AI Front Desk
Your front desk, answered by AI
Every call, every chat, every form - answered day or night. An AI receptionist that books the consult, a web chat that captures the lead, and one Inbox that catches it all. The front desk that never misses, never takes a day off, and never puts a caller on hold.
Included on Authority. An add-on on Managed and Growth.
Caller: “I got a CP2000 notice - I owe $18k and I'm panicking.”
Agent: “I can help. Let's get you on with an enrolled agent this week.”
Four tools, one front desk
Everything a caller or lead hits, handled
The receptionist answers, the chat captures, the forms route, and one Inbox catches it all - working together, not four tools you bolt on.
A receptionist that answers every call, 24/7
Nights, weekends, tax season, the call you'd have missed on another line - it picks up, speaks like your firm, and qualifies against real criteria: notice type, amount owed, collection window.
- Books the consult straight into your calendar
- Logs a summary, the caller's details and the transcript to your CRM
- Flags callbacks and routes urgent callers to your team
Caller: “I got a CP2000 notice - I owe $18k and I'm panicking.”
Agent: “I can help. Let's get you on with an enrolled agent this week.”
A chat on your site that turns visitors into leads
Answers questions from your firm's own knowledge, around the clock, and captures the visitor before they bounce to the next search result.
- Answers from your services and FAQs, not generic scripts
- Captures name and contact in the conversation
- Every chat becomes a tracked lead in your CRM
Inquiry forms that drop straight into your pipeline
Put a branded intake form on your site or share a link. Every submission is sourced, tracked and ready to work - no copy-paste, no lead sitting in an inbox nobody checks.
- Build the fields your intake actually needs
- Submissions become contacts with the source attached
- Shows up in your CRM and your Inbox instantly
Every callback, reply, text and lead in one place
Calls, web chats, form submissions, replies and texts land in a single Inbox, so nothing hides in a voicemail or a personal phone. Your team sees the whole front desk at a glance.
- Callbacks from the receptionist, in one list
- Replies and texts routed back to the same place
- New leads from every channel, sourced and timestamped
How a call becomes a client
From a missed ring to a booked consult
The same path runs for a web chat or a form submission - captured, qualified, logged, and teed up for follow-up.
The call comes in
A prospect calls after hours, or while your team is heads-down in a return. The AI picks up on the first ring.
It qualifies
It asks the right questions - notice type, amount owed, urgency - and speaks like your firm, not a robot.
It books the consult
Right into your calendar, at a time you're free. Or it flags a callback and routes anyone urgent to your team.
It lands in your CRM
A full summary, the caller's details and the transcript are saved to the contact, so you pick up where the call left off.
Follow-up is drafted
The AI writes the next touch and holds it in a queue. You approve, edit or dismiss - nothing sends on its own.
Nobody falls through the cracks
Follow-up that never forgets - and never sends without you
When a lead stalls, the AI writes the next message - warm, specific, in your firm's voice - and holds it in a queue. Your Owner or an Admin approves, edits or dismisses it. Nothing is sent on its own, and every recipient can opt out with one click.
- Draft-first: you approve before anything is sent
- Re-engages stalled leads on a schedule you control
- Stops the moment a lead replies
Hi Dana - following up on your call. We can stop the collection clock and map your options this week. Do Thursday or Friday work?
Built to be trusted
Answers every caller. Protects every record.
Speaks like your firm
It qualifies against real tax and legal criteria and books on your terms - not a generic script reading from a card.
Secure and isolated
Encrypted and isolated to your firm's workspace. Rival never holds your clients' tax returns or financial records.
You stay in control
Calls are handled with a disclosure, follow-up waits for your approval, and every conversation is logged to your CRM.
On your plan
Included on Authority - an add-on anywhere else
The AI Front Desk is built into the Authority plan. Managed and Growth firms can add it on when they're ready.
The whole front desk, included
One AI receptionist line, AI Web Chat, Lead Forms, Follow-up and one Inbox - plus Rival Intelligence and the Morning Brief. Extra receptionist lines are $10/month each.
See AuthorityAdd it when you're ready
Start with a done-for-you website, CRM, Inbox and campaigns, then add the AI Front Desk to answer every call and chat without stepping up a full tier.
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Questions about the AI Front Desk
Stop paying for leads you never answer. Let AI run the front desk.
See the plans that include the AI Front Desk, or book a walkthrough and we'll set it up on your number for you.