---
title: "AI chatbot for accountants, solicitors and advisers — Dazza"
description: "For accountants, solicitors and consultants: Dazza answers prospects from your site, takes new-client enquiries, books consultations and routes client requests."
url: https://dazza.io/solutions/professional-services
---

# New clients in. Existing ones looked after.

Accountants, solicitors, consultants and advisers: prospects want to know what you do, what it costs and whether you can help. Dazza answers from your own site, takes new-client enquiries with the details you need, books consultations and routes existing clients’ requests. It answers from what you publish and hands over anything that needs professional advice.

- **Cited**: Fees and services from your site
- **Routed**: Matters by service and urgency
- **Verified**: Clients before anything personal
- **London**: Where your data is stored

## For the questions before the first meeting.

Fees, fit, documents and updates. Dazza answers from your site and gets each enquiry to the right person, ready for your own checks.

[See it in the demo](https://dazza.io/#demo)

## Ready on day one. Yours to change.

There’s no professional services set yet, but the studio templates fit closely. New project enquiry and Existing client request need little more than a rename.

### New client enquiry

New project enquiry, renamed, with your services and fee bands.

### Book a consultation

Book a call: your consultation calendar as a button.

### Existing client request

Requests from current clients, with “Project” renamed “Matter”.

### Fixed-fee quote

Request a quote, for work you price up front.

### Request a call back

For clients who’d rather talk.

### Work you don’t take

Decisions that signpost it politely.

## Matters you take, routed. The rest, signposted.

Rename New project enquiry as “New client enquiry” and make the service a choice. Decisions on it pick the next step: work you don’t do gets a polite signpost, urgent matters go to a person, and the rest land in your inbox, ready for your own checks.

- Services and fee bands as choices
- A polite signpost for work you don’t take
- Every enquiry confirmed by the prospect

[The New project enquiry template](https://dazza.io/templates/new-project-enquiry)

## Professional services, answered.

Anything else? [Ask us](https://dazza.io/contact).

### Will it give legal or financial advice?

No. Dazza answers from what you publish, such as your services, fees and guides, and hands over anything that needs professional judgement. Add guidance and topics to avoid to make the boundary clear.

### Can it run conflict checks?

No. It collects the details your team needs, such as the other party’s name if you add that detail, so your own checks can run before you reply.

### Is client data safe?

Workspace data is stored in London, encrypted in transit and at rest, and never used for training. Workflows about a client’s own matter can require them to verify first. See [security](https://dazza.io/security).

### Can it book into our practice software?

It shows a button to your booking page. To connect your practice software, a workflow can call its API (Scale and above).