Every inquiry answered in minutes, and only good fits reach your team
We reply to every new inquiry fast, ask the questions you would ask, and pass you a short summary of the prospects who fit. The rest get a polite, helpful answer, so your reputation stays intact.
21×
more likely to qualify a lead when the first contact happens within 5 minutes instead of 30.
- Replies in minutes, not days
- Your criteria, your questions
- Clear summaries for your team
Leads go cold while your team is busy
During busy season, inquiries wait hours or days for a reply. By then the prospect has already booked with the firm that answered first.
We cover your inquiries during the hours you choose, reply quickly, ask your qualifying questions, and hand over only the ones worth your time, with notes.
Where this fits
Lead qualification is part of stage 2, convert leads. It works on its own, and even better with:
Everything you need, handled for you
Pick the full service or the parts you need. Every item is delivered in your firm’s name.
Fast first reply
Every web, phone and ad inquiry gets a personal reply quickly during covered hours.
Your questions
A short script built from what you need to know before a meeting.
Fit scoring
Each lead marked as qualified, follow up or not a fit, with the reason.
Clear summaries
A short note on every qualified lead: need, timing, budget and best next step.
Follow-up sequence
Polite follow-ups for prospects who don’t reply straight away.
Data handled safely
Consent recorded, access limited and data kept only as long as needed.
How we decide who is a fit
Four simple questions, adjusted to your firm, separate real prospects from time-wasters.
Four steps from first call to results
- 1
Agree the criteria
We define what a good lead looks like for each of your services.
- 2
Connect your sources
Website forms, ads, calls and email inquiries flow to one place.
- 3
Reply and qualify
Our team replies fast, asks your questions and scores every lead.
- 4
Hand over or book
Qualified leads go to your team or straight into your calendar.
Built for licensed finance and tax firms
Questions about lead qualification
Do you use AI to reply?
We use AI to help draft replies and summaries quickly, and trained people check the conversation. Any AI voice calls only go to people who gave prior consent, as the rules in many markets require.
What hours do you cover?
You choose. Many firms want evenings and weekends covered during busy season, when their own team is offline.
What happens to leads that aren’t a fit?
They get a polite, helpful reply, and where you like, a referral to someone better suited.