Retainer / Client Intake & Reception

Never miss a booking again.

A real receptionist answers your firm's calls, books consultations and appointments into your calendar, and qualifies the leads — so your accountants can stay heads-down in busy season and your phone stops costing you clients. We hand you booked work, not voicemails.

Price
see below
Billing
Per month
Commitment
3-month minimum
Tiers
Single
$595/month
Prices in USD
01What's included

Everything in the package — nothing on the side.

  • 01Trained receptionists answer your calls in your firm's name
  • 02Cover for overflow, lunch breaks, evenings, and weekends
  • 03Consultations and enquiries booked straight into your calendar / practice system
  • 04Fee and service questions handled from your script
  • 05Missed-call text-back so no enquiry is ever lost
  • 06Live calendar + booking-system integration
  • 07Caller details and notes logged to your CRM
  • 08Spam and cold-sales calls screened out
  • 09Bilingual answering available (EN/ES, EN/FR by region)
  • 10Local number or call-forward from your existing line
  • 11Daily call summary + monthly performance dashboard
  • 12Dedicated account manager as your point of contact
02How it works
Step 01

Calls answered in your name

A trained receptionist picks up as your firm while your accountants keep working. We brief them on your services, prices, and consultation slots so callers get real answers, not 'I'll have to check'.

Step 02

Bookings straight into your calendar

Consultations, onboarding calls, and routine appointments are booked directly into your calendar. Anything technical or unusual is captured as a clear, qualified message and handed to you — no guesswork, no fixed fees without a proper review.

Step 03

Only the calls that need you

Time-wasters handled, suppliers screened, common questions answered. You only get interrupted for the things that genuinely need the owner — and every call is logged so nothing slips.

EXExamples

What it looks like in your inbox.

Concrete examples of the deliverables you'll receive — styled to match the real output.

yourbusiness.com

Calls answered in your name

A real receptionist picks up as your firm, books the consultation into your calendar, and only escalates what needs you.

Mon–FriLive cover
Monthly report
+38%
Traffic
+12
Keywords
4.6★
Avg rating

Call + booking log

Every call logged: who rang, what they wanted, what was booked or messaged through. Nothing lost while you're at deadline.

Outbound · personalised
Re: your team's hiring spree
Jane → jordan@acmeco.com

Hey Jordan — noticed Acme posted 3 ops roles last week. We help fast-growing teams cut onboarding from 6 weeks to 2…

Reply rate · 18%

Booking straight to your calendar

Consultations dropped into your calendar; technical enquiries handed to you as a clear, qualified message.

What you're probably thinking

The doubts in your head, answered honestly.

Nothing here is marketing fluff — every claim is in our Terms.
07Frequently asked

The questions we always get.

Service contract
Firm Virtual Receptionist — supplemental terms
Read the terms
Ready when you are

Get your firm found.
Then grow it.

Pick a package, hit checkout, or book a 15-minute call if you'd rather have a human walk you through the scope. Either way, we'll be writing copy by next week.