Professional services clientQualified enquiries, answered in minutes
The problem
Enquiries arrived by form, phone and email into three different places. Whoever noticed first replied, and if nobody noticed, the enquiry aged. In a market where prospects contact three firms at once, the slowest reply loses regardless of who is best suited to the work.
Project summary
- First response
- Same hour
- Enquiries left unrouted
- 0
- Services
- AI agents, Workflow automation
- Delivered
- May 2026
- Industry
- Professional services
What we did
One intake surface, then an agent that asks what a partner would ask: scope, timeline, budget range, jurisdiction. The answers are written into the record rather than sitting in a reply thread, and the enquiry is routed by service area and availability with the context attached.
Follow-up is sequenced: an acknowledgement immediately, a reminder before the call, and a nudge when a thread goes quiet.
What changed
Nothing waits for someone to notice it. The partner who picks up an enquiry has the qualifying answers before the first conversation, so that conversation starts at the useful part.
Questions professional firms ask usAnswered from what we built for this client.
Can AI answer new enquiries for my firm?
It can do the first part. For this firm an agent asks what a partner would ask (scope, timeline, budget range, jurisdiction) and writes the answers into the record, so the partner who picks it up starts with the facts.
How can my firm reply to enquiries faster?
Bring them into one place first. Enquiries here arrived by form, phone and email into three inboxes; now they land on one intake surface and get an acknowledgement immediately.
Can enquiries be routed to the right person automatically?
Yes. Each enquiry is routed by service area and availability, with the qualifying answers attached, so nothing waits for someone to notice it.
Can follow-up emails be sent automatically?
Yes, in sequence: an acknowledgement immediately, a reminder before the call, and a nudge when a thread goes quiet.
Do you build AI agents for lead qualification?
Yes, as part of our automation work. The agent qualifies and routes; people still have the conversations. That split is what keeps replies fast without handing the client relationship to software.