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Valory

Professional services answering service

Valory helps consultants, advisors, accounting teams, law firms, brokers, and specialist service firms answer more calls with structured intake and careful handoffs. We configure the workflow around your client types, escalation rules, and professional boundaries.

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Month-to-month plans · Managed setup and ongoing support

When your team needs call cover

  • Partners, consultants, and client-facing teams spend the day in meetings and cannot answer every new enquiry.
  • High-trust prospects expect a prompt, professional first response before they commit to a consultation.
  • Generic message-taking loses the detail needed for qualified follow-up and safe routing.

Example workflow for professional services

How calls reach your team

We check how calls from your existing number can be forwarded for full, overflow or after-hours coverage. Supported booking workflows can check availability and book or change appointments under your agreed rules. Other requests reach your team for confirmation. We agree approved answers, enquiry recipients and what happens when they are unavailable, then test calls before launch and keep improving the receptionist using real call feedback.

  • Captures caller identity, enquiry type, urgency, preferred callback window, and the team or service area they need.
  • Keeps advice, pricing, and eligibility questions inside approved boundaries before a human reviews the matter.
  • Supports after-hours and overflow coverage for firms that want managed setup, QA, and ongoing workflow tuning.
Read MGI South Queensland case studyDiscuss your calls

Call type

Qualified enquiry or client follow-up

A prospect or client calls while partners, advisors, or consultants are in meetings and expects a professional next step.

What your team receives

Valory captures enquiry type, client status, urgency, contact details, preferred callback time, and the right service line for follow-up.

Integrations to discuss

Microsoft OutlookMicrosoft ExchangeGoogle CalendarHubSpot CRMEmail summariesSMS

We confirm what can be connected and which actions are available during setup.

Common concern

Will it cross professional boundaries?

Advice and judgement stay with your qualified staff. We agree the questions, approved answers and escalation rules before launch, then review how the workflow handles calls.

Pricing

We set up your AI receptionist, run it for you and keep improving it. Choose the call allowance your business needs; setup is quoted separately.

Pricing snapshot

Plans from $149/mo

One-time setup starts from $990 for discovery, call-flow design, agreed integrations and launch. Your monthly plan covers call handling, monitoring, maintenance and ongoing improvements.

Prices are in AUD. Extra usage and add-ons are charged at your plan rates.

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We learn your business and plan how calls should be handled
We set up the voice and the information your agent needs
We connect the calendars and business tools agreed in your setup
We test the calls and support you through launch

Free calculator

Explore the value of additional enquiries

Use your own enquiry volume, booking rate and job value to estimate potential gross revenue, then compare it with the cost of delivery and call handling.

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Frequently Asked Questions

Everything you need to know before getting started

Which professional services firms suit a managed AI receptionist?
Valory is a fit for firms where phone enquiries need a professional first response and structured follow-up: accountants, law firms, consultants, advisors, brokers, recruiters, conveyancers, and specialist service providers.
How is this different from a generic virtual receptionist?
A generic answering service usually takes messages. Valory maps your call types, approved answers, escalation rules, service lines, and handoff destinations, then tunes the workflow after real calls so your team receives cleaner context.
Can Valory protect professional boundaries?
Yes. The safest setup defines exactly what the AI receptionist can say, what it must not say, and what must be escalated. Advice, eligibility, pricing judgement, and sensitive decisions stay with qualified staff.
Can existing clients and new prospects follow different paths?
Yes. The call flow can separate existing-client callbacks from new enquiries, route by service line, capture preferred callback windows, and escalate urgent client matters based on your rules.

Still have questions? Book a walkthrough and we'll answer them all.

Useful guides and customer examples

Give client enquiries a clear next step

Map your intake workflow and see where an AI receptionist should answer, capture, route, or escalate.