Stay focused on growing your consulting business while we handle every call, message, and lead—day or night.
How it works
Sign up, tell us about your consulting firm, and let Upfirst professionally handle every call.
Share your business details, the types of calls you receive, and any special instructions or preferred greetings. We'll follow your rules every time.
No more missed opportunities or rushed voicemails. Every client or prospect speaks to a knowledgeable, friendly voice no matter your call volume or hour of the day.
Receive detailed call summaries and recordings via email or SMS, so you always know who called, what they needed, and how we helped—helping you follow up quickly and keep your consulting projects on track.
24/7 consulting firm answering service
Every missed call can mean a missed opportunity to grow your consulting business, whether it’s a new client looking for expertise or an existing client needing quick support. Keeping up with incoming calls while managing your projects and meetings can be overwhelming.
Here’s why consulting firms trust our answering service:
Discover how our call handling service helps small businesses and firms every day.
As a consultant, every call could be a new client or an important project update. With our answering service for consulting firms, every call is answered professionally and on the first ring, so you never miss valuable opportunities or leave clients waiting.
Hiring full-time staff or a traditional receptionist can quickly eat up your budget. Our consulting answering service is designed for small businesses, giving you premium support at just a fraction of what you might normally pay. Grow your business without overspending.
Your expertise is best spent solving problems and advising clients, not fielding routine calls. As your call screening service, we manage your calls, so you can work distraction-free and deliver your best work, knowing your callers are being taken care of.
Every consulting firm is unique. Whether you need an appointment setting answering service, message taking, or lead qualification, our consulting firm answering service can be customized to match your exact workflow and preferences.
Getting started is simple—just sign up, tell us about your business, and let us know how you’d like your calls handled. Our team is available to answer questions and guide you through setup, so you can start benefiting right away.
Get affordable, professional call handling designed for small businesses and busy consulting firms.
Never miss a client call, even after hours or during meetings. We’re always available to ensure every inquiry gets answered.
Receive instant summaries, call recordings, and transcripts for every call. Stay informed and follow up faster with all the details you need.
Gather key information about potential clients, project type, and urgency. We'll ask the right questions for gathering lead capture details.
Let us book consultations and follow-up meetings directly on your calendar. Keep your schedule full without administrative hassle.
Filter out sales calls and telemarketers automatically. Keep your phone lines open for real clients and important partners.
Capture every message when you can’t pick up. Get instant alerts by text or email so you can follow up promptly.
Customize how each call is handled, whether it's a new client or an existing customer.
Sync caller data directly to your preferred CRM through Zapier or integrations. Keep your client records up-to-date without manual entry.
Easily serve clients in English, Spanish, and 90+ languages. Expand your reach and make every client feel welcome.
Direct calls to the right consultant or partner based on expertise or urgency. Ensure every client gets the help they need, fast.
Virtual receptionist for consulting firms
Skip the hassle of hiring and training staff. Sign up, and let Upfirst handle your client calls within minutes.
Sign up for Upfirst in just a few clicks (it's free to try). Share basic details about your consulting firm—your areas of expertise, team members, and business hours. Then, input your greeting and choose your AI's voice.
Fill out your AI receptionist’s Knowledge Base with information about your consulting services, pricing, and frequently asked questions. You can also add specific instructions for handling new client inquiries, scheduling consultations, or transferring urgent calls.
Make a few test calls to experience the service firsthand. Try out different scenarios—like a potential client inquiry or a scheduling request—to ensure your AI voice agent responds just the way you want. Adjust details in the Knowledge Base as needed.
When you're ready, forward your calls from your existing business line and set rules for when Upfirst should step in. From capturing leads to scheduling meetings, our AI phone answering service supports your consulting firm so you never miss an opportunity.
Whether you need to pass contact info to Hubspot or send appointment updates to Google Calendar, our Zapier, Google Calendar, and Outlook integrations make data flow easily.
Have a question about our consulting answering service that isn’t answered here? Get in touch with our team.
How does an answering service benefit my consulting firm?
Our answering service ensures your consulting firm never misses a client call, even after hours or during busy periods. You project a professional image, keep clients happy, and free up your consultants to focus on billable work instead of fielding every inquiry. Many firms see improved client satisfaction and greater efficiency right away.
How much does an answering service for consulting firms cost?
Our pricing is transparent and flexible. Plans start as low as $24.95/mo, which includes all of our available features. The only real difference between each plan is the amount of calls per plan. Learn more about Upfirst's pricing plans.
Can I customize how calls are answered and routed?
Yes. The AI's customization is completely in your control. You can add how you want your receptionist to greet people and how to handle certain types of calls. Calls can be routed based on urgency, client status, or time of day, ensuring the right person gets the right message every time.
Do spam calls count against my monthly calls?
No, spam calls and robocalls don't count against your monthly call quota. The same goes for calls that last under 15 seconds or calls where no one speaks. Our goal for you is to only pay for real conversations with your callers.
Never miss an important call again. Let our professional virtual receptionists handle your client inquiries, so you can focus on delivering great advice. Start your 14-day free trial today!
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