Book a Call

Service

Included in the Stack

AI Lead Qualification & Intake

Inbound leads scored, qualified, and intake-formed before they reach your team, so staff time goes to the ones worth signing.

Book a call
Built for
Law firms · Real estate · Clinics
How it works

Step by step

  1. THE PROBLEM

    Staff spend the day on enquiries that were never going to convert, while the leads worth signing wait in the same queue and go cold.

  2. STEP 1

    Qualification criteria

    We set what a good lead looks like for your business.

  3. STEP 2

    Intake questions

    Every enquiry answers the same intake questions, in plain language.

  4. STEP 3

    Scoring & ranking

    Leads are scored and ranked so the best ones rise to the top.

  5. STEP 4

    Routing rules

    Rules decide who gets each lead and how fast.

  6. STEP 5

    CRM hand-off

    Qualified leads land in your CRM with the full intake attached.

  7. THE RESULT

    Every enquiry is qualified against your criteria, the intake details are gathered up front, and only the leads that fit reach a person — ranked, with the context already attached.

THE NUMBERS

94%

of law-firm intake calls are never reviewed for quality

53%

higher revenue for solo firms using intake tech like schedulers and e-signatures — 28% for small firms

Questions

What does AI Lead Qualification & Intake do?

Every enquiry is qualified against your criteria and the intake details are gathered up front. Only the leads that fit reach a person, ranked, with the context already attached.

How are leads qualified?

The build sets your qualification criteria and intake questions, then scoring and ranking, routing rules, and a hand-off to your CRM.

Who is it built for?

Law firms, real estate and clinics.

Can I buy AI Lead Qualification & Intake on its own?

No. AI Lead Qualification & Intake is delivered inside the Automation Stack, where three to five systems are built and connected as one. It is included in the Stack at no extra build cost.

How much does AI Lead Qualification & Intake cost?

Every engagement is scoped and priced per client, based on what you need built. Book a call and we will give you a number.

Related Services

AI ReceptionistA voice agent that answers the calls you can't, books the job, and qualifies the caller before it reaches you.Who it's forTrades · Clinics · Law · RestaurantsSpeed-to-LeadAn instant automated reply to every new lead while intent is still high, then routing to your team.Who it's forTrades · Clinics · Law · Real estate · Restaurants

Tell us where the time, money, and work is slipping. We’ll tell you what’s worth fixing first.

Average response time: under 24 hours