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Professional services

AI intake for professional services: every inquiry handled well, no client taken on by accident

Prospective clients judge a firm by how it responds to their first message. Too often that's days of silence, then a call that starts with questions they already answered. AI intake responds promptly, gathers what your firm needs to consider the matter, and routes it to the right professional. It tells the person their inquiry is received, never that it's accepted. That decision stays with your firm. We build it around the questions your firm asks and the people who decide.
Start a projectSee what it gathers ↓
the intake systema professional decidesInquiryweb form, 7:40 pmnew business, annual reviewDetails gatheredwho, what, when,documents they holdAcknowledged“received, not yetaccepted”With the partnerfit and capacityreviewedAcceptedengagement E-121openedDeclined, with a replyand a referral where you have one

Days of silence, or a prompt, careful first response

Inquiries today

  1. 01Forms and emails wait for someone to triage them
  2. 02The first call is spent collecting basics
  3. 03Some get a reply that sounds like a yes
  4. 04Nobody can say how many inquiries came in last month

Good clients go elsewhere, and the wrong ones sometimes get a hopeful answer.

With AI intake

  1. 01Every inquiry acknowledged promptly
  2. 02The details your firm needs, gathered up front
  3. 03Routed to the right professional
  4. 04Acceptance clearly separate from receipt

Your professionals spend their time deciding, not collecting.

What it gathers

Agreed with your firm, so every inquiry arrives ready to consider.
Who you arewho the prospective client is, and who's asking for themowner of a new business
What you needwhich practice should consider itannual review
By whenwhether the timing is realisticwithin six weeks
What you already havewhat documents exist, without collecting them yetlast year's accounts
How to reach youthe best way to follow upemail, weekday mornings

What it never does

  1. 01

    Accept a client

    Received isn't accepted

    Every acknowledgement says the inquiry has been received and will be considered. Only your firm says yes.

  2. 02

    Give advice

    Not even a hint

    It gathers facts and explains next steps. Professional advice comes from a professional.

  3. 03

    Collect documents too early

    Only what's needed now

    It asks what exists. Sensitive documents are collected once the engagement is accepted.

  4. 04

    Share between inquiries

    Each one kept separate

    What one person tells the intake never appears in another's conversation.

A good fit if inquiries outpace your response

Good fit

  • Inquiries arrive by form and email faster than anyone can triage them.
  • First calls are spent collecting information that could have been gathered.
  • You want a clear record of every inquiry and what happened to it.

Not the right fit yet

  • New work comes almost entirely through personal referrals and calls.
  • You want the system to accept or price engagements. We won't build that.

Related

Answer every inquiry like your best partner would

Tell us how inquiries reach you and what your firm needs to know before taking one on. We'll show you the intake we'd build.

Start a project