New Clients Onboarded Before Competitors Reply.
Professional services firms compete on responsiveness as much as expertise. New-client enquiries that wait two days for a response often choose the firm that replied in two hours. AI triage handles new enquiries fast, runs initial qualification, checks for conflicts, and routes to the right partner with full context.
The promise
Where it hurts
The professional services reality.
New-client enquiries arrive via website forms, email, referrals, and direct phone. Each needs qualifying — type of matter, jurisdiction, fit with the firm, conflict check, urgency. Right now that's 30 minutes of admin per enquiry, and it lands on whoever's nearest. Some get prompt attention; others wait.
What we actually build
Tuned for professional services.
Classify the enquiry
Practice area, matter type, urgency, geographic location, prospect quality indicators. Routes to the right team with all the context.
Run preliminary conflict check
Parties mentioned in the enquiry checked against your conflict-check database. Potential conflicts flagged before partner time is spent.
Draft personalised reply
First-touch reply confirming receipt, indicating expected timeline for response, asking any clarification needed for proper assessment. Sent in your firm voice.
Onboarding workflow
Where qualified and conflict-clear: client onboarding pack sent (engagement letter, KYC requirements, payment terms). All trackable, all integrated with your practice management system.
Typical stack
We integrate with what you have.
- Practice management (Clio, Actionstep, LEAP)
- CRM (HubSpot, custom)
- Conflict-check databases
- Email (Outlook 365 / Gmail)
- Document management
If your stack isn't listed, ask — almost always we can integrate. We've connected to bespoke MES, ancient on-prem systems, and email-only interfaces.
Pricing
Fixed fee, phased delivery.
£3,200–£10,000 for build, ~£200–£500/month for hosting
From £3,200
Enquiry triage for professional services
- Workflow audit + industry-specific spec
- Build, integrations, and tuning to your real data
- Live deployment in your environment
- Ongoing tuning + accuracy monitoring
Questions
Things people in this industry ask us.
01 How does it handle conflict checks?
Parties named in the enquiry checked against your conflict-check system. Potential matches flagged for human review before any client communication beyond initial receipt acknowledgment. AI doesn't make conflict-check decisions — it just makes sure the check happens fast.
02 What about SRA / regulatory rules on client comms?
First-touch replies are receipt-acknowledgements and timeline-setting — not legal advice. The system never gives substantive professional advice. Anything beyond acknowledgement is routed to a qualified person.
03 Can it qualify the enquiry?
It runs structured qualification — practice area, matter complexity, fit indicators, urgency — and presents that to the partner before they're asked to call back. The partner makes the actual qualification call; AI just makes their decision faster.
04 Does it integrate with our practice management system?
Yes — Clio, Actionstep, LEAP, custom systems. Qualified enquiries flow into your PM system as prospect records with all the captured detail attached.
05 What about partner sensitivity?
Some partners hate "AI-generated" anything; others love removing admin. We design around adoption — for partner-sensitive firms, AI works behind the scenes and partners just see "enquiry summary" plus suggested next steps.
The pattern
See enquiry triage for other industries.
Enquiry triage
Half your enquiries are tyre-kickers.
Same pattern, different industries
Related solutions.
Let's see if we can help.
A 15-minute chat with Chris & Kay. No slides. No pitch deck. You tell us what's on your plate; we follow up by email with real thinking.