Enquiry qualification
Your fit criteria applied consistently, so partners spend their time on the enquiries worth having and the rest are handled gracefully.
How it worksAI Automation for Miami Professional Services Firms
Billable people should not be spending their week on intake and admin.
In short
Professional services firms — accountants, consultants, agencies and B2B providers — use automation to qualify enquiries before they reach a partner, book consultations, run client onboarding end to end, and remove the repetitive internal admin that fills a week without generating a fee.
The Problem
What this industry loses enquiries to
These are the patterns we see repeatedly in professional services across Miami-Dade and Broward.
- Senior people spend time on enquiries that were never a fit.
- Consultation scheduling turns into an email thread.
- Onboarding a new client is a manual checklist that varies by who does it.
- The same documents are requested and chased by hand every time.
- Reporting is assembled from several systems each month.
- Proposals go out and are followed up inconsistently.
Workflow Example
From enquiry to onboarded client
This is the sequence we build for this industry. Yours will differ in the details — that's what the audit is for.
- Enquiry receivedWebsite, referral or campaign
- Qualified automaticallyScope, budget range, timeline, fit against your criteria
- Consultation bookedWith the right person, or declined politely if out of scope
- Proposal follow-upScheduled check-ins until a decision
- Client onboarding triggeredEngagement letter, documents, access, welcome sequence
- Internal tasks assignedOwners and deadlines set automatically
- Reporting updatedPipeline and delivery status in one place
What We Build
The automations that matter most here
Usually in this order, because the first one tends to pay for the rest.
Consultation scheduling
Live availability offered inside the conversation, with reminders and simple rescheduling.
How it worksClient onboarding
One trigger runs the whole sequence — documents, access, welcome communications and internal setup tasks.
How it worksPipeline and reporting
Stages that update on real events, and reports that assemble themselves.
How it worksQuestions
Questions from professional services
Will it turn away good enquiries?
It applies the criteria you set, and anything ambiguous goes to a person rather than being declined. We deliberately tune it to escalate rather than reject.
Can it handle document collection?
Yes — requesting, chasing, receiving and filing documents is one of the most common automations we build for professional firms.
Does it work with our tools?
Most business software with an API or a Zapier/Make connector. We confirm the specific stack during the audit.
How much internal change is involved?
Usually less than expected. We build around your existing process and only suggest changing a step when the current one makes automation fragile.
Can we start small?
Yes, and we usually recommend it. One process, proven, then the next.
Solutions for professional services
Other industries
Let's look at your professional service workflow.
We'll identify missed opportunities, repetitive processes and follow-up gaps in your business, and show you where automation can make the biggest impact.