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First Point AI · Arthur
£299 / month
Legal, tax & financial intake
Articulate, authoritative, discreet · partner-grade professionalism
An automated client intake and pre-screening voice system that qualifies inbound prospective clients, answers basic compliance questions, collects onboarding checklists, and schedules consultation calls.
Target audience: Boutique accountancy firms, tax advisors, and local legal practices.
B2B strategy
LinkedIn outreach to Managing Partners at boutique firms.
- ▸ MMK Accountants · Luton
- ▸ Duncan Lewis Solicitors · London
- ▸ Boutique Canary Wharf wealth management firms
B2C / creator
Finfluencers & legal creators selling high-ticket courses.
Arthur qualifies inbound leads — creator only talks to serious £2k+ buyers.
Sample subject line
Client intake at [Firm Name]?