AI agents for professional services

Consultancies, accountants, and legal practices qualifying enquiries before a partner's time gets involved.

Matches the existing Lead Qualifier demo scenario — Meridian Consulting, a B2B consultancy.

Agents that fit this business type

Lead Qualifier

Ask the right questions, qualify prospects, and capture details for follow-up.

Proposal Generation

Drafts a structured proposal outline from a prospect's needs and budget.

Client Onboarding

Turns a signed client's intake answers into a welcome pack and task checklist.