Start with one AI-powered SMS or webchat channel for intake, follow-up, and document requests. Keep client replies out of personal phones and preserve the full conversation history.
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90%
Faster client response time
24/7
AI-powered availability
100%
Conversation retention
5 min
Setup to first message
The firms that win new business and retain clients are the ones that communicate like it matters. Here's what we hear most.
Clients call and email. Then they text your personal phone. Then they follow up on all three. Nobody knows what was said where.
When an associate leaves, their client conversations go with them. Institutional knowledge lives in personal inboxes and text threads.
Prospective clients reaching out via your website expect fast answers. If your team takes hours to respond, they've already contacted another firm.
Connect puts SMS or webchat into one professional shared inbox for $99/mo. Use it for intake, client follow-up, or document requests, then upgrade when multi-channel routing is truly needed.
We've reviewed the amended terms and have comments on Section 4...
AI: Thank you for reaching out. I'd love to connect you with our tax team...
The court date has been moved to March 15. I'll need the updated filings...
Confirming our Thursday 2pm meeting to review the estate plan updates...
Please find the signed engagement letter attached. Looking forward to...
Whitfield & Associates
Typically replies in under a minute
Hi, I'm looking for help with tax planning for my consulting business.
Welcome! I'd be happy to connect you with our tax team. To make sure we pair you with the right advisor, could I ask a couple quick questions?
AI Assistant
Sure, go ahead.
Great. What type of business entity are you? (LLC, S-Corp, sole proprietor, etc.) And roughly what range is your annual revenue?
AI Assistant
S-Corp, around $800K/year.
Perfect. Our senior tax advisor Sarah Chen specializes in S-Corp strategy. She has an opening Thursday at 10 AM or Friday at 2 PM. Would either work for a 30-minute consultation?
AI Assistant
When a potential client hits your website at 9 PM, VirtualText's AI engages immediately. It asks qualifying questions, captures contact information, and books a consultation — all in your firm's professional voice.
Professional services firms handle sensitive client conversations: financial records, legal updates, document requests, and strategic decisions. VirtualText gives teams controlled access, audit context, and cleaner handoffs without pushing clients to personal phones.
Controlled Channels
Team Access Matrix
Workspace Controls
Recent Audit Log
We've reviewed the amended terms. Section 4.2 on indemnification needs revision before we can sign.
Client contact
Internal Note
Jennifer, can you pull the precedent from the Dawson case on the indemnification language? I think we can use similar wording here.
Kevin Marsh
Thank you, Tom. We're reviewing the indemnification clause now and will have revised language to you by end of day Thursday.
Kevin Marsh
Partners, associates, and support staff all need different views of client conversations. VirtualText's team-based routing and permissions ensure the right people see the right conversations.
Every practice area benefits from faster, smarter client communication. Here are some of the most common use cases.
Case updates, appointment scheduling, document requests, and new client intake — all in one secure, auditable inbox.
Tax season client communication, document collection, deadline reminders, and new engagement intake with AI-powered responses.
Portfolio update discussions, meeting scheduling, and compliant client messaging with complete audit trails.
Project status updates, client onboarding, proposal follow-ups, and team coordination across engagements.
Practice-area routing, internal notes, and Workspace inbox controls keep sensitive conversations with the right team.
VirtualText's AI learns your firm's voice, practice areas, and processes. Clients interact with your brand — not a generic chatbot.
Every client interaction is captured, searchable, and tied to client profiles. Knowledge stays with the firm, not individual staff.
Common questions from firms evaluating VirtualText for their client communications.
VirtualText supports controlled client communication with role-based access, team routing, internal notes, and complete audit trails. Workspace adds inbox-scoped memory, granular permissions, and SLA controls for more complex firms.
Absolutely. VirtualText supports team-based routing so litigation conversations go to your litigation team, tax inquiries go to tax professionals, and new client intake flows to your designated intake coordinators. Each team sees only their relevant conversations.
VirtualText's AI engages website visitors and text inquiries instantly in your firm's professional voice. It asks qualifying questions, captures contact information, and can book consultations. Complex or sensitive matters are immediately routed to the appropriate team member with full context.
All conversations live in VirtualText's unified inbox — tied to client profiles, not individual staff members. When someone leaves, their conversation history stays with the firm. No more lost texts or email threads walking out the door.
VirtualText offers webhook-based integrations and an API that can connect with practice management, CRM, and scheduling tools. Our team can help you set up the integrations that matter most for your workflow.
Start a Connect free trial with SMS or webchat. Test SMS with our number pool before porting or 10DLC, or upgrade later to Workspace for VirtualPBX voice.
Most inquiries come from your website? Start 14-day webchat trial.