Marketing for UK accountants, solicitors, and estate agents.
Karl handles the first-touch enquiries while you focus on client work — books discovery calls, qualifies the lead, and runs reputation in the background.
Client intake without the partner-time tax.
Professional services firms lose hours each week to first-touch admin — fielding enquiries, qualifying the prospect, sending the diary link, chasing the no-show. Karl handles all of it. Replies to every web chat, WhatsApp message, and form submission with a discovery-led conversation, captures the brief (matter type, urgency, fee bracket), books straight to the partner's calendar, and pushes a Day-1 follow-up if the prospect ghosts.
Every client enquiry, qualified before booking.
Karl is the AI receptionist for professional services firms — trained on UK conventions, handles first-touch enquiries with the discovery-led tone partners use themselves, captures the brief (matter type, urgency, fee bracket), books into the partner's diary, and follows SRA / ICAEW / ACCA tone constraints by default.
- +Discovery-gated booking — only books prospects that fit the practice
- +SRA Transparency Rules and ACCA-compliant phrasing
- +Captures matter type, urgency, and fee bracket on first contact
Win the bookings your competitors miss.
Karl runs it all as one integrated system. The Receptionist answers messages, the Reputation Specialist runs reviews, listings stay clean across 30+ directories, and managed services handle social, blog, SEO, and website work — with every conversation writing into a shared AI CRM that knows your customers.
Speed is the new differentiator.
The business that replies first usually wins the booking. Karl picks up every message in seconds — across web chat, WhatsApp, Messenger, Instagram DMs, and email — qualifies the inquiry, books the slot, and confirms it. Professional services businesses lose more revenue to slow first-response than to bad service. Karl moves first-response to zero.
Reviews lift you above the competition.
Google's local-pack rank is dominated by review volume and recency. Every 5★ review you collect lifts you above professional services competitors and signals trust to the customer comparing three options. Karl's Reputation Specialist requests reviews at the right post-visit moment, drafts replies in your tone, and flags negatives to you before they fester.
Listings used to be SEO chores. Then AI happened.
ChatGPT, Google AI Overviews, and Perplexity now cite local businesses by name when answering "best professional services firms near me" — and they pull that authority from the same place your old SEO did: clean listings, consistent NAP data, recent reviews. The businesses that maintained their listings ranked first 10 years ago. They're getting cited first now. Karl pushes your details to 30+ directories and keeps them in lockstep.
One integrated system. Not a stack of different tools.
Customer communication, AI CRM, reviews, listings, social, blog, SEO, website — every layer Karl runs is built to talk to every other. The Receptionist's tone trains your review replies. Your booking patterns shape your social cadence. Your listings feed your local SEO rank. That's what makes Karl work better than any stack of disconnected tools — every part of the system is designed to make every other part stronger. One team, one bill, one inbox, one operating system.
Some of the jobs Karl does for you.
A snapshot of how the workforce shows up day-to-day for professional services firms — not a complete inventory. Karl handles anything in the marketing operations layer.
Discovery before the diary.
Karl qualifies the matter before booking — type of work, fee expectation, urgency — so the partner only meets prospects that fit the practice.
ICAEW / SRA-compliant tone.
Karl is trained on UK professional-services conventions — no fee claims that breach SRA Transparency Rules, no ACCA comparative-pricing slips, no advice that should sit with a regulated person.
Client-area handoff.
Karl captures the brief and routes to the partner with a full summary — name, matter, prior context, suggested fee bracket. The partner picks up an already-qualified conversation.
Reviews + referrals on Google + Trustpilot.
Post-engagement, Karl requests a review at the moment the client is most likely to say yes. Higher review volume + recency lifts the firm on local search.
Hours back for the partner.
Typical small-practice partners spend 4-8 hours a week on first-touch admin. Karl moves that to zero — those hours land back in chargeable work.
Out-of-hours coverage.
70% of high-net-worth enquiries come in evenings and weekends — when partners are off the clock. Karl picks up at 9 pm, books the diary slot for Tuesday morning.
Show up where customers look
Capture and convert more inbound
Run the whole marketing function
Pick the AI employees and managed services that fit your business. We put the plan together.
You're hiring an employee. Marketing compounds over time — give Karl the runway.
Flat $349 for every plan. Covers onboarding, brand training, account setup, and channel activation.
Pick your specific business type.
Not sure which scope fits?
Three quick ways to figure out the right starting point for your business.
Book a 30-minute walkthrough.
Sit with a Karl specialist. Walk through your business and get a tailored recommendation. No commitment.
Book a call →Run a free Business Snapshot.
Karl audits your online presence and emails the report. No demo, no call, no commitment.
Get the Snapshot →Questions, answered.
The common ones. If yours isn't here, drop us a line.