Every Unanswered Call Is a Consultation Booked With Someone Else.
Right On Call answers your firm's calls, qualifies new opportunities, and books consultations straight into your calendar, so prospective clients get a clear next step instead of a voicemail box.
Bellwood Tax & Advisory
AI receptionist · Sam
Scripted example, not a recording of a real call.
New client calls have a short shelf life
Someone calling a tax firm in March or an agency for a new project isn't going to wait around. They're calling two or three firms and going with whoever gets back to them first. A missed call at a professional services firm is a lost engagement, not just an inconvenience.
From the first ring to a dispatched job
Answers as your firm's receptionist
Greets every caller by your firm’s name and reason for calling.
Sorts new business from existing clients
A prospective client gets qualified; an existing client gets routed correctly.
Qualifies the opportunity
Captures what they need help with and their timeline, so your team isn't starting cold.
Books the consultation
Schedules directly into your calendar and sends a confirmation, no back-and-forth email required.
What's included
- Accounting, bookkeeping & tax preparation
- Consulting firms, agencies & legal practices
- Qualifies prospects and books consultations
- Routes existing-client calls to the right person, not a generic queue
Pricing is the same across every industry we serve. See pricing.
What it will not 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?
The opposite is the risk we're solving for: a caller who reaches voicemail three times in a row is the unprofessional experience. Right On Call is scripted in your firm's tone and vocabulary.
Can it handle confidential or sensitive topics?
It's scripted to take down what's needed to book the right appointment with the right person, not to advise on the specifics, so sensitive details stay for the actual consultation.
What if a caller is an existing client with an urgent issue?
Scripts distinguish new business inquiries from existing-client calls, and can flag anything urgent for a same-day callback from your team.
Does it work for solo practitioners as well as multi-partner firms?
Yes, the script and routing are built around how your specific practice operates, whether that’s one advisor or a full team.
How does billing work for consultation bookings?
Right On Call handles the call and the booking; your existing intake and billing process picks up from there, unless we've scoped a deeper CRM integration as part of setup.
Built for other industries too