New Client Inquiry Replier
Drafts a careful, prompt reply to every new client inquiry, with no advice.
Weekdays at 8 AM, 10 AM, 12 PM, 2 PM, 4 PM, 6 PM and 8 PM
Law, Accounting & Financial team, 8 agents
AI agents for
AI agents for
law, accounting and financial firms
Someone who writes to a law firm, an accountant or an advisor is often anxious, and the first reply sets the tone. It should be prompt and careful, and it must not drift into advice. This team drafts that first reply, then chases missing documents and unsigned engagement letters so files keep moving.
An add-on to any Fynl plan: $19.99 a month or $200 a year. Drafts only, so nothing is sent without you.
Your firm team: 8 agents at 5 desks
8 agents work at 5 desks (Leads, Money, Clients, Reviews and Marketing). The New Client Inquiry Replier drafts a short reply with a consultation fee only if your site states one, and otherwise says fees depend on the matter. It gives no legal, tax or financial advice, promises no outcome and asks for no sensitive details by email. A deadline or court date mentioned in an inquiry goes first, as a task. You review every draft before it goes out.
Leads desk, 2 agents
Answers new inquiries and follows up with the ones who go quiet.
Consultation Follow-up
Follows up after inquiries and consultations on days 2, 5, 8, 12 and 16.
Weekdays at 10 AM
Money desk, 2 agents
Chases what you are owed and tells you where you stand.
Engagement Letter & Invoice Chaser
Polite nudges for unsigned engagement letters and unpaid invoices.
Mon, Wed, Fri at 10 AM
Weekly Owner Digest
A short Monday report: inquiries, consultations, money owed and the one thing to do first.
Mon at 7 AM
Clients desk, 1 agent
Looks after people who have booked or bought.
Document & Deadline Reminders
Reminds clients about missing documents and upcoming deadlines.
Weekdays at 9 AM
Reviews desk, 1 agent
Asks for reviews and referrals and keeps past customers close.
Review & Referral Asker
Asks for a review after a matter closes, and for referrals later.
Tue, Fri at 11 AM
Marketing desk, 2 agents
Writes the posts, blog drafts and partner notes that bring in new work.
Local SEO Writer
General-information blog and Google post drafts each week.
Tue, Thu at 8 AM
Referral Partner Notes
Writes to other professionals who can send you clients.
Tue at 10 AM
What a week looks like
Each agent works on its own days and hours, in your business's time zone. This is a normal week for a firm, and it comes straight from the schedules in the team above.
Monday
The Weekly Owner Digest is ready at 7 AM. At 9 AM the Document & Deadline Reminders agent looks through your email threads for clients you asked for documents five or more days ago, and drafts a polite reminder listing exactly what is missing and the date it is needed. The Engagement Letter & Invoice Chaser follows at 10 AM, with retainers first.
- 7 AM Weekly Owner Digest
- 8 AM to 8 PM New Client Inquiry Replier
- 9 AM Document & Deadline Reminders
- 10 AM Consultation Follow-up
- 10 AM Engagement Letter & Invoice Chaser
Tuesday
The Local SEO Writer saves a general-information blog draft, such as how a process works or what to bring to a first meeting. The Referral Partner Notes agent drafts intros to other professionals who could send you clients, for a two-way referral relationship. The Review & Referral Asker drafts a request after a matter ends, with a note in its report that professional rules may limit review requests.
- 8 AM Local SEO Writer
- 8 AM to 8 PM New Client Inquiry Replier
- 9 AM Document & Deadline Reminders
- 10 AM Consultation Follow-up
- 10 AM Referral Partner Notes
- 11 AM Review & Referral Asker
Wednesday
The Consultation Follow-up works through people who inquired or had a consultation and went quiet. The Engagement Letter & Invoice Chaser nudges unsigned engagement letters and proposals, pointing to the signing page from your earlier email.
- 8 AM to 8 PM New Client Inquiry Replier
- 9 AM Document & Deadline Reminders
- 10 AM Consultation Follow-up
- 10 AM Engagement Letter & Invoice Chaser
Thursday
The Local SEO Writer drafts a Google Business post of general information, and Document & Deadline Reminders keeps checking your calendar for deadlines and meetings in the next 14 days.
