PROFESSIONAL SERVICES

Client Communication Worthy of Your Reputation

For CPAs, consultants, RIAs, and advisory firms where client trust is the product. AI handles intake, scheduling, and status updates while you focus on the work that matters.

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OpenNash CX

Hello! How can I help you today?

Rachel

I need to send my W-2 and 1099 forms for tax filing.

OpenNash CX

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Solutions

How OpenNash CX Works for Professional Services

Client Intake That Never Sleeps

New clients reach you through voice, webchat, email, or SMS at any hour. AI captures requirements, qualifies inquiries, and schedules consultations. Your pipeline fills while you focus on billable work.

Status Updates Without Interruptions

Clients check project status, upcoming deadlines, and deliverable timelines without calling your team. AI pulls data from your project management system and delivers personalized updates across any channel.

Document Collection on Autopilot

AI follows up with clients on missing documents, tax forms, and signatures. Automated reminders across channels with escalation paths when deadlines approach. Stop chasing paperwork manually.

Capabilities

What You Get

Everything included in your $7,995/month retainer. No per-resolution fees. No integration surcharges.

Client intake and qualification

Appointment and consultation scheduling

Project status updates

Document collection and reminders

Billing inquiries and invoice follow-up

Confidential communication with audit trails

$7,995

per month

EVERYTHING INCLUDED · YOU OWN EVERYTHING

Book a 30-Minute Walkthrough

See the full platform at OpenNash CX or compare with Sierra & Decagon.