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Client intake

AI Voice Agent for Law Firms, Agencies & Consultancies — Client Intake by Phone

Screen new client inquiries, schedule consultations, and route calls to the right specialist automatically — so no first-contact call goes to voicemail.

Spoki Voice for Professional Services

The Challenge

Professional services firms often lose potential clients simply because the phone rang while everyone was in meetings or with a client. First-contact calls are also the ones most likely to shop around, so a slow or missed response frequently means the prospect calls a competitor next.

How It Works

Prospective client calls in
Spoki Voice answers instantly, even when every team member is in a meeting.
Screens the inquiry
Spoki Voice asks a few qualifying questions to understand the client's need and urgency.
Books a consultation
A consultation is scheduled directly against the right specialist's calendar.
Full context handed to your team
Your specialist receives the call summary and booking before the first meeting even starts.

Example

Spoki Voice

Client intake

Hi, I need help reviewing a commercial lease before I sign it.
I can help set that up. Is this for a new lease or renewing an existing one?
A new lease, and it's fairly urgent.
Understood — I have a consultation available tomorrow at 9am with our commercial lease specialist. Does that work?

Business Impact

0
First-contact calls lost to voicemail
24/7
Intake call availability
70%
Inquiries qualified before reaching staff
<1 min
Time to screen and book a consultation

Customization Options

Adapt Spoki Voice to how your firm takes on new clients:

  • Qualifying questions per practice area or service
  • Specialist calendar and routing rules
  • Urgency-based prioritization
  • Conflict-check and intake compliance steps
  • Multi-language support
  • Sync with your CRM and practice management system

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Frequently Asked Questions

What is Spoki?

Spoki is a comprehensive WhatsApp Business API platform that enables businesses to transform WhatsApp into a powerful channel for marketing, sales, and customer support.

With Spoki, you can:

• Automate communications: Send automated messages, create chatbots, and set up intelligent workflows

• Manage customer support: Multi-operator team management with ticketing system and conversation routing

• Increase sales: Recover abandoned carts, send payment requests, and manage your product catalog directly on WhatsApp

• Marketing campaigns: Send bulk messages to thousands of contacts with personalized templates

• AI-powered features: Leverage artificial intelligence to automate responses and qualify leads 24/7

• Integrate with your tools: Connect with over 4,000 platforms including CRM, e-commerce, and marketing tools

Spoki is an official Meta Tech Partner, guaranteeing reliability, security, and access to all official WhatsApp Business API features.

How does the WhatsApp Business API work?

The WhatsApp Business App and the WhatsApp Business API (used by Spoki) are two completely different solutions designed for different business needs:

WhatsApp Business App: • Designed for small businesses and sole proprietors • Manual message management • Limited to 5 devices simultaneously • Maximum 256 contacts per broadcast • No automation capabilities • Free but with significant limitations • No CRM or integration support

WhatsApp Business API (Spoki): • Designed for medium to large businesses • Unlimited operators: Your entire team can manage conversations simultaneously • Unlimited broadcasts: Send messages to thousands of contacts • Advanced automation: Chatbots, automatic responses, intelligent workflows • CRM integration: Connect with your existing tools (HubSpot, Salesforce, etc.) • Analytics & reporting: Detailed statistics on your communications • No ban risk: Official API approved by Meta for bulk messaging • Cloud-based: No need to keep a phone connected • Multi-channel: Integrate WhatsApp with SMS, Voice, and other channels

How much does a Spoki subscription cost?

Spoki offers three pricing tiers: a Free plan at €0/month for basic WhatsApp support and live chat, a Service plan starting at €19/month with AI-powered customer support and unlimited automations, and a Marketing plan starting at €49/month with bulk campaigns and advanced analytics. All plans include unlimited operators at no extra cost. WhatsApp conversation fees are charged separately by Meta based on usage volume.

Is there a free trial?

Yes, Spoki offers a permanent Free plan at €0/month that includes live chat with unlimited operators, basic automations, and a ticketing system. This allows businesses to test core WhatsApp Business API features before upgrading. Paid plans start at €19/month for the Service tier and €49/month for the Marketing tier, with no long-term contracts required.

Can I integrate Spoki with other tools?

Spoki integrates with thousands of platforms through native integrations, Zapier, Make (Integromat), and Webhooks.

Native Integrations:

• E-commerce: Shopify, WooCommerce, PrestaShop, Magento

• CRM: HubSpot, Salesforce, Pipedrive, Zoho, ActiveCampaign

• Marketing: Mailchimp, Google Sheets

• Payment: Stripe, PayPal

• Support: Zendesk

Via Zapier/Make:

Connect to 4,000+ platforms including: • Google Workspace (Sheets, Calendar, Drive) • Microsoft Office 365 • Slack, Trello, Asana • WordPress, Webflow • Custom apps via API

Webhooks & API:

Full REST API for developers to build custom integrations.

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