Enquiries arrive while you’re billing
The prospect doesn’t wait.
Prospects call during client meetings — and in busy season, during everything. The callback list grows; the prospect doesn’t wait.
For law, accounting & insurance
Every enquiry answered like it’s your only client.
The short answer
Loving Idea builds practices a website and an AI assistant that captures enquiries and books consults around the clock.
One-time: website from $1,000, assistant from $800.
The three bottlenecks in every busy practice
Intake is the same ten questions
Asked again at the consult.
Name, matter, deadline, how they found you — typed into email threads, then asked again at the consult.
Document-chasing eats admin days
Your team is the reminder.
The file can’t move until the client sends the paperwork — and someone on your team is the human reminder.
The system
Watch one call book itself.
Without · after hours
- Missed · 7:42
- Missed · 8:05
- Missed · 8:36
0 consults · 3 lost
With · same night
- Booked · 7:42
- Booked · 8:05
- Booked · 8:36
3 consults · 0 lost
In one evening after the office closes: without an assistant, three enquiries go unanswered. With one, three consults are booked with intake done and no enquiry is lost.
One evening enquiry — watch intake finish before you’re in.
Consult booked, intake doneThu 9:00 AM
small business accountant near me
Hartwell AccountingConsult
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
Thu · 9:00 AMNew client · corporate year-end · intake attached
The document chase
Checklist sent — 7 items for the year-end. 2 received already; reminders handle the rest.
- Website· one-time buildThey find a practice that answers
- AI Assistant· one-time buildIntake on the spot
- Automation· one-time, per workflowDocuments arrive
Thursday, 9 AM: a booked consult with the intake sheet already filled in.
$1,300 to $3,000, one-time.
Website from $1,000, intake assistant from $800, document-chase automation from $500. One system from $2,000.
See all published pricingWhat moves the price
- How structured your intake is — flow vs. questionnaire
- Document-chase workflows — each quoted fixed, from $500
- After-hours coverage, if you add the receptionist (from $299/mo)
Questions law, accounting & insurance actually ask.
Is client information kept confidential?It stays inside accounts you own.
It stays inside accounts you own and is used only for intake and scheduling. Before you sign, we put in writing how AI-training settings are configured on every provider in your build. Canadian privacy law (PIPEDA) guides how every build handles personal information.
Can the assistant give legal or tax advice?No.
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.
Will it embarrass us with a wrong answer?Only answers from content you approved.
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.
We already have a website — does that matter?Nothing here requires starting over.
Then we start where it hurts: the intake assistant and document-chase automation work with the site you have. Nothing here requires starting over.
Tell us what you run.
One conversation is enough to scope it.
15 minutes to scope · one fixed quote · replies within 1 business day