AI client onboarding and communication for professional services
Dunefox helps agencies, law firms, consultancies, and accounting practices automate the entire client lifecycle, from first inquiry to signed engagement, smooth onboarding, and ongoing communication. Less time on admin, more time on the work clients pay you for.
Dunefox Client Assistant
Your experts are stuck doing admin
Billable hours disappear into intake forms, scheduling, and document chasing. Slow responses make prospects question whether you are even available.
The old way
- New enquiries wait hours for a reply and go elsewhere.
- Client intake and document chasing eat senior time.
- Scheduling is a back and forth that never ends.
- Contract review and research swallow fee earner hours.
- Status updates and follow ups slip through the cracks.
With Dunefox
- Every enquiry is answered instantly and qualified before a call.
- Intake and documents are collected in chat before the first meeting.
- Consultations book and confirm themselves with reminders.
- Dunefox cuts contract review and research from hours to minutes.
- Clients get proactive updates and nothing is forgotten.
Everything your firm needs to serve clients faster
Dunefox handles the operational layer of your practice so your team delivers high value work.
Onboarding
AI client onboarding
Dunefox automates onboarding end to end, collecting requirements through structured conversation, validating documents, sending welcome sequences, and building a complete profile before the first meeting. Clients arrive fully onboarded.
Lead capture
24/7 lead qualification
Prospects reach out through your website, WhatsApp, LinkedIn, and referrals at all hours. Dunefox responds instantly, qualifies against your ideal client criteria, and routes serious prospects to the right person.
Documents
Document collection and intake
Dunefox guides clients through document submission in conversation. Files are organised, attached to the client record, and flagged for review. No chasing, no email threads, no missing files.
Operations
Meetings, time, and knowledge
Dunefox cuts daily admin across the practice, generating meeting summaries, tracking billable time, managing knowledge bases, and routing internal queries. Every hour saved goes to client delivery.
Contracts
Contract review and compliance
Dunefox reviews contracts against your standard terms, highlights unusual clauses, flags compliance risks, and summarises key obligations, cutting review from hours to minutes.
Research
Research and intelligence
Dunefox gathers data from multiple sources, tracks competitors, searches case databases for precedents, and delivers structured summaries your team can act on in minutes.
Communication
Automated client communication
Dunefox sends status updates, milestone alerts, and meeting confirmations automatically, and answers routine client questions 24/7 with human escalation the moment a query needs it.
Insights
Practice analytics
See enquiry sources, common requests, and bottlenecks, then streamline how your firm runs.
AI across the full client lifecycle
From first inquiry to ongoing retainer, Dunefox removes admin from every client relationship.
Capture and qualify every lead
- Respond instantly across website, WhatsApp, LinkedIn, and referrals
- Qualify against your ideal client criteria
- Collect initial brief details in conversation
- Route serious prospects to the right team member
Client intake dashboard
Dashboard preview. Add screenshot here.
From first contact to active engagement
- Collect requirements through structured conversation
- Validate and organise documents against the client record
- Send welcome sequences and confirm scope
- Hand off a complete profile before the first meeting
Onboarding workflow
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Document work and research, hours to minutes
- Review contracts and flag unusual clauses and compliance risks
- Summarise key obligations and due diligence packs automatically
- Run multi source research and precedent searches
- Send proactive status and milestone updates
Document intelligence view
Dashboard preview. Add screenshot here.
Keep clients informed automatically
- Answer routine client questions 24/7
- Send milestone, deadline, and meeting confirmations
- Escalate to a human the moment a query needs it
- Capture meeting summaries and action items
Client communication view
Dashboard preview. Add screenshot here.
Built to protect billable time
Less admin, faster turnaround, and accurate output so your experts focus on high value work.
24/7
Client response
Hours to minutes
Contract review
1 day
Typical go live
0 to 100
Lead intent score
Frequently Asked Questions
Dunefox is built for law firms, accounting and finance practices, management and strategy consultancies, marketing agencies, and any professional services team that handles documents, client communication, or repetitive research tasks. Whether you have 5 people or 5,000, Dunefox adapts to your team size and workflows.
Onboard clients faster. Communicate better. Deliver more.
Dunefox is the AI client onboarding software and communication platform professional services firms use to remove admin from every client relationship, so your team's time goes on the work that builds your reputation.
Backed by NVIDIA Inception, Google for Startups, and AWS Activate.