Voice straight through
Voice runs as voice rather than being transcribed to text, sent to a model, and read back out. There is no round trip in the middle for the client to hear.
Newo answers your firm’s line, works out what the client needs, and writes the meeting into the calendar your front office already runs.
HIPAA-compliant
and SOC 2 Type 1
Books into your
firm software
Answers nights,
weekends and lunch
How it holds a conversation
Clients forgive a receptionist who needs a second. They do not forgive being talked over, or waiting for a beep. So the way the agent handles a turn matters more than the words it chooses.
Voice runs as voice rather than being transcribed to text, sent to a model, and read back out. There is no round trip in the middle for the client to hear.
If the client keeps going, the agent stops where it is and listens. Nobody has to wait for it to finish a sentence it no longer needs to say.
The agent watches for a natural break rather than counting down a fixed timer, so a client who is still thinking is not cut off.
What it completes
This one opens the schedule, finds the client, offers the slots that are
really free, and writes the appointment in before the call ends.
The client says what
they need, in their words.
Newo works out the request
and pulls up the client.
It checks the live schedule
and writes the booking in.
The client gets a confirmation.
Your team gets nothing to retype.
Voice AI Employee
We will walk through what Newo does with the calls your front office cannot get to right now, against your own schedule and your own software.
Talk to salesFirm software
Newo reads live availability and writes the meeting back, so the diary your team opens in the morning is the one the agent has been booking into all night.
The calls it does not take
No system answers every call. What matters is what happens on the ones it should not be handling, and whether you can see that coming before it takes a single client.
A call that needs a person goes to one, and the client is told before it happens rather than after a silence. The same mechanism that tracks a promised confirmation tracks a promised transfer.
Everything the agent has learned about your firm is listed, document by document, before it goes live. If a policy is wrong or out of date, you can see it there rather than hear about it from a client.
Before you start
Yes. Newo is HIPAA-compliant and SOC 2 Type 1, with 256-bit encryption. A Business Associate Agreement is signed before any protected health information is processed.
The data processing addendum sets out how client data is handled, where it is stored, and how long it is kept. Security documentation is available for clinical risk review and procurement.
No. Newo answers the line you already publish. Your number, your voicemail, and your existing handsets stay where they are.
Every appointment Newo makes is written into your firm management system, so it is visible to your team the same way any other booking is, and can be changed the same way.
Across calls and channels
A advisory relationship runs over years, not one conversation. Newo restores what it already knows about a client at the start of every call, so a returning client is not asked to spell their name to a machine that met them last month.
Someone who calls, then texts, then emails is understood as one person rather than three, and what they said the first time is still there the third time.
Nights, weekends, lunch, and the second line while the first one is busy.