ZipTier for Professional Services

Every Hour on Intake Is an Hour Not Billed

A business owner with a tax deadline, or a family with a legal problem, finds your firm at 9pm, has three questions, and calls whichever firm answers first in the morning. ZipTier answers from your practice pages, screens for fit and urgency, filters the spam and the never-a-clients, and books qualified consultations straight into the right professional's calendar. Your expertise stays on billable work; your intake runs itself.

Live in minutes · Compliance-safe by design · Free to start
Harwood & Frey Assistant
I'm selling my business next year and need help with tax structuring. Do you handle that, and what does an initial consultation cost?
9:32 PM
Yes. Exit and transaction tax planning is one of our core practices, and timing matters: structuring a year ahead is exactly right. The initial consultation is complimentary. Shall I find you a slot with one of our transaction partners this week?
Book a consultation
AI can make mistakesPowered by ZipTier
Hands taking notes beside a laptop and paperwork on a desk

Trust Is Decided Before the First Call

Prospective clients judge responsiveness as a proxy for how you will treat them as a client. ZipTier answers from your practice pages in seconds, screens fit and urgency, and books the consultation, while your professionals stay on billable work.

The Intake Leak

Three Problems Endemic to Professional Services

These gaps quietly send prospective clients to whichever firm answers first.

01

Intake competes with billable work and loses

The person qualified to answer a prospect's question is billing $300+/hour on client work. Inquiries wait, and prospects with urgent matters don't.

02

Most inquiries were never going to be clients

Wrong practice area, wrong jurisdiction, no budget, solicitations. A large share of inbound is noise, and someone senior pays the filtering cost.

03

Trust is decided before the first call

Prospects judge responsiveness as a proxy for how you'll treat them as a client. Slow, generic intake tells them everything, before you've said a word.

The Evidence

The Research Is Clear: Responsiveness Wins Clients

Independent research on how firms handle inquiries shows why an always-on intake assistant is where engagements are won or lost.

33%

Only a third of law firms replied at all when a researcher emailed 500 of them, down from 40% five years earlier.

Source: Clio Legal Trends Report, 2024 secret-shopper study
48%

Were effectively unreachable by phone in the same study. Half the profession loses the matter before anyone reads the file.

Source: Clio Legal Trends Report, 2024 secret-shopper study
Auto

Firms using AI-assisted intake report near-fully-automated client acquisition from first contact to booked meeting. Clients assumed it was the front desk.

Source: Smith.ai case studies
38%

Is the average law firm utilization rate: just 3.0 billable hours in an eight-hour day. Intake and admin absorb the rest.

Source: Clio Legal Trends Report, 2025

Prospective clients expect a prompt, specific response, and read silence as a verdict. ZipTier answers in seconds from your own pages and keeps billable hours billable.

Client Journey

Guiding Prospective Clients From First Click to Consultation

ZipTier supports prospective clients at every stage of choosing a firm, and captures fit and urgency before any professional's time is spent.

A statue of the scales of justice
1
Match

“Do you do what I need?”

Answer practice-area and jurisdiction questions instantly, so the right matters stay and the wrong ones self-select out.

Common Questions Answered
  • Do you handle [practice area / service]?
  • Do you work with clients in my state or industry?
  • Have you handled situations like mine?
  • Do you work with businesses my size?
  • Is my matter something you would take on?
Two people reviewing a document folder together
2
Trust

“Are you the right firm?”

Handle fee, credential, and confidentiality questions from your own pages, with nuance escalated to a human.

Common Questions Answered
  • How do your fees work: hourly, fixed, retainer?
  • What does a typical engagement cost?
  • Who would actually work on my matter?
  • What are your credentials and specializations?
  • Is the initial consultation free? Is this conversation confidential?
A person signing paperwork on a desk, seen from above
3
Engage

“How do we start?”

Book the consultation with the right partner, pre-screened for practice area, jurisdiction, and timeline.

