# Mihu AI — Professional Services

Professional Services AI

# Deliver White-Glove Client Service at Scale

From initial intake to ongoing support, Mihu AI handles client scheduling, document collection, and inquiries—so your team can focus on delivering exceptional service.

Schedule Demo (https://mihu.ai/contact) View Case Studies (https://mihu.ai/case-studies)

Client Confidential

CRM Integrated

Calendar Sync

Consultation Booked

Tomorrow 3:00 PM

+52% Intake Rate

vs. manual process

AI Client Assistant

Active

Jennifer Martinez

New Client Inquiry

03:22

"Hi, I found your firm online and I'm looking to schedule a consultation about estate planning. I have some questions about setting up a trust for my family."

91%

Intake Rate

<30s

Response Time

+38%

Conversion

Why Professional Firms Choose Us

## Built for Client-Centric Service

Seamless scheduling, intelligent intake, and 24/7 availability for law firms, consulting practices, and service providers.

<30s response

### Instant Appointment Booking

Convert inquiries instantly with 24/7 scheduling. AI checks real-time availability and books consultations while capturing all relevant details.

Comprehensive

### Smart Client Intake

Gather case details, contact information, and service requirements through natural conversation—then sync directly to your CRM or practice management system.

Confidential

### Enterprise Security

Bank-grade encryption and strict confidentiality protocols protect sensitive client information. SOC 2 certified with full audit trails.

Core Capabilities

## Everything Your Practice Needs

Purpose-built for law firms, consultancies, accounting firms, and professional service providers.

Client Scheduling

Book consultations & meetings

Document Collection

Gather files & forms securely

Case Updates

Progress & status inquiries

Billing Support

Invoice & payment inquiries

Use Cases

## AI Built for Professional Services

Explore how Mihu AI handles real client scenarios with professionalism, confidentiality, and intelligence.

Onboarding

Client Intake

Appointments

Consultation Scheduling

Files

Document Collection

Status

Case/Project Updates

Payments

Billing Inquiries

Most Popular

### Client Intake

Capture new client information through intelligent conversation—gathering contact details, case type, urgency, and initial requirements before the first meeting.

+52%

Intake Rate

-68%

Admin Time

Key Capabilities

#### Contact Capture

Gather name, phone, email, and address

#### Matter Details

Case type, timeline, and requirements

#### Urgency Assessment

Identify time-sensitive matters

#### CRM Sync

Auto-populate your practice management

Workflow

1

Engage

Answer inquiry

2

Gather

Collect details

3

Qualify

Assess fit

4

Sync

Update CRM

Automation

### Consultation Scheduling

Book client meetings automatically with real-time calendar integration, automatic reminders, and easy rescheduling—24/7.

-82%

Scheduling Time

96%

Show Rate

Key Capabilities

#### Calendar Integration

Real-time availability across team

#### Meeting Types

Initial consults, follow-ups, reviews

#### Smart Reminders

SMS and email confirmations

#### Easy Reschedule

Self-service time changes

Workflow

1

Request

Client asks

2

Offer

Show times

3

Confirm

Book meeting

4

Remind

Send alerts

Files

### Document Collection

Request, track, and collect client documents through secure channels—with automatic reminders for outstanding items.

+73%

Completion Rate

-4d

Collection Time

Key Capabilities

#### Checklist Tracking

Monitor required vs. received docs

#### Secure Upload

Encrypted file transfer links

#### Auto Reminders

Follow up on missing documents

#### Confirmation

Acknowledge receipt automatically

Workflow

1

Request

Send list

2

Upload

Client submits

3

Track

Monitor status

4

Complete

Confirm receipt

Communication

### Case/Project Updates

Keep clients informed with instant status updates, milestone notifications, and proactive communication—reducing "where are we?" calls.

-71%

Status Calls

4.9?

Client Sat.

Key Capabilities

#### Status Lookup

Instant case/project progress

#### Milestone Alerts

Proactive progress notifications

#### Timeline Clarity

Expected completion dates

#### Next Steps

Explain what's coming next

Workflow

1

Inquiry

Client asks

2

Lookup

Check status

3

Update

Share progress

4

Guide

Next steps

Payments

### Billing Inquiries

Handle invoice questions, payment status, and fee explanations professionally—with options for payment arrangements when needed.

-64%

Billing Calls

+18%

On-Time Pay

Key Capabilities

#### Invoice Lookup

Balance and payment history

#### Fee Explanation

Clarify charges and services

#### Payment Plans

Set up arrangements if needed

#### Payment Processing

Accept payments via secure link

Workflow

1

Inquiry

Billing question

2

Lookup

Find invoice

3

Explain

Clarify charges

4

Resolve

Process payment

Live Demo

## See Mihu AI in Action

Professional, confidential conversations that build trust and streamline operations.

Voice Transcript

Client Intake

Thank you for calling Anderson & Associates. I'm the firm's virtual assistant. How may I help you today? AI Agent • 00:03

Hi, I'm looking to speak with someone about setting up a living trust. My financial advisor recommended I talk to an estate planning attorney. Jennifer • 00:15

I'd be happy to help you get started. May I ask a few questions so we can connect you with the right attorney? First, are you looking to set this up for yourself, or yourself and a spouse? AI Agent • 00:24

WhatsApp

Scheduling

Hi Jennifer! This is Anderson & Associates confirming your estate planning consultation.

?? Wed, Jan 15 at 2:00 PM

?? Attorney: Sarah Mitchell

?? 123 Main St, Suite 400

Reply CONFIRM or RESCHEDULE Anderson & Associates

CONFIRM Jennifer

? Confirmed! Please bring photo ID and any existing estate documents. We'll send a reminder the day before. Questions? Reply here or call (555) 123-4567. Anderson & Associates

## Ready to Elevate Client Service?

Join professional firms that have increased intake by 52% while reducing administrative burden.

Schedule Demo (https://mihu.ai/contact)
