Create structured intake
Collect the same essential information before a professional reviews each new enquiry.
Haillo for Professional Services
Make new client enquiries easier to capture, qualify and route.
Haillo helps professional services businesses manage initial enquiries, capture structured information and route prospective clients to the right person without turning every enquiry into an administrative task.
Designed for administrative intake and routing, not professional or legal advice.
Voice
Web widget
SMS
Web widget
SMS
NEW CONVERSATION
“I’d like to speak to someone about a commercial contract.”
IntentCommercial services enquiry↓Agent stepCapture contact information↓Structured enquiry routed ✓
Sound familiar?
Every promising enquiry starts with administration.
Haillo makes the first interaction structured, responsive and easier for the right professional to continue.
- New enquiries arrive while professionals are with clients.
- Teams repeatedly explain the same service information.
- Initial calls produce incomplete notes.
Route to the right expertise
Use configured categories to send enquiries to the appropriate service area or person.
Protect professional capacity
Keep qualified people focused on client work while routine administration continues.
What Haillo can handle
An Agent for the conversations your team handles every day.
Start with one focused job. Give the Agent clear steps, approved information and the right point for a person to take over.
New client enquiries
Capture who is contacting you and what they need help with.
Structured intake
Collect consistent information before a person reviews the request.
Service enquiries
Answer approved questions about your firm and services.
Appointment requests
Capture preferred times and route the request appropriately.
Matter classification
Use configured categories to identify the right next step.
Contact capture
Create a structured prospective-client record.
One conversation, carried through
See a new enquiry become structured client intake.
The Agent does more than reply. It understands the request, follows the workflow and moves the conversation towards a useful outcome.
Professional Services AgentAgent active
Intent detectedCommercial services enquiry
OutcomeStructured enquiry routed✓
Connected and controlled
Works with your business. Stays within your rules.
Define approved information, intake questions and routing boundaries. Haillo supports administrative workflows and does not provide legal, financial or other professional advice.
Use the systems behind the conversation.
Built-in actions, APIs, webhooks and custom integrations can help the Agent retrieve information and complete the next step.
Practice managementCRMCalendarEmailDocument workflowCustom API
Availability depends on the application, access and use case. References do not imply a native or endorsed integration.
Administrative automation, with professional judgement protected.
- Define what the Agent can do
- Use approved business knowledge
- Choose when a person takes over
- Review what happened afterwards
Business outcomes
More consistent intake. More time for client work.
Practical ways a focused Agent can support your team and the customers who depend on it.
- 01Respond to more new enquiries
- 02Collect intake consistently
- 03Reduce initial administration
- 04Route prospects more accurately
- 05Keep professionals focused on client work
Questions
What Professional Services businesses usually ask.
Practical answers about setting up an Agent for this kind of work.
Does Haillo give legal or professional advice?
No. These workflows are intended for administrative intake, approved business information and routing. Advice and professional judgement remain with qualified people.
Can we create different intake flows for different services?
Yes. A workflow can classify the enquiry and follow a different intake path for each configured service area.
Can sensitive enquiries go straight to a person?
You can define escalation and routing rules for conversations that require human attention.
Can Haillo connect to our practice or CRM system?
Potentially, through APIs, webhooks or a custom integration. The exact setup depends on the system and available access.
Do we need to build everything ourselves?
No. The visual Agent Builder is designed for non-technical teams, and Haillo also offers a build service if you want help configuring the Agent or connecting your systems.
Can I use my existing business telephone number?
Yes. You can forward your existing number to the Haillo number provided to you, or arrange to port the number to Haillo. This requires a paid Haillo subscription, and the exact setup depends on your current telephone provider.
Haillo for Professional Services
Put Haillo to work in your business.
Make client intake more responsive without taking professional judgement out of professional hands.
Build your first Agent
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