Built for
Law firms
Intake screening and consultation booking.
Accountants
Seasonal inquiry spikes handled by AI.
Consultants
Discovery calls and proposal follow-up.
Coaches
Program fit questions and booking links.
Financial advisors
Compliant-first messaging workflows.
Common challenges
High-value leads expect immediate acknowledgment. Consultation scheduling is email-heavy. No visibility into which channel converts.
How OxyBoat helps
Qualification flows
Forms and chat that score fit before booking.
Professional AI tone
Guardrails for brand and compliance.
Pipeline CRM
Track from inquiry to signed engagement.