The Situation
A professional services firm struggled with a manual client intake process that involved multiple email exchanges, spreadsheet tracking, and inconsistent qualification criteria across team members.
What We Built
We built an intelligent intake system that qualifies leads automatically, collects structured information through a conversational interface, and feeds qualified prospects directly into their CRM with full context — eliminating the back-and-forth.
The Outcome
Client onboarding time dropped from 2 weeks to under 4 days. The team now spends their time on high-value conversations instead of administrative follow-ups.