Marketing for US accountants, attorneys, and real estate agents.
Karl handles the first-touch inquiries 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 inquiries, qualifying the prospect, sending the calendar 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 (work type, urgency, budget), books straight to the right person's calendar, and pushes a next-day follow-up if the prospect ghosts.
Every client inquiry, qualified before booking.
Karl is the AI receptionist for professional services firms — trained on US conventions, handles first-touch inquiries with the discovery-led tone senior people use themselves, captures the brief (work type, urgency, budget), books into the right calendar, and stays inside state bar advertising rules and AICPA tone constraints by default.
- +Discovery-gated booking — only books prospects that fit the firm
- +Phrasing that respects state bar advertising rules and AICPA standards
- +Captures work type, urgency, and budget 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 enquiry, 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 calendar.
Karl qualifies the inquiry before booking — type of work, fee expectation, urgency — so the team only meets prospects that fit the firm.
Bar- and AICPA-aware tone.
Karl is trained on US professional-services conventions — no fee claims that breach state bar advertising rules, no comparative-pricing slips, no advice that should sit with a licensed professional.
Client-area handoff.
Karl captures the brief and routes it to the right person with a full summary — name, work type, prior context, suggested budget. They pick up an already-qualified conversation.
Reviews + referrals where clients look.
Post-engagement, Karl requests a review at the moment the client is most likely to say yes — Google for everyone, Avvo for attorneys, Zillow for real estate agents. Volume + recency lifts the firm on local search.
Hours back for the partner.
Small firms lose hours every week to first-touch admin. Karl moves that to zero — those hours land back in billable work.
After-hours coverage.
Many of the highest-value inquiries come in evenings, weekends, and the depths of tax season — when the office is dark or buried. Karl picks up at 9 pm, books the calendar 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.