Consulting & Advisory AI

Professional Services & Consulting AI Support & Voice Calling

Eliminate time wasted on non-budgeted discovery calls. Oyrax conducts consultative intake, qualifies project scope, and schedules consultations with designated partners.

3.2x
Qualified Partner Demos

Fewer unqualified discovery calls for senior executives

4.8/5
Client Experience Score

Fast, professional first impression for prospective clients

65%
Admin Time Saved

Automated intake questionnaires and calendar coordination

Discovery Intake

Qualifying Client Scope & Timelines

Engage high-intent enterprise buyers with consultative questions that surface budget, tech stack, and strategic objectives.

We need an architectural review for our cloud migration starting next quarter. What is your typical onboarding timeline?
Our senior cloud practice conducts 2-week architectural sprints with a designated principal consultant. I have gathered your requirements—would you like to book a 30-minute discovery call with our managing partner on Wednesday?

Specialized Capabilities for Professional Services

Built with purpose-driven workflows, native business actions, and zero generic responses

Consultative Discovery

Asks intelligent follow-up questions tailored to your firm’s practice areas, deliverables, and service tiers.

Partner Calendar Sync

Routes enterprise prospects to specific partner calendars based on industry vertical or deal size.

Confidentiality Protection

Client inquiry data is isolated in secure tenant memory with zero external AI model training.

Overcoming the Core Bottleneck

The Challenge

Senior partner and consultant time consumed conducting introductory discovery chats that could have been pre-qualified based on budget, timeline, and industry match.

The Oyrax Solution

Consultative AI chat that understands client project scope, budget range, and timeline before scheduling senior partner consultations.

Strict confidentiality with tenant-partitioned vector memory.
Primary Impact: 3.2x qualified partner demos
Additional Impacts:3.2x Qualified Partner Demos65% Administrative Time Saved4.8/5 Client Experience Score100% Confidentiality Isolation
Measurable Impact

Proven Business Outcomes for Professional Services

Real efficiency gains and operational metrics delivered by Oyrax

3.2x
Qualified Partner Demos

Fewer unqualified discovery calls for senior managing partners and executives

65%
Administrative Time Saved

Automated client intake questionnaires and partner calendar coordination

4.8/5
Client Experience Score

Fast, consultative first impression tailored to corporate buyers

100%
Confidentiality Isolation

Client inquiry data is isolated in secure tenant memory with zero external model training

Frequently Asked Questions

Can the AI decline clients that do not meet our minimum project budget?

Yes. You can configure qualification parameters so that prospects below your minimum threshold are politely provided self-serve resources, while qualified clients are routed to book a call.

Can we customize the questionnaire for different service lines?

Absolutely. Oyrax dynamically branches questions based on whether the visitor is inquiring about strategy, digital transformation, tax, or legal consulting.

How are client responses delivered to our team?

Full consultation summaries, budget estimates, and contact details are delivered to your CRM, Slack channel, or email prior to the scheduled meeting.

Transform your Professional Services customer experience today

Join modern teams using Oyrax to deflect routine tickets, qualify high-value leads, and provide 24/7 AI chat and 50ms voice calling.