Professional services firms face unique pressures in balancing client confidentiality, maximizing billable time, and ensuring seamless internal and external communication.
Your time is valuable. Connect with one of our CX specialists to discuss your challenges and discover how our solutions can help you achieve your goals.
The modern professional services firm needs a communications system that is as rigorous and client-focused as they are. Luware Nimbus, built on Microsoft Teams, provides the tools to manage client lifecycles, ensure compliance, and maximize billable time across your firm.
Luware uses CRM lookup to identify a high-value client and automatically applies preferred agent routing, connecting them directly to their dedicated solicitor, consultant, or legal team. This eliminates delays and enhances the personalized client experience.
Utilizing AI and transcription services, every client call is fully transcribed and summarized. Power Automate automatically logs these details, along with date and time, into the CRM, securing the data needed for accurate billable hours without manual effort.
Instead of overwhelming phone lines during peak times, clients can opt out of a voice queue and into a WhatsApp or SMS interaction, which can be managed by an agent in due course. This deflecting of non-urgent queries frees up agents to focus on high-priority client needs.
Following a client consultation, the consultant can instantly receive an Adaptive Card in Teams to initiate required follow-up tasks, such as sending secure documents or booking a next meeting, reducing the risk of human error and ensuring project continuity.
Luware Nimbus helps professional services firms meet their regulatory requirements by providing compliant, secure, and auditable client communication trails, essential for GDPR and financial regulations.
A high volume of administrative and and non-value-adding communication tasks can significantly compromise the profitability and reputation of a professional services firm. Luware addresses these challenges directly with intelligent automation and deep CRM integration.
Get the right answers to your most pressing professional services communication challenges.
Luware integrates with your CRM (e.g., Salesforce, Dynamics) to use client data for intelligent routing and personalized experiences, ensuring the right specialist handles high-value clients and their sensitive matters every time, which is key to CLM.
Yes. Every call is automatically transcribed and summarized using AI, and this data is logged directly into your CRM with the date and time, providing an irrefutable record for capturing accurate billable hours without manual input.
By operating natively within Microsoft Teams, all communication, including transfers and call logs, is kept within a secure, compliant environment, ensuring secure collaboration and adherence to data protection standards.
For critical matters, Nimbus can check client details against the CRM and assign a distribution priority, or use intelligent urgency detection based on the client's language to fast-track them to a dedicated crisis response team.
The Nimbus Attendant Console provides receptionists with the consultant's live Teams presence and calendar status, allowing them to make an informed, 'safe' transfer to an available colleague or securely to the consultant's voicemail for follow-up.
Explore how financial services firms can strengthen compliance amid rising regulatory pressure, and download your compliance checklist to stay ahead.
