# Professional Services Intake Agent

Canonical: https://synconai.com/ai-agents/professional-services-intake-agent

Type: Industry AI Agent for Salesforce · Category: Industry agents · Status: Coming soon · Talks to customers

A client-facing agent for law, accounting and consulting firms that captures a prospect's matter, collects names for an internal conflict pre-check, sets up the engagement records, requests the right documents and books an initial consultation.

- Works with: Prospective clients; intake coordinators and partners receive the records
- Where: Enhanced Chat v2 on the firm website, email
- Runs on: Sales Cloud, Agentforce, Experience Cloud (optional for uploads)
- Best fit: Professional services: law firms, accounting practices, advisory consultancies

## How it works

- **Matter capture.** Understand the need and service line.
- **Conflict pre-check.** Collect related party names and run the internal check silently.
- **Engagement setup.** Create records and send the document request.
- **Book consultation.** Offer and confirm an initial consultation.

## The rules it follows

- Never give legal, tax or accounting advice or predict outcomes. Say a qualified professional advises after the consultation.
- Collect the minimum facts needed. Ask the prospect not to send privileged detail or sensitive documents in chat.
- Show a short confidentiality notice at the start of the chat.
- Escalate urgent court, regulator or deadline matters to a human immediately.

## What we need from you

- Sales Cloud, Messaging and Agentforce enabled.
- Service lines, checklists, conflict matching rules, partner calendars and a reviewed confidentiality notice.

## Not included

- Engagement letters and e-signature.
- Time recording and billing.
- Formal conflict clearance (partners decide).
- Legal research and drafting.

## FAQ

### What does the Professional Services Intake Agent do?

A client-facing agent for law, accounting and consulting firms that captures a prospect's matter, collects names for an internal conflict pre-check, sets up the engagement records, requests the right documents and books an initial consultation.

### Which Salesforce products does it run on?

Sales Cloud, Agentforce, Experience Cloud (optional for uploads). Confirm editions and licenses with your Salesforce account team.

### Where do people use it?

Enhanced Chat v2 on the firm website, email.

### What does it not do?

Engagement letters and e-signature; Time recording and billing; Formal conflict clearance (partners decide); Legal research and drafting.

### Is there a demo?

Not yet. This agent is in our build program and is coming soon. We can scope it for your org now, and show you the agents that are already live.

Confirm editions and licenses with your Salesforce account team.

All agents: https://synconai.com/ai-agents
Contact: https://synconai.com/contact-us