For agencies, accounting firms, law firms and consultants
Clients reach the right person, and the engagement letter comes back signed.
Clients call the firm, not the person, and expect whoever answers to know their file. OVOKY gives you one firm number with a phone menu to each partner or department, one history per client across calls, SMS, WhatsApp and email, and e-signature for quotes and engagement letters, all in one browser tab.
Sound familiar?
What gets in the way today
- 01
Calls interrupt client work
Every unscheduled call pulls someone out of focused work. Letting it ring means a missed client, and answering it means a lost half hour.
- 02
Client history is in someone's inbox
Emails in personal mailboxes, calls on mobiles, notes in notebooks. When a colleague covers a client, they start from scratch and the client notices.
- 03
Quotes and engagement letters wait for a signature
The client agrees on the call, then the letter goes out as a PDF to print, sign and scan. The work can't start until it comes back.
- IVR node types
- 8
- visibility scopes: own, team and account
- 3
- event types in each e-signature audit trail
- 18
One firm number routed to the right partner or department, one history per client, and quotes and engagement letters signed online, for agencies, accountants, law firms and consultants.
Calls
A phone menu sends callers to the right department or partner, with business hours, holiday dates and a voicemail for after hours. Calls can ring a team, one person or an outside number, so a partner on the road still gets the call.
- Phone menu with a branch per department, partner or language
- Transfers to a queue, a colleague or an outside number
- Voicemails listed with the caller's number and the queue they reached
- Greetings typed and turned into speech, in 28 languages
Client history
Each client has one timeline with calls, messages, emails, notes and signed documents. When a client calls, their record opens before you answer. Visibility scopes decide whether each person sees only their own clients, their team's or the whole firm's.
- The caller's record opens when the number matches a client
- One timeline for calls, messages, notes and documents
- Callbacks and appointments on each person's calendar
- Visibility scopes: own, team or account
Quotes and engagement letters
Email the quote from your own domain with a template and the attachment, and see when it is opened. Send the engagement letter for e-signature with fields filled from the client's record, with several signers in order if needed. You receive a sealed PDF with a timestamp and an audit trail.
- Email through your own mail server, with open and click tracking
- Several PDFs and several signers per envelope
- Automatic reminders on a schedule you set
- Signing pages and emails in English, French and Dutch
The toolkit
Built for professional services
Omnichannel inboxNew
Calls, SMS, WhatsApp, email, website chat and social messages in one shared inbox, with one history per customer.
Visual IVR builder
Draw your call flow on a canvas so callers reach the right person: menus, announcements, queues, transfers, business hours and voicemail.
Phone numbers
Buy local, mobile, toll-free and other business numbers, route each one to the people who answer it and use them as caller IDs.
Softphone & CRM
A browser softphone and a contact CRM on one screen, so your team calls, answers and books the next step without switching tools.
Email & SMS
Send one-to-one emails and SMS from the contact record and run SMS campaigns, with every message logged on the contact's timeline.
E-signatureNew
Send contracts and quotes for signature from the CRM and get back a sealed PDF with its audit trail, billed per envelope.
Professional services: questions
Short answers to what teams ask us most. Something else on your mind? Talk to us
Yes. A phone menu step or a queue overflow can transfer the call to an outside number, such as a mobile. Partners can also answer from a mobile browser.
Yes. Each person gets a role, permissions and a visibility scope: their own records, their team's or the whole account. Listening to and downloading call recordings are separate permissions.
OVOKY provides a simple electronic signature under the EU eIDAS regulation, not a qualified one, with a sealed PDF, a timestamp and an audit trail. Whether that is enough for a given letter or contract depends on the document and the country, so check with your professional body or legal adviser.
No. Recording is switched on per campaign, inbound or outbound, so you choose which lines are recorded. You can leave it off on client lines and switch it on only where you need a record.
Yes. WhatsApp, SMS, email, website chat and social messages come into the same shared inbox as your calls, with one history per client.
There is no ready-made connector to practice management, accounting or legal software. Contacts come in by CSV import, and the public API lets you pull calls, SMS, voicemails and reports into another system.
Bring every customer conversation into one place
Calls, SMS, WhatsApp, email and chat in one inbox, on one invoice. Start with one team, then grow.