New clients get lost behind the calls from existing ones.
Right On Call answers your firm’s line when nobody can get to it, offers a prospective client a consultation on your live calendar, and texts your team when an existing client needs someone. It gives no advice and cannot see client files.
Bellwood Tax & Advisory
AI receptionist · Sam
Scripted example, not a recording of a real call.
Two kinds of callers, one voicemail box
An existing client wants a status update or has a question about a document. A prospective client wants to know whether you take on work like theirs. In busy season both land in the same voicemail box, and the one who is comparing firms has often booked elsewhere by the time anyone listens. Right On Call separates them on the call: the prospect gets a consultation, and the client gets a callback from your team.
What happens when the firm’s line rings out
Answers as your firm
Your firm’s name and greeting, in the tone you set, and a question about what the caller needs. French if the caller starts in French.
Sorts new business from existing clients
A prospective client is offered a consultation. An existing client’s message goes to your team by text.
Captures the reason for the call
What they need help with and their timeline, so your team isn't starting cold. Structured lead qualification for your CRM is built on request.
Books the consultation
Schedules against your live calendar and texts a confirmation, with no back-and-forth email.
What's included
- Prospective clients offered a consultation on your live calendar
- Existing clients texted to your team with name, number, and reason
- Caller details into Zoho CRM if you use it
- No advice, no fees quoted, no access to client files
Pricing is the same across every industry we serve. See pricing.
What it won't do
- Give tax, legal, or financial advice, or answer a question that requires professional judgment.
- Quote a fee or engagement price on the call.
- Access client files, account numbers, or case details.
- Commit the firm to a deadline nobody on your team has confirmed.
Frequently asked questions
Will it come across as unprofessional to clients?
A caller who reaches voicemail three times in a row is the unprofessional experience. The receptionist is scripted in your firm's tone and vocabulary, and it tells callers it's automated if they ask.
Can it handle confidential or sensitive topics?
It takes down what's needed to book the appointment and leaves the specifics for the consultation. It doesn't give tax, legal, or financial advice, and it can't see client files.
What if a caller is an existing client with an urgent issue?
It texts your team right away with the caller’s name, number, and reason, so someone can call back the same day.
Does it work for solo practitioners as well as multi-partner firms?
Yes. The script is written around how your practice runs, whether that’s one advisor or a full team. Sending different callers to different people is scoped during setup.
How does billing work for consultation bookings?
Right On Call handles the call and the booking, and your existing intake and billing process picks up from there. Zoho CRM is live today for the caller's details; other CRMs are built on request.
Built for other industries too