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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No lock-in contracts · Live in days, not months · Built for Australian businesses

What changes when every call has a clear next step

Valory is built for Australian teams that need better first response, cleaner handoffs, and more conversion from the demand they already generate.

Ready

Capture the opportunity

Partners, consultants, and client-facing teams spend the day in meetings and cannot answer every new enquiry.

Cover the busy windows

High-trust prospects expect a prompt, professional first response before they commit to a consultation.

Inbound
Valory
Focused
0 calls handled

Protect team focus

Generic message-taking loses the detail needed for qualified follow-up and safe routing.

Example workflow

How a high-intent call should flow for professional services

Valory is configured around the calls your team already receives: what to ask, what to avoid, where to route the summary, and when a human needs to step in.

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.

Handoff summary

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

Common concern

Will it cross professional boundaries?

No. The workflow is configured to capture context, answer approved process questions, and escalate advice or judgement calls to qualified staff.

Go live quickly for professional services

We map your call workflows, configure your AI phone agent, launch with real calls, and keep tuning performance as your business grows.

1

Discover

We learn which calls matter, what makes a good lead or booking, and where your team needs context.

2

Design

We configure approved answers, routing rules, handoffs, integrations, and escalation paths around your workflow.

3

Launch

We move real calls through the service, review outcomes, and fix friction before it becomes a sales or service problem.

4

Grow

As call patterns change, we refine scripts, workflows, and follow-up rules so the service keeps improving.

Why teams choose Valory

Built for teams where every missed call has a cost

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.

Call value calculator

What could better call handling be worth?

Use enquiries your current callback process does not recover. Adjust the likely booking rate and job value to explore a monthly revenue scenario.

0200

Exclude spam, repeat calls and enquiries already recovered by your team.

$0$5,000

Revenue from one completed job, booking or sale.

0%100%

The share of these enquiries likely to become additional completed work.

Enquiries per month
43
Potential bookings per month
13
Potential revenue per month
≈ $1,900
Potential revenue per year
≈ $23,000

Enquiries × 4.33 weeks × conversion rate × transaction value. Results are rounded estimates of gross revenue, before delivery costs, setup and monthly service fees. Compare those costs with the margin on any additional paid work.

Discuss your call handling

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.

View pricing
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.

Use the calculator

Related resources

Learn how teams in professional services reduce missed calls and improve booking capture

Missed call index for professional services

A data-led view of missed-call leakage across consultants, advisors, agencies, and specialist service firms.

Read guide

DIY AI phone agent vs managed AI receptionist

Compare self-serve tools with a managed rollout where call flows, guardrails, QA, and tuning are handled with you.

Read guide

AI receptionist vendor checklist

Questions to ask before routing live client calls through any AI phone system.

Read guide

Keep exploring

Related professional services pages

More industries

AI reception for related industries

See how Valory handles calls for businesses with similar booking, intake, and follow-up needs.

Accounting Firms

Managed accounting answering service for Australian firms. Capture tax, BAS, bookkeeping, payroll, advisory, and existing-client calls during busy periods, after hours, and overflow windows.

View industry page

Law Firms

Managed lawyer answering service for Australian law firms. Capture new matter enquiries, callbacks, urgency, practice area, and conflict-routing cues with no legal advice from the AI receptionist.

View industry page

Financial Planners

Managed AI receptionist for Australian financial planners. Answer calls 24/7, book appointments, capture enquiries, and route follow-ups without adding headcount.

View industry page

Migration Agents

Managed AI receptionist for Australian migration agents. Answer calls 24/7, book appointments, capture enquiries, and route follow-ups without adding headcount.

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Australian rollout proof

Australian customer stories

Call figures checked 6 September 2026.

All case studies

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.

Proof and controls

A managed service, not another tool to configure alone

The value is in the operating model: clear boundaries, useful handoffs, real call review, and ongoing tuning as your callers reveal what they actually need.

Australian business workflows

Valory is designed for Australian phone numbers, time zones, call-forwarding patterns, and business-hours coverage.

Managed rollout

We map call reasons, write approved answers, configure escalation rules, run test calls, and help move live traffic safely.

Launch monitoring

Early calls are reviewed for routing quality, missed edge cases, caller friction, and handoff clarity so the workflow improves after launch.

Customer outcomes

Teams such as CleanMade and professional-services customers use Valory to capture enquiries with structured summaries instead of relying on voicemail.

Give every client enquiry a professional first response

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