AI Hotline for new matters
Ric qualifies every inbound call, runs conflict checks against the CRM, and books the first consultation. You get the summary before the call ends.
Voir l'outilProfessional services
Sector setup for legal practices in under five business days.Learn how
Use case · Professional services
Billable hours.Without reception.
You'll never lose a file because no one picked up.
Quick answer
Does Reach Central fit Canadian professional services firms?
Yes. Reach Central is used by law firms, accounting practices, and consulting groups in Quebec and across Canada. The AI hotline handles calls 24/7, the CRM runs conflict checks, and data sovereignty meets Law 25 and professional confidentiality obligations. Sector configuration completes in five days.
The phone answers.The team bills.
01 · YOUR BUSINESS REALITY
What a Canadian firm lives every week.
The real friction we see in 5- to 50-professional firms in Quebec and Ontario.
The phone ringing during client meetings
The client in front of you deserves 100% of your attention. Ric answers the incoming call, qualifies, and summarizes it for you when you walk out.
Conflict checks not actually done
A new prospect calls. Ric checks the name against your CRM and tells you if an adverse party exists before you engage the conversation.
Non-billable hours piling up
Call triage, message taking, admin follow-ups. Reach Central absorbs the noise. Your team keeps the billable hours.
The anxious client on a Sunday night
A client calls in a panic at 9pm Sunday. Ric answers, reassures, qualifies urgency, and texts you if it's actually urgent. You sleep.
02 · TOOLS THAT MATTER FOR YOUR FIRM
Three modules to activate first.
Reach Central includes seven tools. For a professional firm, these three deliver the fastest impact.
CRM with conflict checks
Every call, email, and meeting enriches the client card. Adverse-party detection runs in real time against existing contacts.
Voir l'outilSales Central for retention
For growing firms, Sales Central coaches partners on engagement conversations and identifies disengagement signals across the client base.
Voir l'outil03 · FIVE-DAY ACTIVATION
From empty account to fully equipped firm in one business week.
A Reach Central expert walks each step. You make five decisions, we handle the rest.
Day 1 · Sector configuration
Local number provisioned, Ric's voice calibrated for the firm (formal, bilingual), baseline legal scripts activated.
Day 2 · File migration
Client cards imported from your current CRM (HubSpot, Salesforce, Clio, Cosmolex). Interaction history arrives with the cards.
Day 3 · Conflict-check setup
Auto conflict-check enabled. Ric queries the database before qualifying each inbound call.
Day 4 · Team training
Two one-hour sessions for partners and admin staff. Appointment-approval workflows configured.
Day 5 · Go live
The AI hotline takes calls 24/7. First AI daily briefing delivered the next morning. Follow-up with your Reach Central expert.
Simple.Your pros stay billable.
Calls filtered 📞. Conflicts checked ⚖️. Appointments booked 📅. First follow-up written ✉️. Notes filed in the case 📂. And call coaching 🎧. Reach Central absorbs reception so your team keeps attention on the client in the room.
04 · COMPLIANCE AND SOVEREIGNTY
Compatible with Canadian professional confidentiality obligations.
Call transcripts, client cards, and recordings stay in the ca-central-1 region in Montréal. Law 25 and PIPEDA compliant, and compatible with the confidentiality obligations of Canadian law societies and professional orders.
- Law 25 compliant
- PIPEDA compliant
- Professional confidentiality
- Hosted in Montreal
- No cross-border transfer
- AES-256 at rest
Frequently asked
Questions from professional practices.
Is Reach Central compatible with Bar confidentiality obligations?
Yes. Canadian hosting, Law 25 and PIPEDA compliance, and AES-256 encryption meet the confidentiality requirements of the Quebec, Ontario, and other provincial law societies. A detailed compliance attestation is available on request.
How does conflict-check work?
When Ric answers a new call, she compares the prospect's name to existing CRM contacts. If an adverse party or existing client matches, she flags it in the call summary before you engage.
Can you integrate Clio, Cosmolex, or another legal PMS?
Yes. Reach Central integrates with HubSpot, Salesforce, Clio, Cosmolex, and most practice-management systems. Cards stay synchronized two-way.
How much call volume can Ric absorb?
No practical limit. The Core Central plan covers a generous volume for a 5- to 50-professional firm. Larger firms move to higher tiers with dedicated support.
Are conversations recorded and transcribed?
Yes, with Law 25 consent for recording and transcription. Recording can be disabled per number or campaign according to the firm's internal policies.
How does Reach Central handle privilege?
Cards are partitioned by partner and matter. Permissions limit access by role. No sub-processor accesses card content in cleartext. A detailed data processing agreement is provided.
06 · NEXT STEP
Activate Reach Central in your firm.
Legal-sector configuration included. Your first client call answered by Ric within five days.
Reply within 4 business hours.
Every interaction counts.