Phone Service for Lawyers, Accountants, & Financial Advisors
Get a business number and virtual phone system for your professional services business.
Tailored for lawyers, accountants, financial advisors, and insurance agents, our virtual phone system ensures that every client call is handled professionally. With features like advanced call routing, customizable voicemails, and the ability to work from anywhere — Unitel empowers you to maintain the high standard of service your clients expect. Elevate your practice with a phone system that reflects your commitment to excellence and client satisfaction.
Phone Service for Lawyers, Accountants, & Financial Advisors
Get a business number and virtual phone system for your professional services business.
Tailored for lawyers, accountants, financial advisors, and insurance agents, our virtual phone system ensures that every client call is handled professionally. With features like advanced call routing, customizable voicemails, and the ability to work from anywhere — Unitel empowers you to maintain the high standard of service your clients expect. Elevate your practice with a phone system that reflects your commitment to excellence and client satisfaction.
What kind of business phone service does a professional services provider need?
Providers in the professional services sector, including financial advisors, lawyers, accountants, and insurance agents, require a reliable phone system to handle confidential communications. Unitel offers a solution that meets these needs, providing features like dedicated business lines, call forwarding, and business voicemail for efficient and private client interactions.
- Confidentiality: Dedicated communication lines for sensitive information.
- Reliability: Consistent and dependable for crucial client calls.
- Efficiency: Streamlined management of appointments and inquiries.
What kind of business phone service does a professional services provider need?
Providers in the professional services sector, including financial advisors, lawyers, accountants, and insurance agents, require a reliable phone system to handle confidential communications. Unitel offers a solution that meets these needs, providing features like dedicated business lines, call forwarding, and business voicemail for efficient and private client interactions.
- Confidentiality: Dedicated communication lines for sensitive information.
- Reliability: Consistent and dependable for crucial client calls.
- Efficiency: Streamlined management of appointments and inquiries.
Why does a professional service provider need a business number and a virtual phone system?
A business number and virtual phone system are essential for professional service providers to establish credibility, maintain a clear division between personal and work communications, and manage client interactions effectively. This setup is particularly beneficial for smaller practices or solo practitioners, allowing them to handle client calls from any device, cell phone, laptop, or desk phone.
- Professional Credibility: Enhances the image of the practice.
- Clear Communication: Segregates professional and personal calls.
- Client Management: Organizes client interactions and follow-ups efficiently.
Why does a professional service provider need a business number and a virtual phone system?
A business number and virtual phone system are essential for professional service providers to establish credibility, maintain a clear division between personal and work communications, and manage client interactions effectively. This setup is particularly beneficial for smaller practices or solo practitioners, allowing them to handle client calls from any device, cell phone, laptop, or desk phone.
- Professional Credibility: Enhances the image of the practice.
- Clear Communication: Segregates professional and personal calls.
- Client Management: Organizes client interactions and follow-ups efficiently.
How do professional service providers get set up with business phone service?
With Unitel, it’s simple. Pick an appropriate business number (local, toll-free, or vanity) and set up your auto attendant with call routing to specific departments or individuals, then set up a professional voicemail message to handle client calls when you are unavailable.
- Easy Setup: Ideal for small firms without on-staff IT personnel.
- Customizable Features: Tailor the system to specific professional services.
- Scalability: Adjust the system as your practice grows or evolves.
How do professional service providers get set up with business phone service?
With Unitel, it’s simple. Pick an appropriate business number (local, toll-free, or vanity) and set up your auto attendant with call routing to specific departments or individuals, then set up a professional voicemail message to handle client calls when you are unavailable.
- Easy Setup: Ideal for small firms without on-staff IT personnel.
- Customizable Features: Tailor the system to specific professional services.
- Scalability: Adjust the system as your practice grows or evolves.
