💼 AI for Professional Services

More qualified calls, less admin.

Your billable time disappears when you're stuck answering phones and chasing invoices. Aria answers calls, screens prospects, schedules discovery calls, and sends invoices and payment reminders — so you focus on the work that matters.

Book a Demo → See the Solution

Lead ScreeningDiscovery CallsInvoice RemindersClient IntakeCalendar BookingMulti-Partner

The Problem

Your firm front desk is leaking revenue.

High-Value Calls Missed

Important prospect calls go unanswered when you're in meetings or deep work. Those leads don't call back.

Unqualified Inquiries

You spend time on calls that go nowhere — bad-fit clients, price shoppers, and off-topic requests.

Scheduling Back-and-Forth

Discovery call scheduling involves 5 emails. By the time it's booked, the prospect has cooled off.

Manual Invoice Follow-Up

Chasing payments is tedious, awkward, and eats into time you should be spending on client work.

The Solution

Meet Aria: your AI receptionist that makes you money.

🔍

Lead Screening

Aria qualifies inbound inquiries based on your ideal client criteria — budget, industry, project scope, timeline.

📅

Discovery Call Booking

Qualified prospects get booked directly into your calendar. No back-and-forth. No friction.

💳

Invoice & Payment Reminders

Automated SMS reminders for outstanding invoices and retainers. Payments collected faster without awkward conversations.

📋

Client Intake

Collects project details, requirements, and context before the discovery call so you come prepared.

❓

FAQ Handling

Answers common questions about your services, pricing ranges, process, and availability.

👥

Multi-Partner Routing

Routes inquiries to the right partner or consultant based on expertise and availability.

Impact

What this means for your bottom line.

3×

More qualified leads

50%

Less scheduling admin

2×

Faster payment cycles

24/7

Prospect capture

Live Demo

See Aria in action for your firm.

Meridian Consulting

● Online

Thanks for reaching out to Meridian Consulting. I can help you learn about our services or schedule a discovery call. What are you looking for?

We need help with our go-to-market strategy for a new SaaS product

That's right in our wheelhouse. To connect you with the right partner, can you share a bit more — what stage is the product (pre-launch, launched, scaling)? And roughly what budget range are you considering for strategy consulting?

Pre-launch, we're looking at $30-50K for the engagement

Great — I'll set you up with David, our SaaS go-to-market lead. He has availability for a 30-minute discovery call this Thursday at 2 PM or Friday at 10 AM. Which works? I'll send a brief intake form beforehand so he comes prepared.

What your customers see

Customers interact with Aria through your website chat, phone, or SMS. Every interaction is branded to your business. Every booking flows into your calendar and CRM.

✓

Not a chatbot — a complete front office platform

✓

Not generic AI — purpose-built for firms

✓

Not an add-on — a front office operating system

✓

24/7 coverage — never misses a call, chat, or text

The Difference

Monday morning. Two realities.

Without Aria

9:00 AMImportant prospect calls. You're in a client meeting. Voicemail.

10:30 AM20 min call with someone who needs a $500 project. Not a fit.

1:00 PM3 emails back and forth to schedule a discovery call.

3:00 PMInvoice from 45 days ago. Still unpaid. Dreading the follow-up call.

5:00 PMWeekend inquiry. Won't see it until Monday. Prospect moves on.

With Aria

9:00 AMAria answers. Qualifies the prospect. Books a Thursday discovery call.

10:30 AMAria screened the $500 inquiry and politely redirected. Zero time wasted.

1:00 PMDiscovery calls auto-booked. Your calendar just fills with qualified leads.

3:00 PMAria sent 3 payment reminders this week. 2 invoices paid via text link.

5:00 PMAria engages weekend inquiry, qualifies, and books Monday's first call.

How It Works

Live in days, not months.

Discovery Call

30 minutes. We learn your firm — services, hours, policies, and how you talk to customers.

Configuration

We build your custom AI with your branding, personality, and firm-specific expertise.

Integration

One line of code on your website. Webhook to your CRM. Automated confirmations to your team.

Launch & Optimize

Aria goes live. We monitor performance, refine responses, and add capabilities as your business evolves.

FAQ

Professional Services FAQs about AI receptionists

You define your qualification criteria — budget thresholds, project types, company size — and Aria screens accordingly.

Aria can send pre-configured rate cards or introductory materials. Custom proposals are prepared by your team after the discovery call.

Yes — Aria routes based on expertise, availability, and client fit across your entire team.

Accounting firms, management consultants, marketing agencies, IT consultancies, and other B2B professional services.

Ready to transform your firm?

Book a 20-minute demo and see exactly how Aria works for your firm.

Book a Demo →