Enquiries arrive while you’re billing
Prospects call during client meetings — and in busy season, during everything. The callback list grows; the prospect doesn’t wait.
For law, accounting & insurance
The short answer
Loving Idea builds law firms, accounting practices and insurance brokers a credible website, an AI assistant that captures enquiries with the right intake details around the clock, and automation that chases client documents so your staff doesn’t.
Websites and assistants are one-time builds (from $1,000 and $800); client information stays in systems you own.
Sound familiar?
Prospects call during client meetings — and in busy season, during everything. The callback list grows; the prospect doesn’t wait.
Name, matter, deadline, how they found you — typed into email threads, then asked again at the consult.
The file can’t move until the client sends the paperwork — and someone on your team is the human reminder.
The system
Wednesday, 7:40 PM. A prospect finally has time to look for help.
One evening enquiry — watch intake finish before you’re in.
Clear services in plain language and a real path to a consult — not a contact form into the void.
ProspectI’m behind on my corporate year-end — March. Can you take this on?
Your assistantThat’s exactly what the team handles. Two quick questions so the consult is useful: incorporated or sole prop? And do you have last year’s return handy?
ProspectIncorporated — and yes, I’ve got it.
The assistant asks the intake questions you chose, flags urgency and key details, and books the consult slot.
Your consult calendar
The document chase
Checklist sent — 7 items for the year-end. 2 received already; reminders handle the rest.
Thursday, 9 AM: a booked consult with the intake sheet already filled in.
What it costs
Start with the piece that hurts — intake assistant, document-chase automation, or the site — or build them as one system from $2,000.
See all published pricingWhat moves the price
FAQ
It stays inside accounts you own, is used only for intake and scheduling, and is never used to train AI models. Canadian privacy law (PIPEDA) guides how every build handles personal information.
No. It answers questions about your practice — services, process, what to bring — and books the consult. Advice stays with the professionals; that boundary is built in, not bolted on.
It only answers from content you approved and declines gracefully otherwise. You review everything it can say before it goes live, and can change it anytime.
Then we start where it hurts: the intake assistant and document-chase automation work with the site you have. Nothing here requires starting over.
15 minutes to scope · one fixed quote · replies within 1 business day