Notarial & legal
The kind of deed or mandate, the parties, and the initial documents the caller mentions. The conflict check and the advice stay with the professional.
Legal & accountingSee my base
You are in a meeting.
The firm still answers.
Your receptionist tells a new matter from a file already open,
notes the deadline the caller gave and prepares the intake.
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Intake built around your firm, and a French voice with a Quebec accent. No setup fee.
7 days, 20 answered calls, no card
Accounting & tax
The person or the business, the year or period, the engagement asked for and the deadline announced. Accepting the work belongs to the firm. Tax season, from February to April, and the fiscal year end are the firm's busiest stretch on the phone.
She asks the questions
that matter in your trade.
Notarial practiceDeeds, parties and first documentsBusiness lawTransactions and advice for small businessLitigation, family, immigrationQualified and routed enquiriesBookkeepingRecurring engagements and periodsTax preparationBusy season and personal filesCPA firmAssurance engagements and multiple entities
All businesses in this industry
Legal & accounting
A clear file. You know what comes next.
Entity, period, document: your receptionist knows what is missing and what has been submitted. Collection moves forward without confusing receipt with accounting review.
Customer’s call« Élise Tremblay, Atelier Boréal. »
Atelier Boréal · June
Documents and follow-up
One period at a time
The file stays linked to its period.
Before opening the file
File access
- Contact
- Élise
- Entity
- Atelier Boréal
Verification requested
The uploadTo checkFile access to verify
RequestPreparationNext file step
Verification requested
Find the entity and verify the contact
Élise calls for Atelier Boréal. The receptionist verifies her access before discussing documents in the business file.
Read this exchange
Élise, a practice clientÉlise Tremblay, Atelier Boréal.
ZenvoxBefore I access the file, please verify your identity using the secure link sent to the authorised contact.
The right business and period
Access is verified before the file is read. A May upload does not satisfy a June request.
Read this exchange
Élise, a practice clientI’ve done that. It’s the June bank statement.
ZenvoxThank you, verification is complete. The received upload is filed under May; June’s statement is still missing. Would you like the upload link?
Send the right file to the right period
Élise confirms she uploaded May instead of June. A targeted upload link lets her add the June statement to Atelier Boréal’s file.
Read this exchange
Élise, a practice clientOh, I picked the wrong file. Yes, send it; I have June here.
ZenvoxThe secure link has been sent to the file’s contact. It attaches the upload to Atelier Boréal for June.
The document reaches its place
The upload receipt completes the correct checklist item. The version and period remain visible to the person reviewing the accounts.
Read this exchange
Élise, a practice clientThere, June’s file is uploaded. Can you see it?
ZenvoxThe June upload is confirmed. That confirms receipt; the practice will carry out its accounting review.
Follow up only on what is missing
The reminder for this statement stops. The recurring engagement retains its other deadlines and opens the next period’s collection under your rules.
Your exchange with Zenvox
OwnerWhat is still missing from June’s file?
ZenvoxThe bank statement is received. The checklist separates other missing documents from those awaiting review.
What gets done
The right document is received, its reminder stops, and the practice retains professional review.
And when you ask…
OwnerWhat is still missing from June’s file?
ZenvoxThe bank statement is received. The checklist separates other missing documents from those awaiting review.
The conversation, from hello to confirmationÉlise, a practice client
- Élise, a practice client
I got a reminder for June, but I already sent my statement.
- Zenvox · Reception
Hello, I’m the virtual receptionist. May I have your name and the business concerned?
- Élise, a practice client
Élise Tremblay, Atelier Boréal.
- Zenvox · Reception
Before I access the file, please verify your identity using the secure link sent to the authorised contact.
- Élise, a practice client
I’ve done that. It’s the June bank statement.
- Zenvox · Reception
Thank you, verification is complete. The received upload is filed under May; June’s statement is still missing. Would you like the upload link?
- Élise, a practice client
Oh, I picked the wrong file. Yes, send it; I have June here.
- Zenvox · Reception
The secure link has been sent to the file’s contact. It attaches the upload to Atelier Boréal for June.
- Élise, a practice client
There, June’s file is uploaded. Can you see it?
- Zenvox · Reception
The June upload is confirmed. That confirms receipt; the practice will carry out its accounting review.
- Élise, a practice client
All right. Will that reminder stop now?
- Zenvox · Reception
The reminder for this statement has stopped. Other documents and periods remain tracked separately.
A real hand.
A simple place to start.
Your callers get an answer, and you get the details you need to move a job forward.
See what my base coversLegal & accounting
$49CAD / month
50 Standard calls · 1 local number
- Answer in French and in English, without giving advice
- Take down the nature of the file, the parties named and the deadline announced
- Offer an appointment under your rules and agree on a callback
- Hand you a written request, kept to your firm
- Ask your receptionist about a call or a file
Your rules.
Work moves forward.
No advice, no acceptance. She collects what you need in order to decide. The advice, the conflict check and taking on the matter stay with the firm. Every call stays confidential: she does not confirm that a person is a client, and treats no call as a testimonial for the firm.
Deadlines exactly as given. A date the caller states is written down as stated and passed on with the request. It is not confirmed in your name.
Your consultations. She offers permitted time slots and confirms the appointment after it is saved in your calendar. If approval is needed, she passes on the request with a clear next action.
Answers
to your questions.
The details that matter
to a business like yours.
Can an initial call commit my firm to taking the matter?
No. She distinguishes a new matter from an existing client, records the requested engagement, parties or business, and prepares your follow-up. Conflict checks, legal or tax advice and acceptance of the engagement remain with the professional.
How does she handle a closing date or tax deadline?
She records the date as reported, with the relevant file and period, then passes it on under your instructions. She does not calculate a legal deadline, guarantee the reported date is correct or commit your firm to meeting it.
What is the difference between intake and collecting documents?
The base prepares the intake record: contact, engagement and reported deadline. Documents and deadlines adds the list of expected documents and their follow-up. Receiving a document does not mean its contents are complete, valid or approved by the firm.
What about clients who return every month or year?
The base still handles calls about an existing file. Recurring engagements tracks administrative steps across multiple clients over time. Your firm supplies the obligations and instructions; the receptionist does not choose a tax strategy.
Which voice greets my firm’s clients?
A voice from here, restrained and formal, with a natural Quebec accent in French. A Sherbrooke client calling a Sherbrooke firm hears someone who talks the way they do, and the receptionist introduces itself as the firm’s assistant at the start of the call. You choose the voice and its style among several, by listening before you publish.
Your next caller
deserves an answer.
Start with the base. Add the jobs that are worth handing over.
Start your free trialNo setup fee.