For professional services

Only take the meetings that are real.

In a practice that bills for time, the expensive problem is not too few enquiries - it is senior hours spent on the ones that were never going to close.

Timeline
5 weeks
From
$6,000
Scope
Fixed, agreed up front
NEWSCOREDMEETINGENGAGED SCORED ON ARRIVAL / ROUTED IN UNDER A MINUTE
Fig. 04 - Law, accounting, consulting, agencies and real estate

The situation

Four ways the money leaves quietly.

None of this is a failure of effort. It is what happens when a business runs on people answering things manually, at exactly the hours those people are busiest.

  • 01

    Partners qualify their own leads

    The most expensive person in the firm spends an hour discovering the enquiry had no budget.

    Billable time spent on a no
  • 02

    Good enquiries wait two days

    The serious buyer contacted three firms on the same afternoon. The first useful answer usually wins.

    Losing on speed, not on merit
  • 03

    The CRM is a graveyard

    Notes written when someone remembers, stages that no longer reflect reality, a forecast built on optimism.

    No visibility, no forecast
  • 04

    Referrals are the whole strategy

    The pipeline is healthy until the quarter one referrer goes quiet.

    Growth you cannot plan
A closed laptop, squared papers, and a pen sit on a dark meeting table in a quiet, warmly lit professional practice.
A room where hours are billed.

What we install

One system, four parts.

Built together so they share one calendar, one customer record and one report - not four tools bolted to each other.

01

Qualification before contact

Every enquiry enriched, scored against your criteria and routed within a minute - with the unqualified placed into nurture rather than dropped.

Lead Generation & Sales Systems
02

A CRM that maintains itself

Call summaries, next steps and stage changes written automatically after every conversation, so the pipeline reflects reality without data entry.

AI Automation
03

First response, immediately

An agent that answers the first questions, captures the matter type and budget signals, and books the qualified straight into the right diary.

AI Agents
04

A site that argues your case

Practice pages written for the client's actual question, with the proof, the process and the price framing in the order a buyer needs them.

Websites & Digital Experiences

What changes

  • First response measured in seconds, not days
  • Senior time spent only on qualified matters
  • Every enquiry scored the same way, on record
  • Notes, tasks and next steps written automatically
  • Nurture that keeps slow buyers warm for months
  • A forecast built on live data instead of optimism

Installation

5 weeks from first call to live.

You see working software in week two, and you know what happens next every week until launch.

At a glance

Timeline
5 weeks
From
$6,000
  • Fixed scope, fixed price
  • Weekly working demo
  • Training and written handover
  1. Week 1

    We define what "qualified" means in your firm - precisely enough that software can apply it.

  2. Week 2–3

    Capture, enrichment, scoring and routing built. CRM cleaned or configured.

  3. Week 4

    Automatic call summaries, tasks and nurture sequences connected and tested.

  4. Week 5

    Live, with reporting your partners will actually read, and training for the team.

Questions

Asked before signing.

If yours is not here, ask it directly - you will get a straight answer, not a call booking.

Under NDA, with the minimum data necessary, and with clear rules on what may leave your systems. The AI policy we deliver covers exactly this for your own team as well.

That is why it writes itself. The design goal is that nobody has to open it to keep it accurate - summaries, tasks and stages are generated from the conversations that already happen.

The routing can flag potential conflicts against your list before a meeting is booked. The decision stays with a person; the system just makes sure the check happens every time.

Yes, and it usually matters more - with two people, an hour lost to an unqualified call is a much larger share of the week.

Start a project

Tell us the number you need to move.

One reply within one business day: an honest read on whether we are the right team, and what we would build first. No pitch deck, no discovery fee.