AI Solutions · Professional Services

AI intake and follow-up for professional services

In a professional services firm, the first hours of every new enquiry go on the same steps: qualifying, collecting details, sending forms, booking a call. AI can do most of that intake consistently and immediately, leaving the firm to review and advise.

Book a discovery call

A familiar problem in Professional Services

Sound like your business?

Enquiries from the website or LinkedIn take too long to get a human response, and prospects book with whichever firm replies first — regardless of who's actually the better fit.

How we approach it

Qualify before the first call

An intake assistant asks the questions you would ask, flags poor fits politely and books qualified prospects straight into a calendar.

Documents and forms collected automatically

Engagement forms and supporting documents are requested, chased and filed without staff time.

Drafts, not autopilot

Follow-ups and summaries are drafted for a person to approve where advice or commitments are involved.

What's included

Built around how professional services businesses actually generate and lose leads.

AI-powered lead follow-up and response automation
CRM setup and pipeline automation
Workflow automation (Zapier, Make, custom code)
AI chatbot and virtual assistant integration
Automated reporting and analytics dashboards
Data processing, entry, and enrichment automation
Custom automation consulting and process mapping
Ongoing optimisation and monitoring

Who this is for

· Consultancies, law firms, and financial advisors with an outdated web presence
· B2B service firms that need a credible digital presence to win larger clients
· Firms wanting automated lead qualification before a human takes over

Talk to us about your professional services business

Professional Services work

Projects we've built in or adjacent to this industry.

FisclearGlobal financial intelligence platform

Common questions

Which tasks in a services firm are worth automating first?

Usually enquiry response, intake questionnaires, document collection and appointment booking: high volume, repetitive and easy to check.

Is it safe to use AI with client information?

Yes, with the right setup: business-tier AI services that don't train on your data, access controls, and a person approving anything that constitutes advice.

Ready to start?

Ready to stop
losing leads?

Book a 30-minute discovery call. No pitch, no pressure — just a straight conversation about what's holding your business back.