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Professional services · scenario

AI intake and follow-up for firms that bill by the hour.

Law firms, accountants, agencies, and clinics lose business the same way: a high-value inquiry comes in while everyone is heads-down on billable work, and by the time someone calls back, the client has hired whoever answered first. This is the system that answers instantly and books the consult.

The situation

Your time is the product, so intake always loses.

When the work is billable hours, nobody wants to stop and chase a new inquiry. So leads sit, follow-up slips, and the firm that responds fastest wins the client you were a better fit for.

Where it leaks

In the response gap.

  • Inquiries that wait hours for a callback
  • Intake forms nobody follows up on
  • Good-fit clients lost to a faster competitor
  • Staff pulled off billable work to chase leads
What we build

Intake that runs itself.

  • Instant response to every call, form, and email
  • Your qualifying questions, asked up front
  • Consults booked and confirmed automatically
  • Clean handoff with full context to the right person

What SNRG builds

Capture the matter, protect the billable hour.

Instant intake

Every inquiry answered in seconds, so you stop losing clients to whoever called back first.

Qualify & screen

Asks your fit questions, routes good matters to a booked consult, flags the rest.

Consult booking

Schedules and confirms consultations, with reminders that cut no-shows.

Follow-up that happens

Nurture sequences for inquiries that aren't ready yet, so they come back to you.

Pipeline visibility

See every inquiry, where it stands, and which sources bring the best matters.

Discreet handoffs

Sensitive details go straight to the right person, with the context they need.

What changes

How intake behaves after.

Design facts about the build, not a fabricated client result.

~60 secresponse to every new inquiry
Qualifiedgood-fit matters routed to a consult
0 hoursbillable time spent chasing leads
1 viewevery inquiry and its status

Pairs naturally with a clean CRM and an owner dashboard.

Questions

The two firms ask.

We bill by the hour, why automate intake?

Because the lead that waits an hour for a callback hires the firm that answered in two minutes. Automating intake and follow-up captures more of the work you're already paying to attract, without pulling staff off billable time.

Can it screen for the right client?

Yes. It asks your qualifying questions up front, routes good-fit inquiries to a booked consult, and flags the ones that need a partner's eyes.

For firms & practices

Stop losing clients to the response gap.

A short look at how inquiries reach you today, then a system that answers and books while you work.

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