • The assistant qualifies the request first
  • Transfers to an extension, a group or a queue
  • IVR menus per practice area
Follow-up

Messages and calls you can trace

You need to know who called, when, and what was said.

  • Voicemail to email with transcription
  • Call records and call recording
  • CRM integration (HubSpot) to log calls
Included

What you get

Call queues

Share incoming calls across a team.

Voicemail transcription

Read messages in your inbox.

Call recording

Recordings and call records in the portal.

Web phone

Answer from the office, home or on the road.

Use cases

Virtual receptionistLead qualificationOverflow from your teamCall routing & IVR
FAQ

Frequently asked questions

Can the assistant give legal or tax advice?

No. It answers practical questions you give it (hours, services, documents to bring) and transfers the rest to your team.

Can calls be recorded?

Yes. Call recording is part of the phone system; you choose where it is on.

Does it work with our CRM?

HubSpot is integrated today. Tell us which CRM you use.

Talk to our team

Tell us about your users, your call volume and your numbers — we will come back with a demo and a quote.

Talk to our AI receptionist Phone +1 514-373-4205

Send us a message

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