For accountants, insurance agents & financial advisors

Qualify inbound interest and book the consult while they're ready.

Your time is your product, so you can't spend it answering every inquiry or chasing paperwork. ReachSpark's digital workers screen inbound interest, book qualified consultations, and handle routine client questions — so you focus on the work only you can do.

  • Inbound inquiries answered promptly and screened before your calendar
  • Qualified prospects booked into consultations automatically
  • Routine client questions and document requests handled around the clock
24/7/365
Always answering — nights, weekends, and holidays included.
8,760hrs/yr
Of coverage per worker. One full-time hire covers about 2,080.
$50k+/yr
The real cost of one front-office hire, before recruiting and turnover.
BLS: Receptionists
Seconds
To answer, qualify, and follow up — not hours or “next business day.”
Workflows we automate

One lead, handled end to end.

Each step below runs on its own — your workers pick up the call, book the job, chase the follow-up, and earn the review, so nothing slips while you're busy on the work itself.

STEP 01

Answer & qualify

The AI Receptionist responds to inquiries in your firm's voice and the Sales Intake Worker screens for fit, service need, and readiness.

STEP 02

Book qualified consults

The Booking Agent puts only qualified prospects onto your calendar and confirms them, protecting your billable time.

STEP 03

Serve existing clients

The Customer Support Worker handles routine questions, status checks, and document requests so clients feel looked after year-round.

STEP 04

Re-engage & report

The Lead Follow-Up Worker keeps warm prospects moving; the Monthly ROI Report Agent shows exactly what your workers delivered.

Workers to install

The workers we'd install for Professional Services.

Every ReachSpark worker is built for your business, connected to your tools, secured with clear limits, and managed by our team. Start with one, or install the whole crew.

Phones

AI Receptionist

Answers every call and text, day or night, in your brand voice — captures the details and never lets a missed call become a lost customer.

Sales

Sales Intake Worker

Qualifies inbound interest, gathers what you need, and routes hot prospects to you while they're ready to buy.

Scheduling

Booking Agent

Books and confirms appointments straight onto your calendar, with reminders that cut no-shows — no back-and-forth.

Service

Customer Support Worker

Answers common questions across phone, text, email, and web chat — instantly, around the clock.

Reporting

Monthly ROI Report Agent

Builds a clear monthly report showing exactly what your workers booked, saved, and earned.

Need a worker for something else?

Don't see your job on the list? Our AI Solutions Architect scopes a custom digital worker for it — plus the right mix — in a short chat. No prices, no commitment.

Plan It With the AI Architect
What a hire really costs

Your First Digital Worker Costs Less Than Your Next Hire

Before wages, there are taxes, benefits, PTO, training, management time, and coverage gaps when someone is out or quits. That total cost adds up fast — especially for front-office roles that exist primarily to handle repetitive, high-volume contact work.

Receptionist-style work
~$4,400/mo

BLS median receptionist pay is $37,230/yr ($17.90/hr, May 2024). With the BLS private-industry mix (wages 69.9% / benefits 30.1%), that is roughly $4,400/month wage-plus-benefit — before recruiting, training, and turnover.

BLS: Receptionists
Customer support-style work
~$5,100/mo

BLS median customer-service-rep pay is $42,830/yr ($20.59/hr, May 2024). Same compensation mix → roughly $5,100/month wage-plus-benefit before hiring, supervision, and replacement costs.

BLS: Customer Service Reps
ReachSpark digital worker
A fraction

A digital worker doesn't replace every human function — it absorbs the repetitive front-office work that forces many local businesses to hire earlier than they want. Answer, qualify, book, follow up, update, remind, and report — at a fraction of the cost of a full-time W-2 role.

A qualified assistant to screen inquiries and manage clients runs $50k+/yr. Digital workers qualify, book, and support around the clock — for a fraction, so your time stays on billable work.

The costs that never show up on the offer letter
Recruiting & interviewing timeOnboarding & training rampPayroll taxes & benefitsPTO, sick days & holiday coverageManagement & supervisionTurnover & re-hiring when they leave
Connected tools

Your workers run inside the tools you already use.

We connect each worker to your existing stack, so the work actually lands — calls answered, bookings on your calendar, contacts in your CRM, reviews requested automatically.

Phone
SMS
Email
Calendar
CRM
Why a digital worker beats a new hire

The advantages add up fast.

Responds in seconds

The first business to reply usually wins the job. Your worker always replies first — call, text, chat, or email.

Works 24/7/365

Nights, weekends, and holidays. No PTO, no sick days, no coverage gaps when someone is out.

Handles any volume

One conversation or a hundred at once — nobody waits on hold and no lead sits in a queue.

Never misses a lead

Every call answered, every form followed up, every cold lead chased before it books elsewhere.

Governed and secure

Approval gates, least-privilege tool access, human handoff, and a full audit trail on every action.

Fully managed

We build it, secure it, connect it to your tools, and run it. No prompts, no setup, no AI skills needed.

Get started

Put a Digital Worker to work for Professional Services.

We build it. We secure it. We connect it. We manage it. You get the work done.

No AI skills required. Questions? Email kim@reachspark.ai