AI Auto-Call for Consulting Firms. Kickoffs scheduled and signatures chased by phone.
AI Auto-Call places the outbound calls a firm's coordinator spends mornings on: the reminder that a proposal is ready for signature, the call to schedule a project kickoff, the confirmation of tomorrow's workshop with the client's team. Consent and calling-hours rules decide when it dials, in the client's time zone; unanswered calls are retried, then followed by an e-mail.
TRY AI AUTO-CALL FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install
You talk. Lisa sets it up.
You“Call clients only between 9 and 5 their time, two attempts, then e-mail.”
Lisa“Done: outbound calls now go out 9 to 5 in each client's local time, two attempts, then an e-mail. Should kickoff calls offer three slots?”
Any setting, in any module · applied only on your yes
How Consulting Firms use it
The AI calls a client sponsor to say the engagement proposal is ready for signature and the link is in her inbox.
After signature, the AI calls the client's project lead to agree a kickoff slot and books it with the engagement team.
Workshop participants get a call the day before confirming the room and start time, and a cancellation is flagged to the partner.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Outbound calls by the AI: appointment reminders, notices, confirmations, callbacks
- Consent and calling-hours rules; retries and an e-mail fallback when nobody answers
- Every outcome recorded on the register and on the customer's record; a person alerted when needed
Add it to AI Phone or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI Auto-Call does, for every business ›
Works withAI PhoneAI BookingAI QuotingAI Tickets
Questions & answers
AI Auto-Call for Consulting Firms: questions & answers
Can an AI call clients to schedule a project kickoff?
Yes. AI Auto-Call phones the client contact, offers free slots from the engagement team's calendars and books the kickoff. Calling-hours and consent rules apply, and every outcome is written on the client's record.
Will the AI call clients at the wrong hour in another country?
No. Calling-hours rules apply in the client's local time, so a client in Singapore is not called at a Chicago morning hour. Unanswered calls are retried within the allowed window, then an e-mail is sent.
What if the client wants to discuss scope on the call?
The AI does not discuss it. It records the request, alerts the engagement lead and tells the client when a person will call back. Scope, fees and terms stay with the partner.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Consulting Firms ›
Answers & books
Sells
Helps your team
Included
Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
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