Protect billable hours from unqualified inquiries.
Every minute spent screening a bad-fit inquiry is a minute off billable work. Northwind answers inquiries, qualifies them against your criteria, books consultations for the ones that fit, and handles intake and follow-up, so your time goes to clients, not screening.
Where opportunities are lost
- Billable time lost screening inquiries that were never a fit
- Inquiries arrive without the details needed to assess them
- Consultation scheduling turns into email ping-pong
- Follow-up on warm leads slips when you're heads-down on client work
Automation opportunities
- Qualify inquiries against your engagement criteria automatically
- Book consultations only for prospects that fit
- Collect intake details before the first conversation
- Keep warm leads followed up without manual effort
What the AI handles
- Answer 'do you handle matters / cases / work like mine?'
- Qualify by service type, scope, and fit before booking
- Collect intake information ahead of the consultation
- Run automated follow-up on prospects who don't book right away
Expected outcomes
- More billable time protected from unqualified screening
- Consultations filled with better-fit prospects
- Faster, more complete intake before the first meeting
- Fewer warm leads lost to slow follow-up
The consultation calendar that screens itself.
A dozen inquiries come in over a week. Half are outside what your firm handles. Instead of your team spending hours on calls to figure that out, the AI qualifies each inquiry against your criteria, books consultations for the five that genuinely fit, gathers their intake details in advance, and politely redirects the rest. Your week's consultations are now all real opportunities, and you didn't lose an afternoon to phone screening.
From first inquiry to the right next action.
The exact logic changes by business. The operating principle stays simple: respond immediately, capture context once, and keep the next step visible.
Lead arrives by phone, chat, or form
AI answers and captures the request
Approved questions qualify the opportunity
CRM record and next action are created
Appointment, handoff, or follow-up runs automatically
Professional Services questions, answered.
The practical questions businesses in your trade ask before getting started.
Build the right system for your professional services business.
We'll map where opportunities are lost, where staff time is spent, and which connected workflows can make the biggest operational difference.