Kavera

Kavera

Systems Online
Industry SolutionsProfessional Services

AI Receptionist for
Professional Services

Accountants, lawyers, consultants, architects, engineers. Stop missing calls, automate quotes and book jobs 24/7.

"Every hour spent on admin is an hour not billed. At $300/hour, your admin work has a massive opportunity cost."

In the Professional Services industry, responsiveness is everything. But you can't be in two places at once.

Chasing clients for documents endlessly
Deadline management across dozens of clients
New client onboarding taking too long
Unbillable admin eating into revenue
Client communication expectations overwhelming
Your Business (Currently)
Capacity Exceeded
Missed Call (New Lead)
2m ago
Enquiry Response Pending
45m ago
Booking Slot Expired
1h ago

Potential Revenue Lost

$78,000/year

ACTION REQUIRED

How Kavera Helps

Automated solutions tailored specifically for Professional Services workflows.

Note: These are just examples. We can customize solutions to your specific workflow.

Voice Receptionist

Consultation scheduling
New and existing clients book directly. Streamline your calendar management by allowing clients to book their own appointments based on your real-time availability.
Enquiry capture
Details and urgency logged for follow-up. Ensure every potential client is captured with key details recorded, so you can prioritise your follow-ups effectively.
FAQ handling
Fees, process, what to bring. Reduce repetitive phone calls by instantly answering common questions about your services, fees and requirements.
Urgent matter routing
Time-sensitive issues escalated immediately. Never miss a critical client emergency; urgent calls are intelligently routed to you while others are handled automatically.

Operations

Client onboarding
Checklist and document requests sent automatically. Impress new clients from day one with a seamless onboarding experience that collects all necessary information without you lifting a finger.
Document chasing
Reminder sequence until all docs received. Stop wasting hours chasing signatures; automated follow-ups ensure you get the documents you need on time.
Deadline reminders
Internal alerts and client notifications. Never miss a critical filing date again with automated reminders that keep both your team and your clients on track.
Meeting prep
Agenda and required documents sent before meetings. Ensure every meeting is productive by automatically sending agendas and prep materials to all attendees beforehand.

Growth & Marketing

Educational content series
Tax tips, legal updates, market insights. Position yourself as an industry thought leader by delivering valuable, timely content directly to your clients' inboxes.
Deadline campaigns
EOFY, BAS due, compliance date reminders. Proactively help your clients manage their obligations with timely reminders that also drive engagement with your firm.
Client anniversary cheque-ins
Relationship nurturing touchpoints. Strengthen client relationships with automated anniversary messages that show you value their long-term partnership.
Referral programme
Existing clients rewarded for referrals. Encourage your satisfied clients to advocate for you by automating the referral request and reward process.

Strategy Focus

"For accountants, lawyers and consultants, time is literally money. Spending your week chasing clients for signatures or missing documents is unbillable work that drains your profit. We automate the entire onboarding and document collection process. Your clients get polite reminders until everything is signed and you get to spend your time on high-value billable work instead of paper trails."

Native Ecosystem

Kavera doesn't replace your favorite tools. We make them smarter. We connect directly to your industry's leading software.

Client Portals

AnnatureDocuSignIgnition

Automated document collection and signature chasing for faster project starts.

Workflow

KarbonAsanaMonday.com

Task automation to trigger project boards the moment a client is onboarded.

Billing

XeroFreshBooks

Seamless invoicing and unbillable hour reduction through admin automation.

Stop leaving money on the table

Every hour spent chasing documents or doing admin is an hour not billed. At $300/hour, 5 hours/week of admin costs you a fortune.

Estimated Recovery

$78,000/year

Industries for Growth

Kavera's automation systems are modular. Many businesses in these related sectors use similar workflows to scale profitably.

Ready to Never Miss Another Call?

Try our AI receptionist yourself. Fill out the form, get a call back, and experience what your customers will experience.

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