Winner CES 2026 · ISE 2026 · TMCnet 2026

AI Phone for Consulting Firms. A consulting firm answering service that books discovery calls

AI Phone is a consulting firm answering service that picks up the main line on the first ring, during client workshops, on travel days and after the office closes. It tells a prospect from a client, a procurement officer or a journalist, asks your intake questions and books the discovery call, or rings the partner you named and says who is calling first.

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Zanus AI · AI Phone · Messages
Consulting firm answering service: messages callers dictated, each written out for its partner, real Zanus AI screen

Messages

A prospect's request, a procurement deadline, a client's question: each message is written out for the person it concerns, with Call back, Heard and Done.

Easy setupSet up everything just by talking to Lisa AISee how ›

You“Prospects book discovery calls; journalists and unhappy clients ring the managing partner first.”

Lisa“Prospects will be offered discovery slots, and journalists and unhappy clients will ring the managing partner before anyone else. Apply?”

You talk. Lisa sets it up. Applied only on your yes.

How Consulting Firms use it

1

A referred chief financial officer calls while both partners facilitate a workshop; the AI asks her sector and timing, then books Thursday's discovery call.

2

A procurement officer calls about a bid deadline; the AI files the question and his callback number for the bid owner, read back digit by digit.

3

A journalist asks whether a named bank is a client; a never rule keeps the AI silent on it and the call rings the managing partner.

REAL AI - the whole Front Office is AI, not old software with an AI button.

What’s included

  • Keep your number: forward your existing line to your Front Office line and the AI answers immediately, no porting needed. Port the number in when you decide; we handle it with the carrier
  • A local number in your area, or your own number ported in
  • Answers on the first ring, 24/7, 365; your business hours only decide when people are reachable
  • Human-like voice: you choose the voice and the persona per function, greeting, sales, support, booking, callbacks
  • Receptionist style, no phone menu: the caller just talks in any of 40 languages; the AI detects the language on the first sentence and switches the whole call
  • Departments you define, sales, support, booking, billing, technical…, each with its own policy: AI first, operator first, or AI only; each with its own AI specialist when no human is free
  • Directory of your operators with per-day working hours, languages, the nicknames callers use, vacations and temp-worker expiry
  • Transfers announce the caller and the reason; your person accepts before the call is connected; the call is pulled back before a mobile voicemail can swallow it
  • Language routing: a Spanish-speaking caller reaches your Spanish-speaking operator first
  • Hold music with spoken updates; when a person is unavailable the AI says the honest line you wrote for that time of day
  • Takes messages with the callback number read back and confirmed, delivered to that person's own inbox
  • Books appointments live from your calendar during the call; captures the e-mail letter by letter; saves the lead
  • Every fact from your approved knowledge, prices only from your catalog; with no source it says so and offers a person
  • Robocalls and telemarketers get one polite goodbye and stay away from your team
  • Off hours your way: full AI service, take-a-message only, or voicemail; holidays and special closures with the message you write
  • Every call transcribed into the customer's record with a summary; call log with transcripts, exportable; the morning briefing reads it for you

On every call

What the consulting firm answering service does on each call

First ring, no menu

Callers explain what they need in their own words; there is no list of options to sit through before a voice greets them with the firm's name.

Prospect, client or procurement

The AI asks why they are calling and routes by reason: new inquiries to business development, clients to their engagement lead, bid questions to the bid owner.

Intake questions asked

Sector, the problem in their words, timing and how they heard of the firm are asked and written on the prospect's record before a partner calls back.

Messages that reach the partner

The callback number is read back digit by digit and the message is filed for the right person, even one dictated just before the caller hung up.

Set-up

After hours answering for consultants, set in 2 minutes

1

Lisa reads the website

Your service lines, sectors and team pages become the answers, and Lisa asks which partner covers what and when each can be reached.

2

Forward the main line

Forward the firm's number and the AI answers from that moment; there is nothing to install and the carrier stays the same.

3

Pick the evening rules

Full AI service, messages only or voicemail for evenings, weekends and firm holidays, chosen one department at a time.

4

Listen for a week

Seven free days on your own line with no credit card, then read the report of every call it answered, booked or passed to a partner.

Questions & answers

AI Phone for Consulting Firms: questions & answers

Is an AI answering service for consulting firms worth it for a small consultancy?

Yes, when the people who answer the phone are the same people who run workshops and travel to clients. AI Phone takes the calls those hours would miss, answers from your approved pages, books discovery calls and writes each call down with its transcript and summary.

Does it cover after hours answering for consultants?

Yes. The AI picks up around the clock, and your opening hours set only when a partner or coordinator can take the call. Outside them each department runs full AI service, takes messages only or goes to voicemail, and on a firm holiday callers hear the message you wrote for that day.

How does a client's call reach the engagement lead?

Calls for an engagement lead ring her computer, the phone app or her mobile in the order she set, and the AI tells her who is calling and why before connecting. If she cannot pick up, the caller hears the line you prepared and leaves a message.

What does the AI say when a caller asks about day rates?

Only what your approved pages publish, such as a standard workshop package, followed by the offer of a discovery call. Rates the firm has not published are never quoted, and scope is agreed only by the partner on that call.

Can the firm keep its current phone number?

Yes. Forward the line and call answering for consultancies starts at once, with no porting and no new phone system. Callers who already have the number reach the same line, and a new local number is available if a practice wants its own.

Keep exploring

Where next?

Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Consulting Firms ›

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.

Awards & trade shows ›
TMCnet Enterprise AI Product of the Year 2026
Visitors meeting Zanus AI live at a 2026 trade show
Hands-on with the Zanus AI demo at a 2026 technology trade show

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Or call +1 (954) 736-3939 — the AI answers.