Automated Client Intake & Response
Professional Services
Before
New inquiries sat until someone had time to respond personally, sometimes hours later, with the same information typed manually into multiple places.
After
Every inquiry is automatically routed based on what the person is asking about, and receives a personalized response within a minute, no one has to be at their desk for it to happen.
Result: every new contact gets an immediate, relevant reply, automatically, every time.
Automated Marketing Content Engine
Online Education & Training
Before
A full day each week went into planning, writing, and scheduling social content by hand.
After
A connected system generates a week of on-brand content and images automatically, recommends what to post next based on real traffic data, and only needs a short review and approval before it goes out.
Result: what used to take a full day now takes about 15 minutes of review.
Intake Form
Legal Services
Before
Opening a new client file meant manually collecting information, coordinating approvals over email with no single view of where things stood, and separately drafting the engagement letter and retainer email by hand.
After
An online form automatically maps submitted information into the right system, routes it to support staff for review, then to the partners for approval, all tracked in one place.
Approach
We talked with the partners first to understand what they needed, then separately with the staff handling day-to-day intake, and combined both perspectives into the build. The partners estimate it saves 1.5 hours of billable attorney time per new client intake, time they can now bill instead of losing to admin work.
Status: intake, staff routing, and partner approval are live and working today. Automatically generating the signed engagement letter and retainer email is the next phase, currently in testing.