Key takeaways
- Automate scheduling and basic intake, not advice.
- Confidentiality comes first: limit access and retention.
- Tell people clearly that an automated assistant is involved.
Intake is slow and repetitive
Prospective clients call, email and fill in forms, and staff retype the same details into practice or accounting software.
What can help
A structured intake that collects the basics, checks for conflicts using your own process, books a consultation and sends reminders and document requests.
Confidentiality and responsibility
Decide what data the assistant may see, where it is stored and who can review it. The assistant should not give legal or tax advice. Confirm your professional obligations with your regulator or adviser. See our technology page for how we approach security and the legal and accounting page for the workflow.
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