Common Questions Answered
  • How soon can I meet someone?
  • What should I prepare or bring?
  • How long does a matter like mine take?
  • Can you take something urgent this week?
  • What happens after the first consultation?
Built for Partners & Principals

Everything You Need to Book More Consultations

Screen fit and urgency, filter the noise, and route consultations to the right professional's calendar.

Built for Compliance

Never gives legal or tax advice. Answers only about the firm's services and process, and escalates nuance to a human. The page's trust anchor.

Fit & Urgency Screening

Practice-area match, jurisdiction, timeline, and conflict-check basics captured before any professional's time is spent.

Consultations by Practice Area

Routed to the right partner's calendar, warm and pre-screened.

Your Front Desk, With Perfect Recall

Accurate answers from your own pages, any hour. Clients assume it is your front desk.

Trained on Your Practice Pages

Service pages, FAQs and fee structure. Live before the next inquiry arrives, with no IT project.

Conflict-Check Basics Up Front

Parties, jurisdiction and matter type captured in the conversation, so intake starts with the file half built.

See What Prospective Clients Ask

Which practice areas draw demand and which questions stall people, so marketing spend follows real intent.

Straight Into Your Intake System

Screened enquiries export with a full transcript, ready for the matter file.

Capture at Seminars and Clinics

Speaking engagements, webinars and legal clinics become scored enquiries instead of a stack of business cards.

Inside the Lead Record

The Consultation Arrives Pre-Screened

Your partner opens one record and already knows the matter, the jurisdiction, the timeline, and that it is worth the hour. The misfits never reach the calendar.

Lead Details
Contact Information
Name
Robert Ellison
Email
rob@ellisonmfg.com
Job Title
Owner
Company
Ellison Manufacturing
Matter Type
Exit & tax planning
Jurisdiction
Ohio, US
Lead Score
High
Intent Signals
ConsultationExit planning
Chat Summary
Planning to sell the business next year. Asked whether the firm handles exit and transaction tax structuring, what an initial consultation costs, and who would actually work on the matter.
Meeting Status
Booked consultation
Lead Details
Sessions
2
First Visit
Nov 12
Last Visit
Nov 13
Activity Time
10 min
First-touch attribution
Referrer
https://www.google.com
Device
desktop · Windows
UTM Campaign
exit_tax_planning
UTM Source / Medium
google / organic
Country
US
Region
OH
from first contact · Nov 12
User session timeline↓ newest first · forward-only
Session 2Nov 13, 9:32 PM · 5m 15s · desktop / Windows
Arrived via direct · no referrer · 3 pages this session
/services/tax-planning2m 20s/team1m 30s/book-a-consultation1m 25s
Session 1Nov 12, 7:48 PM · 4m 45s · desktop / Windows
Arrived via https://www.google.com · 3 pages this session
/services1m 40s/industries/manufacturing1m 35s/insights/selling-a-business1m 30s
Example lead record in ZipTier. Details are illustrative.
Screened before an hour is spent

Practice area, jurisdiction and timeline captured up front, so wrong-state and wrong-matter enquiries self-select out before intake.

The matter, in plain language

Selling the business next year, exit and transaction structuring. A partner reads it in ten seconds and knows whether to take the call.

Answered at 9:32pm, not Tuesday

Both visits were after hours. The firm that responds first usually gets the engagement, and nobody on staff was awake for either.

What they read before enquiring

Your tax planning page, the manufacturing industry page, then an article on selling a business. The pitch is already written.

What You Get with ZipTier
End-to-end
Intake from first contact to booked consultation
0 hrs
Spent on spam and misfits
24/7
Responsiveness that signals care
10 min
To launch
Directional outcomes based on ZipTier deployments. Results vary by practice and traffic.

Keep Billable Hours Billable

Give every prospective client an instant, careful response and give your professionals qualified consultations only. Get started free, or talk to us about your intake.