Features Built for Business Builders
The Phone System Features You Need To Build Your Business
Features Built for
Business Builders
The Phone System Features You Need
To Build Your Business
Phone Numbers
Call Handling
Working Remote
Business Phone Systems for Lawyers, Accountants, Financial Advisors, & Insurance Agents
What You Need To Know
1. How can Unitel's phone system improve client relations for financial advisors and tax services?
Unitel’s phone system can significantly improve client relations for financial advisors and tax services by offering dedicated lines for client consultations, financial discussions, and voicemail-to-email transcription for quick follow-ups on client inquiries.
- Dedicated Client Consultation Lines: Provide focused, uninterrupted service.
- Secure Communications: Ensure confidentiality for financial discussions.
- Efficient Follow-Ups: Manage client inquiries and document interactions effectively.
2. What benefits does Unitel offer for insurance agents and consultants?
Unitel lets you run your business from anywhere on any device. Its virtual phone system will ensure you are always reachable and professional. It will keep your clients happy and your reputation as a responsive professional intact.
- Appointment Management: Organize and set up client meetings.
- Information Dissemination: Efficiently communicate policy details or consulting services.
- Client Interaction Records: Keep track of client communications for better service continuity.
3. Is Unitel a well-suited business phone system for lawyers and law offices?
Absolutely, Unitel is well-suited for law firms. It allows for the efficient handling of client calls, coordination of legal consultations, and secure transmission of confidential information, which are essential aspects of legal practice. It allows small law firms and sole practitioners to handle client calls professionally without the cost or complexity of traditional business phone systems. Also, there’s a marketing benefit with Unitel, law firms can set up toll free numbers, 1-800 numbers, and vanity numbers to advertise with and track calls to see if their ads are working.
- Confidential Client Communication: Maintain the privacy of legal discussions.
- Consultation Coordination: Streamline scheduling of legal appointments.
- No Tech Skills Required: You don’t need an IT department or even a tech guy.
4. Is Unitel a good business phone system for accounting firms and accounts?
Unitel assists accountants by providing a reliable phone system for scheduling client appointments, managing inquiries about financial services, and facilitating secure discussions on sensitive financial matters, which is crucial for maintaining client trust and professionalism. Whether you’re a small firm or sole practitioner, Unitel is a business phone system that will help you sound professional and stay connected.
- Appointment Scheduling: Organize client meetings for audits, tax preparation, etc.
- Inquiry Management: Handle questions about financial services efficiently.
- Work From Anywhere: You can take client calls on your smartphone, laptop, or desk phone.
5. What makes Unitel a suitable business phone system for investment firms and financial planning services?
For investment firms and financial planning services, Unitel offers a communication system that can handle detailed client consultations, provide updates on investment opportunities, and support ongoing client relationship management, all contributing to a trustworthy and efficient financial service.
- Detailed Client Consultations: Facilitate in-depth investment discussions.
- Investment Updates: Communicate timely information on market opportunities.
- Client Relationship Management: Maintain and enhance ongoing client interactions.
6. Can Unitel enhance communication efficiency for solo practitioners in professional services?
Yes, Unitel is ideal for solo practitioners in professional services, providing the flexibility to manage client communications on any device, set up personalized voicemail messages, and handle calls remotely, which is essential for maintaining a high level of service.
- Solo Practitioner Flexibility: Manage business communications single-handedly.
- Personalized Voicemail Setup: Tailor messages for a professional touch.
- Remote Call Handling: Stay connected with clients from any location.
7. How does Unitel’s business phone system support the unique needs of specialized consulting services and independent consultants?
Unitel supports the unique needs of specialized consulting services by offering customizable communication solutions. This includes setting up dedicated lines for specific consulting areas and providing detailed information through custom greetings and messages, ensuring clarity and professionalism in niche service areas.
- Specialized Consulting Lines: Dedicated extensions for specific consulting services.
- Customized Information Sharing: Provide specific details through tailored messages.
- Targeted Client Communication: Ensure professional and clear interactions in specialized consulting fields.
