For professional services businesses in London and the Home Counties, who want to grow their business without increasing administration headcount
Red Lotus DigiMark
Small Accountancy Practices miss 27% of inbound calls
How many £2K clients did that cost you this month
When prospects can't reach you, they don't leave a voicemail — they call the next firm on Google. An AI receptionist answers instantly, 24 hours a day, books discovery calls and keeps existing clients informed, without adding a single member of staff.
The update that never ends
4.2 Hrs/ week
Your qualified staff field constant inbound calls from clients chasing progress on their accounts, VAT returns, or payroll. Every call interrupts billable work — and most answers could be automated. At an average charge-out rate of £75/hour, that's over £300 in billable time lost every week to calls that should never reach a fee earner.
The year-end crunch
£6,000+ lost
Throughout the year, financial year-end deadlines stack up unpredictably. When your team is under pressure to file, the phone goes unanswered. New enquiries arrive, hit voicemail, and convert to a competitor — at an average fee of £2,000 per lost client. Three missed conversions a quarter is £24,000 in annual recurring fees that silently disappears.
The January Blackout
£10k at peak time
November to January is your highest-traffic period for new enquiries — people planning ahead, resolving HMRC issues, starting new businesses. It's also when your team is most stretched. Calls go unanswered at exactly the moment they matter most. Five missed conversions across peak season alone represents £10,000 in lost annual fees — gone before February.
The solution
An AI voice agent built for how accountancy practices work
Not a generic chatbot. Trained in your services, terminology, and client types.
1
Speaks the language of your practice. Self-assessment, corporation tax, PAYE, MTD, confirmation statements — callers feel they've reached a knowledgeable team member.
2
Books the right appointments, not just any appointment. Initial consultations, year-end reviews, payroll queries, tax planning calls — with qualifying questions asked first.
3
Qualifies enquiries with the questions you'd ask. Business type, current accountant, year-end date, turnover band, services needed — captured before the first meeting.
4
Handles the calls your team dreads most. Status updates, deadline queries, out-of-hours messages — without pulling a fee earner away from billable work.
5
Keeps answering through January, no matter how busy you get. 24/7, never takes a day off in self-assessment season. Every prospect gets a response while your team files returns.
PLACEHOLDER - Social Proof/ Statistics
How it works
Three steps to never missing a call again
Step 1
We onboard your practice in a single session. One 60-minute call. We gather your services, pricing approach, team structure, client profile and preferred appointment types. No technical work from your side.
Step 2
We train the agent on your practice, tone and clients. Over one week we build and test an AI that speaks exactly as your practice does. You listen to test calls and give feedback before anything goes live.
Step 3
Go live — and stop worrying about the phone. We handle all technical setup. Every missed call becomes a captured lead, booked appointment or handled query — with a full summary in your inbox.
PLACEHOLDER - ROI Calculator
Will the AI give tax advice or handle complex queries?
No — it qualifies, informs and routes. It books appointments, explains your services and takes detailed messages. Anything requiring professional judgement is flagged to the right person. Your professional indemnity is never at risk.
Can a small practice justify the monthly cost?
At £2,000 average annual fee, you need one additional client every 1–2 months to cover costs. Most practices capture that in week one. From £720/month, with setup fee waived if you start within 14 days.
How long does implementation take?
One 60-minute call from you. We handle everything else. Most practices are live within 10–14 days. No tech knowledge needed — if something needs adjusting post-launch, we update it within 24 hours.
Ready to stop losing clients to voicemail?
Book a free 30-minute call. We'll show the agent live, answer every question, and give you a personalised estimate of the calls and revenue your practice is currently missing.
Contact Us
Name
Address
Phone Number
Email
Follow Us:
YouTUbe