In professional services, the people best placed to answer an enquiry are the people whose time you bill. The result is that new business enquiries wait, and existing clients ask process questions that a partner ends up answering at 8pm. Bookbag is an AI agent that answers scope, process, fee-structure and deadline questions from your own material, qualifies and captures new enquiries, and books consultations — escalating anything that would constitute advice to a named person.
The support challenges in professional services
Billable people answering unbillable questions
Fee structures, engagement steps, document checklists and deadlines get answered by the people whose hours you sell.
New enquiries arrive outside office hours
A prospective client researching in the evening sends an enquiry, and by the time anyone replies they have spoken to two competitors.
Intake and qualification are manual
Working out whether an enquiry is in scope, in jurisdiction and worth a consultation takes a call that someone has to schedule.
Nothing may drift into advice
A generic assistant that answers a legal, tax or regulatory question directly is a professional risk, not a time-saver.
How Bookbag helps
Scope, process and fee questions answered
The agent answers from your own service pages, engagement terms and FAQs — what you handle, how engagements run, what a fixed fee covers.
Enquiries qualified before they reach a partner
The collect-lead skill captures matter type, jurisdiction, timescale and budget, so the first human conversation starts from something useful.
Consultations booked in the conversation
The book-a-meeting skill offers real availability and confirms the appointment while the prospective client is still on your site.
A hard boundary around advice
Anything that would require professional judgement is escalated to a named person with the full thread, rather than answered by the agent.
Client admin without an email chain
Document checklists, deadline reminders, billing questions and who-to-contact enquiries are handled without a fee earner touching them.
Slack for your own team as well as clients
The same agent answers internal questions about process, templates and precedent in Slack, using the same imported knowledge.
Questions Bookbag answers automatically
Frequently Asked Questions
Related industries
AI customer support for professional services
Join the ecommerce teams resolving more tickets, answering 24/7, and turning support into a revenue channel with Bookbag.