Shea AI LabsAnswer every new inquiry the same day.
Accountants, bookkeepers, consultants, agents and other local professionals live in their inbox. We build an assistant that drafts replies to new inquiries and asks the intake questions you would ask.
What a draft looks like
From Priya N.: Looking for help with small business taxes
Draft reply: Hi Priya, thanks for reaching out. We work with small businesses on tax preparation and planning. To point you to the right fit, could you tell me your business type and whether you have a bookkeeper? I can also offer a 20-minute intro call this week.
What it does for professional services
- Drafts first replies to new inquiries in your tone, with your service list and fees where you want them shown.
- Asks your standard intake questions so the first call starts further along.
- Handles scheduling requests and routine client questions.
- Does not give legal, tax or financial advice. Anything of that kind is flagged for you.
Common questions
Is client information safe?
Customer information is used only to run your assistant. We do not sell it or share it. Tell us what you need on the first call.
Can it give advice to clients?
No. It is built to refuse that and to pass such questions to you.
Does it replace my staff?
No. It drafts, and a person approves. It saves the first-pass typing.
See what it would do for your business
Book a free 30-minute call. If it is not a fit, I will tell you.