TideMerge Professional Services

AI systems for firms that sell time they cannot afford to waste

Professional firms lose money in two directions: the new-client call that reached a recording, and the partner hour spent discovering a caller was never a fit. We build the intake and screening systems that protect both ends.

A private client office set for a consultation
What we can do

Where AI is worth it in a professional firm

These four have the clearest payback. The free audit looks at the rest of the business and tells you what is worth building next — including when the answer is nothing.

After-hours and overflow intake

The 7 PM inquiry that would have reached voicemail gets a real screening conversation and a booked consultation.

Available now

Your intake script, run identically every time

The questions you would want asked, in your order, on the 7 PM call as reliably as the 10 AM one.

Configured for you

Existing-client questions handled

Routine status and process questions answered from your knowledge base, with anything substantive routed to a person.

Available now

Consultations booked on real availability

Right length for the matter type, onto the connected calendar.

Available now
Hear it in action

He does not know if this is even a case

He rings unsure whether he even has a problem a lawyer can help with. Notice what the receptionist refuses to do: no account of the facts, no opinion. It works out who he should see, books it, and says what to bring.

Professional Services Intake, routing and consultation booking
Calloway & Reed
0:00 0:58
  1. Caller

    Hi. I need to talk to somebody about. I got let go last month, and I don't think it was handled right. I don't even know if that's something you deal with.

  2. AI receptionist

    It is. Have you spoken with anyone here before, or is this the first time?

  3. Caller

    First time.

  4. AI receptionist

    I'm not going to take the details over the phone, that's a conversation for one of the attorneys. But two quick things so I put you with the right one. Was this a private employer?

  5. Caller

    Yeah. Private company, about four hundred people.

  6. AI receptionist

    And roughly when did it happen?

  7. Caller

    March eleventh.

  8. AI receptionist

    Alanna handles employment matters, and she'll want to look at the timing early rather than late. She has Wednesday at two, or Thursday at nine.

  9. Caller

    Wednesday's better for me.

  10. AI receptionist

    Two o'clock Wednesday, thirty minutes, no charge for it. Can I get your name and best number?

  11. Caller

    Owen Fitzgerald. Six one nine, five five five, oh eight one two.

  12. AI receptionist

    Thank you. If you have your offer letter, anything in writing from them, and the termination paperwork, bring it, or send it ahead. It makes the thirty minutes go a lot further.

  13. Caller

    Okay. Yeah, I've got most of that somewhere.

  14. AI receptionist

    That's everything then. Wednesday at two.

Talk to TideMerge about a professional firm

A free 30-minute conversation and a written audit: where the business leaks time and money, what each fix is worth, and what we would build first.

No professional advice, ever. It declines legal, tax, financial, and insurance advice explicitly and moves to booking. We design the handoff rather than papering over it.

Free 30-minute consultation and a written AI audit you keep either way.