AI Voice Agent
for Inbound
Call Handling
A dedicated, human-grade voice automation system designed to elevate client experience and reduce operating cost from day one.
- Prepared for
- Mr. David & Mr. Hector
- Law & Notary Firm
- Prepared by
- Soluciones 360 Technology
- S360T
- Location
- Los Angeles, CA
- United States
- Date
- June 2025
- Version 1.0 · For Review
Reliability is the standard your clients expect.
Your firm serves a client base that deserves consistent, professional, and immediate attention — retirees navigating important financial and legal decisions regarding their retirement accounts.
Every unanswered call, every hold time, every inconsistent response is a missed opportunity to build trust with clients who value reliability above everything else.
Soluciones 360 Technology designs intelligent automation systems that don't just replace tasks — they elevate the standard of service your firm delivers, at a fraction of traditional operating costs.
This proposal outlines a dedicated AI Voice Agent built specifically for your firm's inbound call needs: capturing client intent, collecting critical information, and routing it instantly to your team.
Traditional call handling is expensive and inconsistent.
Managing inbound calls through human agents — in-house or outsourced — introduces significant cost and operational risk.
| Model | Cost / agent / month | Limitations |
|---|---|---|
| U.S.-based agent | $3,200 – $5,500 | Highest cost, benefits, turnover |
| Philippines BPO | $1,280 – $2,880 | Time zone gap, accent variance |
| India BPO | $1,120 – $2,560 | Accent variance, high churn |
| In-house junior staff | $2,500 – $3,800 | Training time, sick days |
Inconsistent quality
Every call sounds different depending on who answers.
Limited availability
Business hours only, rarely weekends.
Scaling friction
More volume always means more headcount.
Human error
Mislogged requests and forgotten follow-ups.
A voice agent built for legal-industry precision.
A purpose-built AI voice agent designed to handle your firm's inbound calls with retiree-friendly communication and zero overhead.
Indistinguishable from human.
Natural American English — cadence, tone, and conversational pauses that mirror a trained receptionist. In real-world deployments, callers consistently fail to identify the agent as automated. A dedicated Los Angeles area code number makes every call feel local from the first ring.
Call types handled
Capital Withdrawal
Client wishes to withdraw a portion of their account principal.
Interest Withdrawal
Client wishes to withdraw accumulated interest only.
Interest Retention
Client wishes to leave interest in their account for continued growth.
General Inquiry
Questions about account status, options, or process.
What happens on every call
- 01
Greets the caller with context-aware professionalism.
- 02
Identifies the type of request through natural conversation.
- 03
Collects the client's full name and specific request or comment.
- 04
Confirms the information back to the caller.
- 05
Closes the call with a clear next-step message and logs everything.
What's included and what's not.
- AI Voice AgentNatural American English — trained on retirement-account context.
- LA Phone NumberDedicated local area code (213 / 310 / 323 / 424).
- Call Flow DesignStructured conversation script covering all 4 inquiry types.
- Google Sheets IntegrationNew dedicated sheet auto-populated with timestamp, name, request type and comment.
- Email NotificationAutomatic email after every call with the same logged data.
- Testing & QAFull call simulation testing before go-live.
- Go-Live SupportOne week of monitored launch with real-time adjustments.
- Financial transaction processing of any kind
- CRM integrations (available as a future module)
- Outbound calling campaigns
- Multilingual support (Spanish version available as add-on)
The full workflow, stack & connections.
Enterprise-grade infrastructure with no single points of failure. End-to-end flow from inbound call to structured output.
All components are hosted on secure cloud infrastructure. No data is stored beyond what is logged to your Google Sheet.
Save $10,000–$30,000+ per year.
Higher consistency, zero training time, and 24/7 availability from day one — at a fraction of traditional call-center pricing.
| Solution | Setup | Monthly | Annual |
|---|---|---|---|
| Philippines BPO (1 agent) | $500 – $1,000 | $1,280 – $2,880 | $15,860 – $34,560 |
| India BPO (1 agent) | $500 – $1,000 | $1,120 – $2,560 | $13,940 – $31,720 |
| U.S. In-House Staff | $3,000+ | $3,200 – $5,500 | $41,400 – $69,000 |
| S360T AI Voice Agent | $1,200$840 | $250 | $3,840 |
Agent configuration, conversation design, integrations, testing, and go-live support.
Infrastructure, phone number, AI processing, Google Sheets sync, email notifications, and ongoing monitoring.
Live in 7 business days.
We don't sell software. We design systems.
Soluciones 360 Technology is a B2B automation and AI systems firm. Every system we deliver must run reliably, require minimal human intervention, and produce measurable results from day one.
We have built and deployed automation systems for professional services firms, property management companies, and client-facing operations across multiple industries. This solution is a proven architecture adapted to your firm's specific needs.
Ready to go live in 7 business days?
Here's everything we need from you to start configuration.
- Signed proposal acceptance (reply confirmation is sufficient).
- Google Workspace access — share the Sheet with our integration account.
- Designated email address for call notifications.
- 50% deposit of the discounted implementation fee ($420 USD) to begin configuration.