Built for professional services teams

Faster Communication, Impressed Clients

Avochato is text messaging for professional services. Client intake, scheduling, billing follow-up, and case updates in one shared inbox your whole team can see. Every reply is on the record and clients get an answer in minutes.

Text "Avo" to (415) 214-8977 and see it from the client's side.

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Example client intake, consultation reminder, and follow-up text conversations in the Avochato inbox
What customers say
"We stopped losing new clients to voicemail the week we switched to text. Everyone on staff can see where a conversation stands, so nothing gets dropped when someone's in a meeting."

Managing Partner

Regional Law Firm

The problem

Your Clients Expect Answers Fast, Your Team Is Busy

Most client communication tools weren't built for the way firms actually work. Intake that can't wait until tomorrow, a signature that needs one more nudge, and a case history that has to hold up months later.

The First Call Goes To Voicemail

A prospect gets voicemail and moves down their list. By the time someone calls back, they've already booked a consultation somewhere else.

Client Threads On Personal Phones

A partner texts a client to keep things moving along. When that partner is out, or leaves the firm, the conversation and the record go with them.

The Record Matters Months Later

A client asks about what was agreed, or an invoice comes into question. Scattered texts and half-remembered calls leave you reconstructing.

The Avochato shared inbox showing client intake, scheduling, and billing follow-up text conversations for a professional services firm
The solution

Give your whole team one line of sight

Avochato puts every text your firm sends and receives into one inbox your whole team can open, reply from, and hand off cleanly. The conversation belongs to the firm, not to a phone.

One Inbox, Whole Team

Anyone can pick up a conversation where a colleague left off, with the full history in front of them.

Drafts You Just Approve

Avo AI proposes a reply based on the conversation. Staff review, edit if needed, and send.

One Message, Whole List

Send a deadline notice or update to every client at once. Each response comes back as its own thread.

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Where it fits

Five ways firms put Avochato to work

1 of 5

Meetings People Show Up To

An automated reminder goes out ahead of every consultation, with a one-tap way to confirm or reschedule. Clients show up more often, your calendar stays accurate, and every appointment has a record behind it.

Meetings People Show Up To text conversation example

From Inquiry To Signed Client, Faster

A new inquiry comes in, routes to the right person, and collects its own intake details, all over text. Most clients hear back in minutes, while they're still deciding who to hire.

From Inquiry To Signed Client, Faster text conversation example

Every Handoff Comes With The Full History

Send an update to the whole team at once and let replies land in one inbox. Whoever picks up the file next sees exactly what happened and when, and can carry on from there.

See how the shared inbox works →
Every Handoff Comes With The Full History text conversation example

Nudges That Get Things Moving

A signature, an invoice, a document you're waiting on. A short text tends to close the loop faster than another email, and every exchange stays on record.

Nudges That Get Things Moving text conversation example

One Announcement, Every Client Reached

A tax deadline, an office closure, a change in policy. Send it once, to everyone, personalized with each client's name, and let replies come back as ordinary conversations your team already knows how to handle.

See how broadcasting works →
One Announcement, Every Client Reached text conversation example
Compliance

Everything your compliance team will ask for

Avochato is SOC 2 Type II certified with TCPA consent handling built in, so the security and consent groundwork is in place before your first message goes out.

01
Encrypted And Secure

Every message is encrypted in transit and at rest.

02
Role-Based Access

Only the right people on your team can see a given conversation.

03
Full Audit Trail

A complete log shows exactly who sent, read, or accessed each message, and when.

04
Consent On Record

Clients confirm consent by text before any automated messages go out, satisfying TCPA rules.

05
SOC 2 Type II

Independently audited under SOC 2 Type II, year after year.

SOC 2 certified badge TCPA compliant badge
What's inside

Built to run your whole client pipeline

Shared Inbox

One place for every client thread, so anyone on staff can jump in without a recap.

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Broadcast SMS & MMS

Message an entire client list at once, and let each reply land as its own conversation.

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Avo AI Agents

Let AI handle the questions you get asked every week, and pass the rest straight to a person.

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Live Chat Widget

A site visitor starts a chat, and the conversation keeps going by text after they close the tab.

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Analytics & Reporting

See how fast your team responds and where a conversation needs attention.

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Integrations

Connects to Salesforce, Slack, Microsoft Teams, Okta, and thousands of other tools through Zapier.

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Who uses it

A fit for almost any client-facing practice

Law Firms

Run new inquiries and case updates through one firm number the whole team can see.

Accounting & Tax Practices

Collect missing documents and send deadline reminders in a few taps.

Financial & Wealth Advisory

Confirm and reschedule review meetings with a single text.

Consulting Firms

Keep every client engagement moving, each with its own clear thread.

Insurance Agencies & Brokers

Run renewal reminders and claims follow-up from one shared line your whole team can see.

Architecture & Engineering Firms

Get sign-offs and milestone updates moving in a single thread.

Give clients an easier way to reach you. Start today.

See what changes when clients can just text you back.

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Get your inbox live today. Free trial, no credit card required.

FAQs

Is it actually legal to text clients?

Yes, with consent. The TCPA requires an opt-in before you send automated or promotional texts, and it requires you to honor opt-outs right away. Routine client communication (a reminder, a status update, a document request) is fair game by text, the same as it would be by phone or email.

What security certifications does Avochato carry?

Avochato holds a SOC 2 Type II certification, renewed through an independent audit each year. Access to conversations is controlled by role, and there is a full log of who sent, read, or accessed each message, and when.

How does Avochato handle client consent?

Clients confirm by text before any automated messages go out, and that confirmation is stored with the conversation. If someone opts out, Avochato stops future automated sends to that number on its own.

What should and shouldn't go in a reminder text?

Keep it to the basics: who, what, when, where, and how to confirm or reschedule. That's usually all a client needs, and it keeps case details, account numbers, and financial specifics in a call or a secure document where they belong.

What's the advantage of texting from a firm number?

Everything stays with the firm. The record, the history, and the ability for a colleague to pick up a thread when someone is out. Staff still text from their own phones using Avochato's mobile app; they just send from the firm's number.

Can more than one person work a case or engagement at once?

Yes. Everyone assigned to a thread sees the same messages in real time, so a manager or a colleague can step in mid-conversation and know exactly where things stand.

Can we keep our existing business number?

Yes. Avochato can port in a number you already use, so clients keep texting the number they already have saved.

How fast can we be up and running?

Same day, in most cases. Sign up, claim or port a number, add your team, and you can send your first message right away. Carrier registration for higher-volume sending usually clears within 48 hours.