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More billable time, faster client answers

For accountancy firms, consultancies, agencies and other professional practices – answer client questions, collect information and give your team instant access to firm knowledge.

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"What documents do you need for my tax return?"

"When is my VAT deadline?"

"What’s included in your monthly retainer?"

"Where can I find our engagement template?"

The challenge

Professional firms spend a surprising amount of non-billable time answering routine client questions: what do you need from me, when is my deadline, what are your fees, where’s my report. Every interruption eats into chargeable hours.

Firm knowledge sits in templates, precedents, methodologies and senior people’s heads. Junior staff wait for answers, and quality depends on who you ask.

Clients now expect quick, digital service. If they can’t get answers easily, they look for a firm that makes it simpler.

What is Echo7?

Echo7 is an AI assistant for your firm that works from your own information. You give it service guides, fee schedules, engagement letters, templates, methodologies and FAQs – PDF, Word, PowerPoint, Excel, HTML, text or CSV – and it builds a searchable knowledge base.

When a client or team member asks a question in their own words and language, Echo7 finds the relevant approved information and replies clearly. This is retrieval-augmented generation (RAG): every answer is grounded in your own information rather than an AI model’s general knowledge, so it stays accurate and up to date.

And it goes beyond answers: it sends checklists and secure upload links, books meetings, chases missing information and routes complex questions to the right adviser.

Discover the Echo7 AI Assistant

The results

With Echo7, clients get clear answers about services, deadlines and requirements at any hour. Information arrives complete, and fewer emails interrupt your team.

Your team feels it too: firm knowledge is one question away, juniors learn faster and senior staff spend more time on advice and less on admin.

The outcome: more billable time, faster turnaround, consistent quality and clients who find you easy to work with.

Curious how this would work for your firm? Ask our assistant – it’s built on Echo7.

What Echo7 does for you

Powered by Echo7’s core features: the AI Assistant, Integrations and Agents and Workflows. Want to see it in action? Ask our assistant a question now.

Answers from your own material

Every response comes from your approved service guides, policies and templates – Echo7 does not give professional advice.

Client onboarding

Echo7 explains your process, collects details and sends engagement documents.

Document collection

Clients get checklists and secure upload links, with reminders for missing items.

Meetings booked

Clients book time with the right adviser through your calendar.

Firm knowledge for your team

Staff find templates, precedents and methodologies instantly.

Advice stays with people

Questions that need professional judgement go straight to the right adviser.

How Echo7 works behind the scenes

Every conversation follows the same governed path. Echo7 works out what the guest needs – information, live availability or an action – and orchestrates the right components.

Understand

It interprets each request in the context of your organisation and the user’s role, so nobody needs to know which document or system holds the answer.

Retrieve

It searches your approved service guides, fee schedules, templates and methodologies for the relevant, up-to-date information.

Act

Agents and integrations send checklists, book meetings, chase information and update your practice systems – within the rules you set.

Respond

It composes a clear answer with next steps, in the user’s language, and hands over to a person when needed.

How it works in practice

From a client question to complete paperwork, Echo7 supports your clients and team in a single conversation.

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Try asking our assistant a similar question – for example: “Can Echo7 collect documents from clients?” or “Can it answer questions about our services?”

Step 1

A new client asks: “How do we get started with you?”

Step 2

Echo7 explains your onboarding steps and fees.

Step 3

It collects company details and sends the engagement letter for signature.

Step 4

Your team is notified, and the client gets a welcome pack.

Connects to the tools you already use

Echo7 works with your practice systems, so answers and requests use live client data.

Credentials are managed securely, each connection is a clear, testable, reusable agent, and new capabilities can be added at any time.
Explore Integrations and Agents

Practice management

Practice management platforms for clients, jobs and deadlines.

CRM

HubSpot, Salesforce and Microsoft Dynamics for client relationships.

Documents and portals

SharePoint, Google Drive and client portals for secure file exchange.

Calendars

Outlook and Google Calendar for booking meetings.

E-signature

E-signature tools for engagement letters and approvals.

Collaboration

Microsoft Teams and Slack, so your team asks Echo7 where it already works.

In control, always

AI support shouldn’t mean losing control of client information and your firm’s advice. Echo7 follows governed workflows: it asks for missing information, applies your rules and handles uncertain cases through safe fallback paths – passing the request to the responsible adviser when a person is the better choice.

Access controls ensure each user sees only what they’re authorised to – each client’s information for that client and their team only, for example. Assistants can have separate knowledge bases and integrations, escalations are traceable and credentials protected.

Have a question about security or data? Ask our assistant.

Agents, integrations and processes can be enabled, paused or replaced at any time.

See how Echo7 Workflows work

Why Echo7

More than a chatbot. Echo7 combines firm knowledge, client data and actions in one experience – giving every client a responsive service and every professional more time for advice.

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Ask our assistant

Prefer to ask? Open the assistant and ask how Echo7 would work for you – you’ll get an answer straight away.

Call +44 333 3584 877

We’re here to answer your questions, explore new ideas with you, and help find the solution that best fits your needs.

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Frequently asked questions

Didn’t find your answer? Ask our assistant – it’s trained on everything on this site.

How does Echo7 support professional firms?

It answers clients from your approved information, collects documents, books meetings and gives your team instant access to firm knowledge.

Does Echo7 give professional advice?

No. It answers service and process questions, and passes anything needing professional judgement to the right adviser.

What content can I use?

Service guides, fee schedules, engagement letters, templates, methodologies and FAQs, in PDF, Word, PowerPoint, Excel, HTML, text or CSV.

Can it keep client information separate?

Yes. Access controls make sure each client only sees their own information.

Does it work in other languages?

Yes. It replies in each user’s own language, while working from the same approved content.

What if the assistant doesn’t know the answer?

It asks for clarification or passes the request to the right person, rather than guessing.

Is our data secure?

Yes. Access controls, separate knowledge bases and protected credentials keep sensitive information visible only to authorised users.

How quickly can we get started?

Quickly, with the material you already have. Start a free trial, upload your content and test it. Or ask our assistant anything first.

Give your firm more billable time

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