Automate client intake, document collection, status updates, and referral follow-up — so your team bills more hours and spends less time on admin.
"Your intake form sits in someone's email for 6 hours. Another firm called them in 8 minutes. You did not lose that client to a better consultant or a cheaper firm. You lost them to a faster phone call. Your agent makes that call in under a minute."
Industry Challenges
New client inquiries that go unanswered for hours go to the next firm on Google. Speed-to-lead is not just a sales metric — it is a survival metric.
Chasing clients for signatures, statements, and files is a time drain on billing staff. Every hour spent chasing documents is an hour not billed.
Clients want to know what is happening with their engagement without calling. Proactive communication prevents 80% of inbound status inquiries.
Most professional service firms rely on referrals but never systematically follow up with referral sources. The highest-quality leads get the least attention.
The Recommended Build
Responds within 60 seconds, collects basic information, and books a consultation. No lead waits more than a minute for acknowledgment.
Automated follow-up sequences for outstanding signatures and documents. Clients get reminded; your team does not have to chase.
Proactive milestone notifications so clients never have to call to ask. Automated updates at every stage of the engagement.
Quarterly automated touchpoints to active referral sources with appreciation and updates. Your best lead source gets consistent attention.
Automated outreach to recurring clients 60 days before their engagement window. Tax clients, renewal engagements, and retainer clients never fall through the cracks.
Expected Outcomes
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