QuantumStack for Professional firms

Clients onboarded in a day, not a week. With every document, invoice and message in one place.

Consultation booking, client intake, e-signed engagement letters, a client portal and invoices, with AI answering enquiries so your team spends less time on admin.

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Professional firms
Engagement signednow

Year-end accounts · 2026

E-signed · intake complete

Retainer paid · $1,200

A day in the life

Same firm. Two very different days.

An ordinary day, run the usual way, then the same day run on QuantumStack.

  1. 8:30am

    Enquiry forms from the weekend, unanswered.

    Every enquiry got a reply and a link to book a consultation.

  2. 10:00am

    You email a PDF engagement letter and wait.

    The engagement letter was signed online and the retainer paid, in one sitting.

  3. 1:00pm

    You chase a client for documents, again.

    Clients upload documents to their portal and get reminders until they do.

  4. 3:30pm

    Invoices go out late, at month end.

    Invoices go out when the work is done, and clients pay online.

  5. 6:00pm

    A past client hasn't heard from you in a year.

    Past clients get a check-in before their next deadline.

The whole journey

Everything your firm runs on. In one place.

From the first search to the fifth visit, every step shares one client record, with AI helping at each one.

  1. 01

    Get found

    A site that explains your services clearly, with booking front and centre.

  2. 02

    Answer every enquiry

    AI answers enquiries, asks qualifying questions and books consultations.

  3. 03

    Book it

    Consultations booked into each advisor's calendar, with reminders.

  4. 04

    Get paid

    E-signed engagement letters, retainers and invoices paid online.

  5. 05

    Bring them back

    Deadline reminders and check-ins that bring clients back each year.

Example build

What we'd build for a firm like yours.

Describe your business in a sentence. AI Studio builds the apps, with real code you own, and your AI agents are switched on around them. Build it yourself, or have us build it for you.

See AI Studio

An example for illustration. Yours is built around how you work.

AIAI StudioLive
A law firm site with a free consultation form, booking and e-signed engagement letters

Apps built

  • Firm website with consultation booking
  • Client intake and engagement letters with e-signature
  • Client portal for documents and invoices
  • Deadline reminders for every client

Agents switched on

  • Intake agent qualifies and books consultations
  • Document agent reminds clients what's missing
  • Check-in agent before each deadline
TypeScript · React · synced to GitHub

Customers

Real customers. In their own words.

Unscripted videos from customers across British Columbia who run their business on QuantumStack.

Ama

Chef, Basma

Recommended for Professional firms

Build + Grow

$149$99/mo

Founding price · locked for life

  • AI voice agents: 100 minutes a month
  • AI chat agents: 1,000 replies a month
  • AI Studio, booking, payments and one inbox
  • 7-day free trial, cancel anytime
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Questions

What firms ask us.

Can clients upload documents?

Yes. Clients upload files through forms or a portal we build for you, and they're saved to their record.

Can we send engagement letters for e-signature?

Yes. Send documents to sign online, and take a retainer as soon as they're signed.

Can each advisor have their own calendar?

Yes. Each person has their own hours and booking link, and enquiries can go to the right person.

More industries

See them all

Run your firm on AI. Starting this week.

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