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itellicoAI
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Voice AI for tax, audit, legal, and consulting firms

Takes calls during the deadline week, books partner appointments, captures new-client intake with conflict-check details, answers status and document questions, and writes the Vorgang straight into DATEV, RA-MICRO, or your CRM — without giving tax or legal advice.

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10:42

How Voice AI sounds in tax practices, audit firms, law firms, and consultancies

Initial consultation booking

1:30

Tax services inquiry

2:25
In the brief

Where Voice AI shows up in a firm day.

Five recurring moments where the agent qualifies first — so partners, consultants, and advisors keep their calendar for billable work.

  • Consultant in a calm office on a headset, single notebook on a clean desk.

    Consultation booking

    New inquiries get qualified before they take calendar time from partners.

  • Receptionist at a quiet, modern firm front desk smiling on a phone headset.

    New inquiry intake

    First contact gets handled cleanly, so consultants only see briefs that are ready for them.

  • Lawyer at a tidy desk reviewing a single document, calm bookcase behind in soft focus.

    Document prep & follow-up

    Document and status questions stop crowding the assistant queue.

  • Empty modern firm office at dusk with one warm desk lamp and a single phone.

    After-hours intake

    Serious inquiries are captured outside staffed hours — without implying expert advice is on the line.

  • Calm meeting room with two partners reviewing a tablet, large window with daylight.

    Partner & specialist routing

    Calls reach the right partner or specialist with context, not just a pink slip with a name.

Try it now

Test the Agent live.

Enter your number — your phone rings within 30 seconds.

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Three steps to live

Bring Voice AI into the firm — step by step.

A clear path, visible relief at each step — and a team that quickly sees what the agent is for during the next deadline week.

01

Pick the call type

You choose the 1–2 call types that block the team most — new-client intake, status of the tax filing, document handover, deadline questions.

Visible within days: where routine calls eat up partner time and front-desk time.

02

Set answers and limits

You decide what the agent may say, what it captures into DATEV or RA-MICRO, and when it routes the call to the partner or the on-call advisor.

Consistent answers, clean handoff — advice stays with the licensed advisor.

03

Run it live

The pilot runs on real routine calls. Each week the numbers show what works and where to fine-tune.

Four weeks of controlled operation — no annual contract.

What changes

What we measure in the first month

Routine intake share

Calls the agent fully captures vs. those passed to a partner.

Time-to-callback at peak

How fast a person calls back during the deadline week — measured from the original call.

After-hours requests captured

Structured by category — new client, status, deadline, document — sorted by your rules.

Qualified-lead share

First-time callers who match the firm's matter mix — separated from tyre-kickers before a partner picks up.

Happy to support the rollout too — from the first call type to going live across offices. Book a short demo and we'll show you how it would look in your firm.

Book a demo
Stack

We meet your stack.

And anything else with an API. We connect to your systems — you don't switch.

Phone systemsPractice software, eSign, CRM

  • Telekom

  • Vodafone

  • Microsoft Teams

  • NFON

  • sipgate

  • placetel

  • STARFACE

  • 3CX

  • Enreach

  • peoplefone

  • Aircall

  • Twilio

  • DATEV

  • Lexware Office

  • sevDesk

  • Stotax

  • Addison

  • RA-MICRO

  • Advoware

  • AnNoText

  • Microsoft 365

  • DocuSign

  • Skribble

  • HubSpot

and many more

FAQ

Voice AI in
tax practices, audit firms, law firms, and consultancies.

Where does client data go on a call?

Calls run on GDPR-aligned infrastructure. The data flow — what is captured, where transcripts live, who can read them, how long they're kept — is documented for your DPO before the pilot starts. DATEV, your practice software, or your CRM stays the source of record.

Will the agent give tax or legal advice?

No. The agent triages, qualifies, books, and captures — it does not give tax or legal advice. The line is hard, and it mirrors the boundary set by the StBerG, BRAO, and RDG. Anything that requires advice is routed to a licensed advisor or attorney with a clean Vorgang waiting.

Will it connect to DATEV and our practice software?

DATEV, RA-MICRO, Advoware, AnNoText, Stotax, Addison, Lexware Office, and sevDesk all connect through their existing interfaces. Anything else with an API connects the same way — the agent reads availability, books the slot, and writes the note into the right matter.

How does the agent handle a new-client conflict check?

On a first-time call the agent captures the names and the matter type and writes them into a Vorgang flagged for conflict review. It does not greenlight the mandate — a partner does that, with the captured names already in front of them.

What does the team see at 7am during deadline week?

Overnight calls arrive structured by category — new client, status, deadline, document handover, callback request — sorted by your rules. Not a voicemail list. The team opens the day with a queue, not a backlog.

What if the pilot doesn't work for our firm?

Four weeks of pilot operation, success criteria agreed up front, no annual lock-in. If the numbers don't move, you decide against the rollout — and keep what you learned about your call mix.

Why itellicoAI

Voice AI that fits how European operations actually work.

GDPR in the call path. Voice tuned for EU/DACH. Calls tied to outcomes, tasks, and audit — without your team gluing it together.

Scoped launches, not pilots that drift.

Goal, knowledge, handoff rules, and provider choices are written down before live traffic. The rollout has an owner, a path, and an end date — not just a kickoff deck.

Plan

Scope, goals, owners

Train

Knowledge + providers

Test

Quality review

Live

Production traffic

Telephony that holds under load.

Multi-carrier routing, monitored failover, and runtime observability — so transfers actually go through and call records stay intact when traffic spikes.

99.95% uptime

Fluent in any language.

Same agent logic across English, German, French, Italian, Spanish, and 45+ more — with per-workflow language pinning and regional accent handling when it matters.

ENHow can I help you today?
DEWie kann ich Ihnen helfen?
FRComment puis-je vous aider ?
ITCome posso aiutarla?

+ 45 more languages

Low-latency calling across Europe.

Optimized WebRTC and SIP infrastructure — callers hear no delay, anywhere in Europe.

  • Frankfurt
    25ms
  • Vienna
    35ms
  • Amsterdam
    45ms
  • London
    65ms
  • Madrid
    95ms

Every call has an owner after it ends.

Reviews, follow-up tasks, and handoffs all tie back to the source conversation. No re-reading transcripts in a spreadsheet to figure out what to do next.

Quality Studio
Follow-up tasks
Handoff rules
Audit log + exports

Want to see this live?

Hear how voice AI sounds in your industry — and where it delivers impact first.

Book a demo