8. Can my firm get a vanity toll free number?
Whether you’re a law firm, financial planner, or tax accountant, getting a vanity toll free number makes for a great marketing move. With Unitel, you can easily set up a vanity 800 number for your business and track the calls to ensure your ads work. Advertise your vanity number on billboards, radio ads, or TV commercials. Unitel is a low-cost way to get a great business number.
- Easy Setup: Choose and set up your vanity 800 number with Unitel, simplifying the process to get you started quickly.
- Track Call Performance: Monitor the effectiveness of your advertising by tracking calls to your vanity number, ensuring your marketing efforts are hitting the mark.
- Versatile Advertising: Promote your business across various platforms, from billboards to radio and TV commercials, with a memorable vanity number that boosts your brand visibility.
9. What types of professional service get business phone service from Unitel?
We provide toll free numbers, local numbers, vanity phone numbers, and business phone systems to a wide range of businesses in the professional services industry.
Here’s a list from A-Z:
Accounting Firms: Offer comprehensive accounting services including bookkeeping, auditing, and financial reporting, catering to businesses and individuals.
Actuarial Services: Provide actuarial analysis and consulting services, assisting clients in managing financial risks and ensuring compliance with regulations.
Architectural Firms: Specialize in planning, designing, and overseeing the construction of buildings and structures, serving both public and private sectors.
Business Consulting Firms: Offer advice and expertise to businesses to improve their operations, strategy, and profitability.
Corporate Training Services: Provide professional development and training programs designed to enhance employee skills and organizational performance.
Credit Counseling Services: Offer advice and solutions for managing debt and improving financial situations for individuals and families.
Economic Research Firms: Conduct research and analysis on economic conditions and trends to inform businesses and government policy-making.
Engineering Firms: Offer professional engineering services across various disciplines, including civil, mechanical, and electrical engineering.
Environmental Consulting Firms: Provide advice and services related to environmental compliance, management, and sustainability.
Financial Advisory Firms: Offer financial planning and advice, including investment management, retirement planning, and wealth management services.
Human Resources Consulting Firms: Provide advice and services related to human resources management, including recruitment, training, and organizational development.
Insurance Agencies: Offer a range of insurance products and services, providing coverage and risk management solutions for individuals and businesses.
Investment Firms: Provide investment services and advice, managing assets and portfolios for a variety of clients.
Law Firms: Offer legal services and representation in various areas of law, catering to individuals, businesses, and organizations.
Management Consulting Firms: Provide strategic and operational advice to businesses to improve efficiency and achieve organizational goals.
Market Research Firms: Conduct research to gather and analyze data on consumer preferences, market trends, and competitive landscape.
Patent and Trademark Offices: Offer services related to the registration and protection of intellectual property, including patents and trademarks.
Public Relations Firms: Specialize in managing and improving the public image of businesses, organizations, or individuals.
Real Estate Appraisal Services: Provide valuation and appraisal services for property and real estate, serving buyers, sellers, and lenders.
Recruitment Agencies: Specialize in matching employers with suitable candidates for job vacancies, offering services for various industries and levels.
Risk Management Firms: Provide services and advice to help businesses identify, assess, and manage financial and operational risks.
Software Development Firms: Specialize in creating, developing, and maintaining software applications for various purposes and industries.
Statistical Analysis Firms: Offer statistical analysis and data modeling services to help businesses and organizations make informed decisions.
Tax Preparation Firms: Provide tax filing and consulting services, helping individuals and businesses comply with tax regulations and optimize their tax situations.
Translation and Interpretation Services: Offer language translation and interpretation services for businesses, government agencies, and individuals.
Built for Business Builders
The Phone System Built for Business Builders Across Industries
By Business Type
Business Type
Built For Business Builders
The Phone System Built for Business Builders Across Industries
By Business Type
By Industry
Built for Business Builders. Backed by Outrageous Support.
Spend time building your business, not setting up your phone system. You don’t need tech skills or an IT department. If you hit a snag, we’ll take care of it.
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- Award-Winning Support
- Try It 30-Days Risk-Free
- Satisfaction Guaranteed
