Turn every client inquiry into a documented team conversation
VirtualText includes SMS and webchat in one shared inbox for intake, follow-up, and document requests — $89/mo flat, both channels from day one. Keep client replies out of personal phones and preserve the full conversation history.
14-day free trial · Cancel anytime
$0 for 14 days · SMS + webchat included · Cancel anytime
90%
Faster client response time
24/7
AI-powered availability
100%
Conversation retention
5 min
Setup to first message
Your clients expect more
The firms that win new business and retain clients are the ones that communicate like it matters. Here's what we hear most.
Clients can't reach you easily
Clients call and email. Then they text your personal phone. Then they follow up on all three. Nobody knows what was said where.
Knowledge walks out the door
When an associate leaves, their client conversations go with them. Institutional knowledge lives in personal inboxes and text threads.
Slow response loses clients
Prospective clients reaching out via your website expect fast answers. If your team takes hours to respond, they've already contacted another firm.
SMS and webchat in one firm inbox
VirtualText puts SMS + webchat into one professional shared inbox for $89/mo with 5 seats — both channels included from day one. Use it for intake, client follow-up, and document requests with team routing and full conversation history.
- SMS and webchat both included in one shared firm inbox
- Core AI responds to new inquiries instantly in your firm's voice
- Shared memory links calls, texts, transcripts, and AI notes
- Complete client conversation history — survives staff turnover
- Team routing: litigation to litigation, tax to tax, intake to intake
- Collision detection prevents duplicate responses
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
AI that qualifies and converts
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.
- 24/7 website visitor engagement
- Qualifying questions tailored to your practice areas
- Automatic consultation scheduling
- Lead capture with full conversation context
- Handoff to the right partner or associate
Client confidentiality, built into the architecture
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.
- Complete audit trails for every interaction
- Role-based access controls per practice area
- Team-based routing for intake, tax, legal, advisory, or support workflows
- Internal notes stay separate from client-visible replies
- Inbox-scoped memory, granular permissions, and SLA controls included
Controlled Channels
Team Access Matrix
Access 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
Built for how firms actually work
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.
- Team-based conversation routing by practice area
- Internal notes for context without client visibility
- Conversation transfer between teams with full history
- Collision detection — see who's already responding
- Shared contact profiles with complete interaction timeline
How professional services firms use VirtualText
Every practice area benefits from faster, smarter client communication. Here are some of the most common use cases.
Law Firms
Case updates, appointment scheduling, document requests, and new client intake — all in one secure, auditable inbox.
Accounting Firms
Tax season client communication, document collection, deadline reminders, and new engagement intake with AI-powered responses.
Financial Advisors
Portfolio update discussions, meeting scheduling, and compliant client messaging with complete audit trails.
Consulting Firms
Project status updates, client onboarding, proposal follow-ups, and team coordination across engagements.
Why firms choose VirtualText over generic messaging tools
Controlled Access
Practice-area routing, internal notes, and inbox controls keep sensitive conversations with the right team.
AI That Sounds Like You
VirtualText's AI learns your firm's voice, practice areas, and processes. Clients interact with your brand — not a generic chatbot.
Institutional Memory
Every client interaction is captured, searchable, and tied to client profiles. Knowledge stays with the firm, not individual staff.
Ready to turn client inquiries into documented conversations?
Test SMS and webchat with your firm intake workflow. Keep client replies out of personal phones from day one.
Card on file at checkout · $89/mo only if you keep it after 14 days
Professional Services FAQ
Common questions from firms evaluating VirtualText for their client communications.
Is VirtualText secure enough for legal/financial communications?
VirtualText supports controlled client communication with role-based access, team routing, internal notes, complete audit trails, inbox-scoped memory, granular permissions, and SLA controls.
Can different practice areas have separate inboxes?
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.
How does the AI handle initial client inquiries?
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.
What happens to conversations when staff leave?
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.
Can I integrate VirtualText with my practice management software?
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.
Prove faster client response in your first trial.
VirtualText is $89/mo with SMS, webchat, 5 seats, and Core AI included.
Card on file at checkout · $89/mo only if you keep it after 14 days