Industries · Professional services
AI intake, websites and automation for professional services
Deca Digital builds AI intake assistants, websites and automation for law firms, accountants, insurance agencies and consultants. The assistant answers the questions prospects ask before they commit, collects the intake details you need, routes the matter to the right person and books the consultation; automation keeps engagements and renewals moving. Based in Celina, Texas, working with firms in Frisco, Prosper, McKinney and North Texas.
What your customers ask
The questions that arrive after hours
These are the questions professional services answer by hand every day, and the ones that go unanswered at night and on weekends. Each has a correct answer that only you know. An assistant trained on your answers gives it instantly.
- Do you handle my kind of case, return or policy?
- What does a consultation cost, and is the first one free?
- What documents should I bring?
- How long does this usually take?
- Can you give me a quote for coverage, bookkeeping, a project?
- Who at the firm should I talk to?
What the assistant handles
Answered, booked, handed off
- Practice-area, service and process questions from your own material
- Intake: the facts you need, collected in order, with conflicts or scope flags raised
- Routing to the right attorney, accountant or agent, with the consultation booked
- Document checklists sent before the meeting
- A summary in your CRM or practice tool, and a log of unanswered questions
What we build
Three things, worked through
Worked examples, not case studies: how each service applies to professional services.
AI intake assistant
Say a small law firm's intake form sits unread until morning and half the enquiries are outside its practice areas. The assistant asks what happened and when, checks it against the areas the firm handles, collects the names needed for a conflict check, and books a consultation with the right attorney. The rest are referred politely. No legal advice is given at any point.
Website
Service pages that answer the real questions (what it costs, how long it takes, what to bring), team pages that build trust, a clear way to book, and reviews shown where prospects look. Written so an AI engine can name you when someone asks for a CPA who works with contractors.
Automation
Engagement letters and document requests sent on booking, reminders for missing documents, renewal and deadline reminders for insurance and tax clients, review requests at the right moment, and a weekly list of open enquiries with no reply.
Where to start
What to automate first
In the order we recommend, by hours saved for effort spent. Most professional services start with the first item and add the rest over a few months.
- Intake and scheduling, so no enquiry waits until morning
- Document checklists and reminders, the biggest time sink in most firms
- Renewal and deadline reminders for recurring clients
- Service pages that answer cost and process questions plainly
Proof
What clients say
The Deca team worked with me every step along the way and made sure of every detail.
I was surprised by how many AI features the team was able to add to my app.
You guys helped me build my business from the ground up and followed through.
FAQ
Questions professional services ask us
Will the assistant give legal, tax or insurance advice?
No. It answers questions about your services and process, collects facts, and books the consultation. Anything that asks for advice is routed to a professional, and it says so.
How do you handle confidentiality?
The assistant collects only what intake needs, stores it in the system you choose, and we document what is kept and where. Conflict-check data is handled the way you specify. This is not legal advice on your own obligations.
Can it screen out matters we do not take?
Yes. You give it the practice areas, minimum engagement size or lines of coverage you handle, and it refers the rest politely, with a referral list if you provide one.
Does it work with our practice management or CRM?
Usually. We write the intake summary into the tool you use, or hand it over by email where integration is not possible, and confirm this before quoting.
Is this only for large firms?
No. Solo practitioners and small agencies get the most from it, because there is no receptionist to catch the enquiry during a meeting.
Free AI visibility check
Does AI recommend your business?
Tell us your business and website. We ask ChatGPT, Perplexity, Gemini and Google's AI the questions your customers ask, and send you a one-page report: how many answers named you, who was named instead, and the three fixes that matter most. No cost, no obligation.
Built for professional services. Based in North Texas.
Free discovery call, in person across Collin County or by video. A fixed quote before any work starts.
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