CRM & Pipeline
The shared brain plus deal and opportunity tracking.
See the CRM →PILLAR 2 · AI ASSISTANTS
Your AI practice team — the employees you'd hire, if you had the hours.
Every practice leaks growth through work that never gets done on time: calls missed, leads not followed up, proposals not chased, reviews not requested, invoices not collected. You could hire people for all of it. Or you could deploy AI employees — each does one job, 24/7, never forgets, never takes a day off — all reading from and writing to one CRM that's the shared brain. Built, trained, and managed for you.
AI handles new-prospect intake, booking, reviews, and follow-up. Anything sensitive is routed to a human, and existing-client comms stay human unless you opt in.AI PRACTICE TEAM RECEPTION DEMO LIVE
SHARED BRAINONE CRMEvery action reads + writes here
Receptioncapture
Lead responsequalify
Bookingsschedule
Closersign
Reviewprotect
Paymentcollect
One record moves through the team. No re-typing. No dropped handoffs.
ONE CRM · THE SHARED BRAIN
Without a shared brain, you have disconnected bots. With one, you have a team.
Before any assistant, there's the CRM — the knowledge base, the database, and the source of truth that powers every one of them. Every call, text, chat, review, invoice, and booking flows through it, and every assistant acts on the same up-to-date record.
That's what makes them a coordinated team instead of ten separate tools that happen to have “AI” in the name.
See how the CRM works →01Reception AIbooks a consult
→02Bookings AIconfirms it
→03Closer AIchases the proposal
→04Review AIrequests the review
One client record · every handoff logged
YOUR AI PRACTICE TEAM
One foundation. A team of AI employees. Every channel they work across.
Read it as a system, not a feature dump — a spine, the employees that run on it, and the channels they cover.
Unified Inbox
Every conversation in one place the whole team and the AI share.
See the inbox →B · THE AI EMPLOYEES
Each does one job a person in your practice would otherwise do. The featured six walk the full funnel.
01FEATURED ONLY LIVE DEMO
Reception AI
Your 24/7 front desk.Answers every call, text, and chat, books consultations, and sends an instant missed-call text-back so no one reaches a dead voicemail.
Hear Reception AI live →02FEATURED
Lead Response AI
Your speed-to-lead closer.Responds to every new lead in seconds and works it until it's booked or disqualified.
Meet Lead Response AI →03FEATURED
Bookings AI
Your scheduling coordinator.Books consultations, confirms, reminds, and recovers no-shows.
Meet Bookings AI →04FEATURED
Review AI
Your reputation manager.Requests reviews at the right moment, routes them, drafts replies, and guards your rating.
Meet Review AI →05FEATURED
Closer AI
Your follow-up closer.Sends proposals and engagement letters and chases every one to an e-signature — until it's signed or declined.
Meet Closer AI →06FEATURED
Social AI
Your social media manager.Generates, schedules, and auto-posts on-brand content across your channels.
Meet Social AI →07
Payment AI
Your accounts-receivable clerk.Automated invoice reminders and payment links that get you paid faster.
Meet Payment AI →08
Content AI
Your content writer.Drafts blogs, newsletters, and seasonal updates in your firm's voice.
Meet Content AI →09
Support AI
Your client-help desk.Answers common questions and deflects FAQs, routing anything sensitive to a human.
Meet Support AI →10
Reactivation AI
Your dormant-client rainmaker.Wins back past clients and old leads with the right seasonal message — your cheapest, warmest growth.
Meet Reactivation AI →C · CHANNELS
Call · SMS · email · web chat · social DMs · WhatsApp · Google Business Profile
All landing in one Unified Inbox. All logged to one CRM.WHY THIS CHANGES YOUR PRACTICE
What an AI team actually does for your bottom line.
Features are the how. Here's the why — in outcomes you can measure.
Stop the leaks
No missed call, no un-chased proposal, no forgotten review.
Automate workflows
The repetitive follow-up work runs itself.
Get your hours back
Reclaim your evenings and your tax-season nights.
