Case study · Professional services · New Town
Lomond & Grey Accountants
An understated, credibility-first rebuild for an Edinburgh accountancy practice, with an AI assistant that routes enquiries so billable time goes to the right clients.
Results dashboard
Illustrative results
Concept demonstration — figures are illustrative of the kind of impact these AI features typically deliver, not real client data.
+60%
Qualified leads
1 day
Average response time
4 hrs
Partner time saved weekly
100%
Urgent enquiries flagged same-day
Before
The Challenge
- Sole trader and limited company enquiries landed in the same generic inbox
- Common tax-deadline questions took up hours of partner time each week
- The old site read like a brochure — no clear next step for a visitor
After
The Solution
- An understated, trust-first redesign organised around client type
- An AI FAQ assistant that answers common deadline questions instantly
- A lead-qualification form that routes individuals and businesses to the right team
Website showcase
This isn't a static mock-up — it's the real, working site. Scroll and click around inside the previews below.
Key pages in this project
Try Lomond & Grey Accountants's AI assistant yourself
This is a real, working conversation — not a script. Lomond & Grey Accountants is an illustrative portfolio example, but the assistant below is genuinely thinking through what you type.
What the AI actually does
Try it for real in the demo above — here's what's happening behind each conversation.
AI FAQ Assistant
Answers common tax-deadline questions instantly, so clients aren't waiting on an email the night before it's due.
Client Onboarding & Routing
Qualifies each enquiry by client type and routes it to the right team automatically.
How it actually works
From the moment a customer types a question, to the business getting notified — end to end, automatically.
Customer asks a question
AI understands intent
Knowledge base searched
Response generated
Booking created
Business notified
“Enquiries used to all land in one inbox regardless of what they actually needed. Now the right person sees the right question, first time.”
Partner, Edinburgh accountancy practice
Technologies used
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