Montréal-based · Bilingual · Law 25 · PIPEDA · CASL · CRTC · TCPA · AMF(418) 425-4348Book a callTrust CenterFrançais

Follow-up for firms whose experts are too busy to make the calls.

Accounting, legal, consulting and other firms use us to follow up on inquiries and book consultations, so their professionals can stay focused on billable work.

Common problems

  • Inquiries that wait days for a reply
  • Partners doing their own follow-up
  • Seasonal peaks, like tax season
  • No consistent intake process

How we help

  • Fast follow-up on new inquiries
  • Basic intake using your questions
  • Consultations booked with the right person
  • Extra coverage during busy seasons
  • Confidential, bilingual service

How it works

How it works

1

Inquiry

Form, call or referral.

2

Follow-up

We reach out and ask your intake questions.

3

Route

We match them with the right professional.

4

Book

The consultation goes in their calendar.

“They quickly put in place an exceptional lead handling and cultivation process that had a significant impact on our overall close ratio. Our team of brokers loved working with them.”
Steve Livingstone
CEO, aha insurance

Common questions

Can you handle confidential matters?

Our agents only collect intake details and follow your confidentiality rules.

Can you scale for tax season?

Yes. Add agents for those weeks and scale back after.

Do you work with small firms?

Yes. Tell us your volume and we’ll suggest the right setup.

Want to see what this could look like for you?

Book 30 minutes. We'll look at your setup and tell you honestly where we can help.