What we need to see
Recent anonymised enquiries, your service area, qualification rules and the replies your team is happy to send.
Enquiry triage · Professional services
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.
Tell us the task, your current tools and where the work gets stuck. We will help you choose a sensible first scope.
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.
The work in context · Illustrative scenes
Start with the professional services workflow.
Use representative inputs from the business to scope enquiry triage. Agree what the system prepares and what a person needs to check.
Make the handover part of the build.
Test normal work, missing information and failures with the team, then hand over clear review steps and practical guidance.
Tuned for professional services.
01
Classify the enquiry
Practice area, matter type, urgency, geographic location, prospect quality indicators. Routes to the right team with all the context.
02
Run preliminary conflict check
Parties mentioned in the enquiry checked against your conflict-check database. Potential conflicts flagged before partner time is spent.
03
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.
04
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.
We integrate with what you have.
- Practice management (Clio, Actionstep, LEAP)
- CRM (HubSpot, custom)
- Conflict-check databases
- Email (Outlook 365 / Gmail)
- Document management
We check your software version, available API or export, access permissions and any supplier fees before quoting. If a reliable connection is not available, we will explain the practical alternatives.
Prove it on your own work first.
How we judge the pilot
Compare response time, correct routing and qualified enquiries, including urgent messages and poor-fit requests.
What stays in your hands
Agree which acknowledgements can send automatically. Quotes, sensitive replies and uncertain classifications go to a person.
Fixed fee, phased delivery.
£3,200-£10,000 for build, ~£200-£500/month for hosting
From £3,200excluding VAT
Enquiry triage for professional services
- Workflow audit + industry-specific spec
- Build, integrations, and tuning to your real data
- Deployment, handover and agreed access controls
- Hosting, AI usage and ongoing support quoted separately
Things people in this industry ask us.
01How 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.
02What 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.
03Can 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.
04Does 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.
05What 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.
Zoom out.
Related solutions.
Keep exploring
Turn the idea into a working system.
What could work
better for you?
A new website. More customers. Less admin.
Tell us where you want to get to. Chris or Kay will reply within one working day.