- 8 AM Local SEO Writer
- 8 AM to 8 PM New Client Inquiry Replier
- 9 AM Document & Deadline Reminders
- 10 AM Consultation Follow-up
Friday
The Engagement Letter & Invoice Chaser makes its last pass, the Review & Referral Asker prepares another round, and the Consultation Follow-up sends its final notes of the week.
- 8 AM to 8 PM New Client Inquiry Replier
- 9 AM Document & Deadline Reminders
- 10 AM Consultation Follow-up
- 10 AM Engagement Letter & Invoice Chaser
- 11 AM Review & Referral Asker
Saturday and Sunday
Nothing runs on Saturday or Sunday unless you press Run on an agent. The team picks up again on Monday at 7 AM.
How it stays safe
The agents can read your leads, calendar, invoices and inbox, and they can write drafts and tasks. They cannot send an email, publish a post, book an appointment or change a lead or an invoice. Fynl does not send text messages or answer phone calls yet, and neither do the agents.
Drafts only
Every email, post and blog entry is saved as a draft: in your Gmail drafts, your Social Planner, Websites then Blog, or your task list. The agents have no way to send or publish anything.
You approve
You read it, change it and send it yourself. Each run ends with a short plain-English report of what the agent did and where its drafts are waiting.
Your own AI key
The agents run on your own Claude or ChatGPT API key, not a chat subscription. You pay the AI company directly, and you can revoke the key whenever you like.
A monthly limit
You set a monthly spending limit for the agents. It starts at $25. If they reach it they pause until you raise it or the month turns over, and you are told.
In a firm, specifically
- It gives no legal, tax or financial advice and promises no outcome. Fees are quoted only when your site states them.
- It asks for no sensitive details by email and never includes sensitive numbers in a reminder.
- A filing date or court date within three days becomes a task for you.
- Review requests come with a note that professional rules may limit them. Check your own rules before you send one.
How you start, and what it costs
Pick your team
In Agents Office, choose your kind of business. The whole firm team is set up in one click, each agent at its own desk.
Connect your AI key
Connect Gmail and add your own Claude or ChatGPT API key under Account then AI. Without a key an agent waits at its desk.
Check the drafts
Open your drafts, edit what you like and send. You can change, pause or remove any agent whenever you want.
$19.99/month
or
$200/year
about two months free
- An add-on that works with any Fynl plan (Starter is $49 a month). It is not part of the Starter or Agency plan.
- Set up the whole team for your kind of business in one click. Cancel any time.
- The AI itself is billed to you by Anthropic or OpenAI on your own key, with a monthly limit you set. Fynl adds nothing on top.
Agents, schedules and prices on this page were last checked on October 17, 2026.
Questions
About the firm team
Will it give legal or tax advice to my clients?
No. It is written to answer in general terms, state fees only where your site does, and move the person toward a consultation. It does not give advice or promise outcomes, and the blog and Google posts it drafts end with a line that they are general information, not legal, tax or financial advice.
Can it remind clients about missing documents?
Yes. It reads your email threads for requests you made five or more days ago that have not been answered, and drafts a reminder listing exactly what is missing and the date it is needed. It never puts sensitive numbers in the email, and a filing date within three days becomes a task for you.
Is it appropriate for confidential client work?
Like every team, it reads the email in the Gmail account you connect and leaves drafts only. It is written to avoid sensitive details in what it drafts, but confidentiality rules differ by profession and place. Check your own rules before you connect an inbox that holds privileged material.
Does it send engagement letters?
No. It follows up on letters and proposals you have already sent, three days or more after the original, with a short check-in that points to the signing page from your earlier email.
Can the firm team run on my ChatGPT Plus or Claude subscription?
No. A chat subscription is not an API key. You may already use a chat subscription for your own drafting. Claude Pro, Claude Max, ChatGPT Plus and similar plans can't be connected to Fynl. The agents run on your own API key, which you create on the company's developer site (console.anthropic.com for Claude, platform.openai.com for ChatGPT) and pay for per use. If you pay for Claude Max, it includes monthly API credits ($100 a month on Max 5x, $200 on Max 20x) that you can link to your key in Claude's billing settings. The $19.99 a month pays for Agents Office itself; Fynl adds nothing on top of what the AI company charges.
More teams, and where to read next
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Give your firm a team that does the follow-up
8 agents, one click to set up, and every draft waits for your approval. $19.99 a month, or $200 a year.
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