Streamline operations
One system, one inbox, one record.
Reduce human error
Nothing slips; every step logged.
Save on cost
The work of several roles, at a fraction of the payroll.
24/7 availability
Answers and books while you sleep and through the season crush.
PRACTICE OVERVIEW
12 open conversationsNew leadReception AI
Consult bookedBookings AI
Approval neededHuman review
YOU KEEP THE FINAL SAY
YOUR PRACTICE IN YOUR POCKET
Your whole practice — and your AI team — in one app.
The AI team runs the practice; you stay in control from anywhere. With the GHL mobile app, you and your team get real-time notifications, can monitor every conversation and lead, and can take action on the spot — reply, call, book, approve an AI-drafted response, or send an invoice — and see your pipeline at a glance.
The AI handles the work. You keep the final say — from your phone, wherever you are.START SMALL OR GO ALL IN
Deploy one AI employee. Add the rest when you're ready.
Start with the assistant that plugs your loudest leak — Reception AI if calls go unanswered, Lead Response AI if leads go cold, Closer AI if proposals never get chased. Add more à la carte, or run the full Practice Growth Suite for the highest return. Because every assistant runs on the same CRM, each new one plugs straight in — nothing to re-wire.
One employee, a few, or the whole team — on one operating system either way.Not sure where to start? Book a strategy call →START
ONE EMPLOYEE
A COORDINATED TEAM
THE FULL PRACTICE GROWTH SUITE
Same CRM underneath every stageTRUST-SAFE BY DESIGN
AI on the front office. Humans on anything sensitive.
This is built for a profession that handles sensitive data, so the boundaries are drawn on purpose. The assistants handle new-prospect capture, booking, follow-up, reputation, and admin. Anything sensitive is routed to a human. Existing-client communication stays human unless you choose to extend the AI to it. You approve how they sound and where they operate, and a real PGT team stands behind them.
AI HANDLESNew-prospect intakeBooking & follow-upReviews & admin
→HUMAN
BOUNDARY→
BOUNDARY→
HUMANS HANDLESensitive mattersExisting-client commsFinal approvals
New-prospect intake only, by defaultSensitive matters routed to youUS-basedPII-awareA human behind every assistant
HEAR IT FOR YOURSELF
Don't take our word for it—test Reception AI directly.
Reception AI
Use browser voice, call the permanent phone fallback, or try the clearly labeled guided-text workflow. Reception AI is the one assistant on this page presented as a live conversational demo.
Test Reception AI →Results vary by practice, market, and starting point. We show real work, not guarantees.See all results →QUESTIONS PRACTICES ASKSee all questions →
Clear answers before you add an AI employee.
Will AI be talking to my clients about their finances?
No. The assistants handle new-prospect intake, scheduling, reviews, and follow-up. Anything sensitive is routed to you, and existing-client communication stays human unless you choose otherwise.
What can an AI receptionist do for an accounting firm?
Reception AI answers every call, text, and chat 24/7, books consultations, and sends an instant text-back on missed calls — so after-hours and mid-meeting prospects reach a helpful response instead of voicemail, and every lead is logged to your CRM.
How is this different from an answering service?
An answering service takes a message. Reception AI answers in your firm's voice, books the consult on the spot, follows up automatically, and logs everything to your CRM — for a fraction of the cost and without business-hours limits.
Do I have to deploy all of them?
No. Start with one AI employee and add more when you're ready. Because they all run on one CRM, each new assistant plugs straight in.
Will it sound like a robot to my prospects?
Judge for yourself — our own Reception AI is live on this site. Each assistant is trained on your services, process, and voice, and a real team monitors and tunes it.
Is my clients' data safe?
Yes. We're US-based and PII-aware by design, keep your data isolated, and follow strict access controls. Sensitive matters route to a human.
BUILD YOUR PRACTICE TEAM
Hire the team you've been meaning to — without adding to payroll.
Book a 20-minute strategy call and we'll map which AI employees would plug your biggest leaks first — whether or not we work together.
No pressure. No obligation. A plan you can use either way.