LIVE DEMO — ADVISORY BOUTIQUES

Three partners, no front office. Until now.

A boutique’s brand is senior attention — but there is no one to answer the phone when all three partners are advising. The AI answers every inquiry with the discretion the work demands: describes the practice from approved materials only, captures the mandate’s outline, and books the partner call into a real calendar — in the caller’s language.

Get started

Free personal demo in your inbox in ~2 minutes · no sales call · built for YOUR firm

The confidential inquiry: acknowledged in minutes, outline captured, partner call booked discreetly.

One day with the AI

Three moments from a typical advisory firms front office — handled while your team does the human part.

7:55 AM · The board member’s early call

A director calls before market open about a sensitive governance matter. The AI captures the outline with the discretion your script sets, and books the first partner opening — no details pressed, no voicemail risked.

2:30 PM · The referred inquiry

“You were recommended to us.” The AI answers from your approved practice description, notes the referral source, and books the conversation the referral deserves — same day where the calendar allows.

9:10 PM · The cross-border question

An overseas executive writes at night in French about a transaction advisory need. Answered in French from approved materials; the partner call lands in both time zones’ working hours.

What it does for you

Every inquiry, senior-grade

Answered in minutes, 24/7, in up to 40 languages — with the measured tone your scripts define, never a chatbot’s cheer.

Discretion, engineered

The AI captures what your intake allows and presses for nothing more — sensitive matters route straight to a partner, transcript sealed in your tenant.

Partner time, protected

Only qualified mandates reach a calendar; the rest receive a courteous, on-brand response — by rules you set once.

Watch it answer with a boutique’s manners

The demo takes the sensitive governance call, honors a referral and books a cross-border partner conversation — configured for an advisory boutique. Your personal version, with your practice language and intake rules, arrives in about two minutes.

Your tone and discretion rules, followed exactly
Referral sources noted on every inquiry
Flat price — a front office for three partners

Asked in your callers’ own words

Real question types from this business — and what the AI does with each. Grounded in YOUR approved knowledge: no source, no claim.

“Can you help with a matter I’d rather not detail on the phone?”

Respects exactly that: captures the minimum your intake defines and books the partner conversation where details belong.

“Who would we actually be working with?”

Answers from your published team and practice materials — the boutique’s real promise, stated as you wrote it.

“What are your fees?”

Says precisely what your rules allow — your fee language or a deferral to the partner — never a number invented to keep a caller on the line.

Voicemail greets the prospect while everyone bills. Web forms sit unread until Friday. The Zanus AI front office ANSWERS — phone and chat, in the caller’s language, qualifies by YOUR rules, and books the discovery call into a real partner calendar.

Questions, answered

Our clients expect absolute confidentiality.

The AI captures only what your intake permits, answers only from approved materials, and every word stays in your isolated tenant — or fully on-premises on servers your firm owns.

Does an AI cheapen a high-touch brand?

Voicemail cheapens it more. The AI answers immediately, in your registers, and hands the relationship to a partner — the caller experiences responsiveness, not a bot.

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The Front Office answers. The Back Office executes.

This demo is the AI that answers — phone, chat, quotes, bookings. The work INSIDE your boutique — documents, tasks, procedures, automations — is Back Office AI, specialized for Professional Services & Consulting. Most companies run both: one AI answering, one AI executing.

Back Office for Professional Services & Consulting →Explore Back Office AI