Law and accounting firms,
never miss an inquiry.

A ready-made Zoey package for law, accounting and consulting firms: every call answered, intake details taken, new inquiries followed up, and your firm found online. Turn each piece on or off.

Book a call See how it works

New inquiry

8:02 PMCall answeredNew inquiry, after hours

8:04 PMIntake takenMatter type, dates, best way to reach them

8:05 PMDocuments requestedUpload link sent

Next dayConsultation bookedThu 10:00 AM · on your calendar

Documents received

PDFSigned intake form✓

PDFPhoto ID✓

PDFPrior correspondence✓

Engagement letterFrom your template

Client: J. RiveraMatter: Workplace injury

Waiting for your signature

Zoey takes details and books. Advice always comes from your team.

Your Zoey package. Ready for law and accounting firms.

We put together the Zoey services that matter most for law and accounting firms. Keep the ones you want, switch off the rest, and change it any time.

CommunicationsEvery call answered and intake details taken.How it works →Zoey for LegalClient documents collected and engagement letters filled from your templates.How it works →Lead generationNew inquiries followed up until they book a consultation.How it works →SEO and AI searchPages that answer what clients ask Google and AI assistants.How it works →Done-for-you marketingPlain-English posts, made after your yes.How it works →

What you get. Set up and run for you.

Calls answered

Every call picked up in your firm’s name, day and night.

Intake

The details you need from a new inquiry, taken down and logged.

Follow-up

New inquiries hear back fast and get reminders until they book.

Consultations booked

Ready inquiries book onto your calendar once you connect it.

Found online

Pages that answer the questions clients ask Google and AI assistants.

Thought leadership

Plain-English posts made for you and approved by you.

How it works. Four steps.

Tell us

Your business, your busy hours and your tools.

Choose your package

Switch on the pieces you want.

Go live

Zoey sets it up and starts working.

Tune it

Change what is on as you grow.

Questions Asked by business owners.

Does Zoey give legal or tax advice?

No. Zoey takes details and books consultations; anything that needs advice goes to your team.

Can I turn pieces of the package off?

Yes. Every piece can be switched on or off, and you can change it later.

Do I need to change my tools?

No. We go over what you use today on the call and fit Zoey around it.

How is it priced?

It depends on your business and which pieces you use. We price it on a short call.