Getting started is simple.
In most cases, you're live within a week.
1. Discovery Call
We learn about your practice areas, intake criteria and the boundaries you need enforced.
2. Setup & Training
We configure your AI agent with your services, fees, qualification questions and guardrails.
3. Go Live
Your AI agent starts answering and booking immediately — you approve it first.
4. Optimize
We monitor, learn and improve based on real conversations.
Common Questions
Do I need to be technical to use ClientCloser?
No. Onboarding is handled for you — you share your practice areas, fees and intake rules once, and we take care of the setup, the channel connections and the calendar sync.
Will it give legal, tax or financial advice?
No. That boundary is configured before launch, not left to chance. It handles intake — what you do, how you work, and when you're available — and escalates anything requiring professional judgment to a licensed member of your team. It states plainly that no professional relationship is formed by the conversation.
How does it handle conflicts of interest?
It collects the party and entity names your conflicts process needs as part of the normal conversation and flags a potential match against your criteria rather than offering a time. The clearance decision always stays with your firm.
Can I customize the agent to sound like my firm?
Yes. You set the tone, the phrases it uses, the fee ranges it can quote and the claims it can't make before it goes live — so it reads like a member of your team.
What if a prospect needs to speak with a person?
ClientCloser hands the conversation to your team — capturing the question and contact details — and is built to escalate immediately when a conversation needs a professional.