Understand the engagement
Capture the requested outcome, organization context and relevant deadlines. Use the firm’s intake rules to identify the appropriate service.
AI frontdeskPROFESSIONAL SERVICES / OPERATING CONTEXT
Give the specialist a complete view of every engagement.
Intake, documents, consultations and deadlines need to follow the same client. Skillies can build the administrative system around your firm’s services, so specialists start with the relevant context and clients know what happens next.
Discuss your workflow01 / THE WORKFLOW
Connect the steps.
Keep the context.
Explain the scope
Prepare a service proposal with deliverables, information needed, exclusions and configured fees. Keep specialist conclusions out of the sales reply.
Quote workflowPrepare the client file
After the agreed engagement event, assign Leena and issue a specific checklist with approved document-upload and access instructions.
Leena · engagementPrepare the consultation
Show the specialist the original request, received documents and unanswered questions. Offer a real appointment when a consultation is useful.
Assigned specialistCoordinate the work
Record verified meeting actions, missing information and review deadlines. Route technical questions to the responsible specialist with their context.
Engagement teamDeliver and follow through
Share the approved deliverable through the agreed process, track outstanding actions and keep invoice or renewal questions with the engagement.
Leena · engagement02 / CONNECTED SYSTEMS
Built around your existing tools.
Client records
Connect the agreed intake fields, engagement owner and service status to your client or practice-management system.
Secure document workspace
Link approved upload destinations and document states rather than asking clients to put every file into a general chat.
Calendar & meeting notes
Use confirmed appointments and available verified notes to prepare consultations and record the actions agreed afterward.
Billing system
Bring the relevant invoice, due date and confirmed receipt into the administrative client view.
03 / OPERATIONAL VISIBILITY
Make the open
questions visible.
- Engagements waiting for a client document or specialist response
- Upcoming deadlines and the person responsible for each action
- Clients asking repeatedly for an update or clearer explanation
- Engagement status alongside outstanding invoices and renewal dates
Know what to expect.
Does the AI provide the professional advice?+
The system can explain your services and organize the engagement. Advice, assessments and decisions that require professional judgment remain with the appropriately qualified person.
Must clients send documents through WhatsApp?+
No. The workflow can direct clients to an agreed upload process and record which items have arrived. Document handling and access are designed around your firm’s requirements.
Can existing clients use the same frontdesk?+
Yes. A returning client can be matched to the appropriate engagement using the agreed identification process. Staff can then see relevant history without mixing information between clients or matters.
Start with your operating reality.
Scope the workflow, the access and the measures of success together.