For legal, accounting, and advisory firms

Qualify the inquiry. Book the consultation.

Billable time shouldn't go to screening calls. Oppy runs new-client intake, qualifies the matter, books consultations, and routes each inquiry to the right person, around the clock.

Set up your Oppy first. Pick a plan when you’re ready.

< 3 sec
first reply on voice, SMS, and email
24 / 7
every shift covered, every weekend, every holiday
70+
tools, CRMs, and calendars connected day one
100%
of conversations captured, transcribed, and audit-ready

Winner, RISMedia Tech Showdown · Finalist, Inman Connect NYC Pitch Battle

What your Oppy handles

Specialized AI team members tuned to the work your professional services business runs on, every channel, around the clock.

New-client intake

Collect the matter details and contact information you need before a consultation.

Qualify and route

Screen for fit and conflicts, then route each inquiry to the right practice or partner.

Book consultations

Schedule and confirm paid or free consultations across phone, email, and chat.

Always responsive

Answer prospective-client questions any hour so no lead waits until the next business day.

Works with the tools you already run

Connect your CRM, calendar, phones, and inbox. Your team keeps the stack they love.

Follow Up Boss logo
HubSpot logo
Salesforce logo
ActiveCampaign logo
Google Calendar logo
Slack logo
Stripe logo
Zapier logo
Mailchimp logo
Plus 60+ more
See all integrations →

Stand up your Professional Services team today

Launch your first Oppy in minutes. No code, no new headcount, no missed leads.

Set up your Oppy first. Pick a plan when you’re ready.

Winner, RISMedia Tech Showdown · Finalist, Inman Connect NYC Pitch Battle