Skip to main content
πŸ’Ό BUILT FOR PROFESSIONAL SERVICES

Chillead for Professional Services

Chillead is the all-in-one AI-powered platform built for professional services, with usage-based pricing and no per-seat fee.

When consultations create a queue of new conversations, professional-services teams need each lead’s next task in view. Chillead is an AI-native CRM for professional services. The unified inbox brings messages together across SMS, email, WhatsApp, Instagram, and Messenger. Recorded calls become transcripts, AI summaries, and typed tasks, while follow-up call rounds, scheduling, and follow-up texts keep the next action connected. Estimates, invoices, payments, and review requests stay in the CRM.

24/7Automated intake response - an after-hours inquiry gets an answer and a booking link, not voicemail
Book a Demo β†’View Pricing
⚠️ WITHOUT INTELLIGENT TOOLS

This is what operating blind looks like

βœ—

Inquiries arrive by phone, web form, referral email, and text - and none of them land in the same place

βœ—

An after-hours call goes to voicemail, and by Monday the caller has already retained somebody else

βœ—

Consultation notes live in one person's notepad, so nobody else can pick the conversation back up

βœ—

Practice software charges per user, so adding a paralegal, a bookkeeper, or a junior associate raises the bill every month

✨ WITH CHILLEAD AI

What changes when your tools think for themselves

βœ“

Vocabulary that fits a practice

Choose Professional Services at setup and Chillead adjusts its labels: the people you serve are clients and the work you do for them is a matter, not a job. Setup also asks your practice area, how consultations run, whether you bill on retainer or hourly, and what you need to collect at intake.

βœ“

One intake queue for every channel

Calls, texts, emails, web form submissions, and social messages all land on the same client timeline. Anyone in the practice can open a name and see the whole history without asking who spoke to them last.

βœ“

Consultation booking that fills itself

Publish a booking page that shows real availability, takes the intake details you specify, creates the client record, and sends confirmation and reminder messages before the appointment.

βœ“

Calls recorded, transcribed, and summarized

When call recording is enabled for your workspace, consultations are transcribed by OpenAI Whisper and summarized by Gemini, with follow-up items pulled out as tasks. Recording is a setting you control - use it in line with the consent rules of your jurisdiction.

βœ“

Retainers and per-matter invoices

Bill a monthly retainer on a recurring schedule or invoice per matter. Overdue invoices escalate on their own - an email reminder, then a text, then a call task for whoever handles collections.

βœ“

Scope and fee proposals signed on a phone

Send a proposal with the scope and fee, including tiered options when the engagement has them. The client reviews it on their phone and approves with a signature, and the approved version is timestamped onto their record.

HOW IT WORKS

Up and running in one afternoon

1

Describe the Practice

Pick Professional Services at setup and answer four questions: your practice area, how consultations run, whether you bill on retainer or hourly, and what you need to collect from a new inquiry.

2

Point Every Channel at One Queue

Bring your existing number over or take a new one, embed the intake form on your site, and connect email and messaging. Every inquiry creates a client record and gets an automatic acknowledgement.

3

Book and Run the Consultation

Prospects pick a slot from your real availability. Reminders go out before the meeting. If recording is enabled, the call comes back as a transcript, a summary, and a set of follow-up tasks.

4

Convert, Bill, and Stay in Touch

Send the scope and fee for signature, open the matter, and set up the retainer or per-matter invoice. Anyone who has not decided keeps receiving follow-up until they do.

The practice that answers first usually gets the engagement

Somebody who needs a lawyer, an accountant, or an advisor rarely contacts one. They contact three or four in the same afternoon, and they hire whoever responds first with a time on the calendar. MIT research on inbound leads found that responding within five minutes makes you roughly 100 times more likely to reach the person than responding after thirty.

Most practices lose on that dimension for a structural reason, not a lack of care: the inquiry arrives while everyone billable is in a meeting, on a call, or in court. Nobody sees the form submission until the end of the day.

Chillead closes that window automatically. A new inquiry triggers an immediate acknowledgement that reads differently depending on the hour - inside business hours it says somebody will call shortly, after hours it says the practice opens at nine and offers a booking link now. At the same time it creates the client record, files a callback task for the right person, and starts the follow-up sequence. The prospect gets a response in under a minute, and your team still gets to finish the meeting.

What Chillead does not replace

Chillead is not practice-management software. It does not do trust accounting, document assembly, conflict checks, court calendaring, or tax filing, and it will not pass an audit as your system of record for any of those. If you run a law firm you will still have Clio or its equivalent. If you run an accounting practice you will still have your ledger and your filing software.

What Chillead replaces is the stack sitting in front of that work: the phone system, the CRM or spreadsheet where inquiries are tracked, the scheduling link, the SMS tool, the email sequences, and the invoice reminders. In most practices that is four or five subscriptions, several of them priced per user, none of them talking to each other.

The split is deliberate. Everything up to the signed engagement runs in Chillead. Everything after it stays in the system your profession requires.

βš”οΈ THE TECHNOLOGY GAP

What the competition is missing

Practice-management suites are built around what happens after the engagement is signed - matters, documents, time entries, trust accounting. None of them are built to chase an inquiry that arrived at 7pm. The tools that do that job are a CRM, a phone system, a scheduling link, and an SMS platform, which is four subscriptions, most of them per user, none of them sharing a client record. Chillead puts intake, calling, booking, follow-up, and billing together with usage-based pricing and leaves the profession-specific compliance work to the system you already trust.

FAQ

Questions from professional services

β–ΈDoes Chillead replace my practice-management software?
No. Chillead handles everything up to the signed engagement - intake, consultation booking, calling, follow-up, proposals, and billing. Trust accounting, document assembly, conflict checks, and court calendaring stay in the practice-management system your profession requires.
β–ΈCan clients book a consultation themselves?
Yes. Your booking page shows real availability, collects the intake details you specify, creates the client record automatically, and sends confirmation and reminder messages before the appointment.
β–ΈAre consultation calls recorded and transcribed?
They can be. Call recording is a workspace setting you control. When it is on, calls are transcribed by OpenAI Whisper, summarized by Gemini, and turned into follow-up tasks. Enable it in line with the consent rules that apply where you practice.
β–ΈCan I bill monthly retainers?
Yes. Set up a recurring invoice for a retainer, or invoice per matter. Clients pay by card online, and overdue invoices escalate automatically through email, text, and a call task instead of somebody chasing them by hand.
β–ΈIs it priced per user?
No. Chillead uses usage-based pricing for AI tokens and calling minutes, with no per-seat fee.
RELATED READING

More reading for Professional Services

Guides

Why Every Service Business Needs a CRM with a Built-in Dialer

Using a CRM and a separate dialer costs you $70-400/mo extra and creates data silos. Here is how an integrated solution ...

Guides

Customer Portals vs Phone Calls: Which Converts Better for Service Businesses?

Modern customers expect self-service. But does a customer portal actually increase conversions for service businesses?...

Guides

The Per-User Pricing Trap: Why Flat-Fee Software Saves Service Businesses Thousands

Per-user pricing sounds affordable at first. Then your team grows and your software bill explodes. Here is how usage-bas...

EXPLORE MORE

Other businesses running on Chillead

❄️HVAC Companies🏒Marketing Agencies🏑Real Estate TeamsπŸŽ“Course & Digital Product Sellers

Professional Services operations, powered by AI.

Built for Professional Services. See what changes when your operation runs on intelligent automation and real-time control.

Start Free β†’Compare Plans

Free trial Β· No credit card Β· Cancel anytime