Professional services · Intake agents
AI agents for professional firms
Our AI agents respond to inquiries in seconds, qualify and triage so partners only see real fits, book the consult, follow up on proposals, and handle onboarding. The professional work stays with your team. The intake stays under firm control.
Firm controls
ethical framingAgents do not do the professional work or give advice in your field. They work inside your approved language, positioning, permissions, and escalation rules.
No professional work
No field advice
Approved language
Escalation rules
Built for
Who we serve
Firms drowning in unqualified inbound that wastes partner time
Practices where good leads sit because everyone is billing
Proposal-led firms where quotes go out and follow-up drops
Recruiters and brokers where the first response wins the deal
Office managers juggling intake, scheduling, and onboarding
intake bottlenecks we fix
Your firm is not losing work because the expertise is thin.
It is losing it in the intake. Unqualified leads eat partner hours. Good inquiries sit while everyone is billing. A proposal goes out and no one follows up. When triage and follow-up depend on a free moment, the right clients slip and the wrong ones drain the calendar.
Where professional firms leak work and hours:
- 01Partners spending billable hours on inquiries that were never a fit
- 02Good leads sitting for a day because everyone is heads-down billing
- 03Proposals sent with no follow-up, going quiet
- 04The same intake questions answered by hand for every new lead
- 05New clients stalling on onboarding documents and kickoff
- 06Referrals coming in with no fast, professional response
Admin agents
Agents for the intake side of the firm.
Each agent gets a clear job, your approved language, and a handoff rule. Your partners stay on the work only they can do. The follow-up stops falling through.
AI Lead Response
Answers new inquiries in seconds, day or night, so a good lead never sits while your team is billing.
AI Qualification & Triage
Asks your approved questions and routes only real fits to a partner, with a clean summary, so unqualified inbound stops eating hours.
AI Consult Scheduler
Books the consult, sends reminders, and follows up if a qualified prospect never picks a time.
AI Proposal Follow-Up
Follows up on open proposals on your cadence until you get a decision, so engagements stop going quiet.
AI Onboarding Agent
Collects intake forms, documents, and kickoff details so new clients start clean without the back-and-forth.
AI Front-Office FAQ
Answers routine questions about services, process, and fit so the office stops repeating them.
By practice area
How Snappy handles the call changes with the practice area.
A crisis caller and an estate-planning referral need different handling. Snappy knows the difference.
Proposal-led
Consulting, agencies, engineering, fractional execs. Won on the follow-up. Snappy chases the proposal until the client decides.
Retainer & recurring
Accounting, HR, managed services. Snappy qualifies the fit and starts new clients clean so they stay.
Placement & deal
Recruiting and commercial real estate. Snappy answers first and qualifies fast so you get the candidate or the deal.
Proof and outcomes
The model is already proven in services.
When we built AI agents around intake, follow-up, and billing for a services business, recurring revenue grew 172% in 90 days. Professional firms have the same leak points: slow response, unqualified inbound, dropped proposal follow-up, and stalled onboarding.
- +172%
- recurring revenue in 90 days
- +64%
- profitability improvement
- +38%
- renewal rate improvement
- 30 min
- AI agent mapping call
Ways to start
Start with the admin work that is already costing time.
Start
$149/mo per agent
Use one agent for one clear job: intake follow-up, consultation scheduling, document chase, or billing reminders.
Several agents
Most firms use 3-6 agents
Connect the roles that touch the same matter so intake, consults, paperwork, status updates, and billing do not live in separate silos.
Mapping call
Book a call first
We look at your current workflow and identify the first agent that saves time without touching legal judgment.
No legal advice. No replacement for attorney review. Just firm-approved agents handling the business-side follow-through.
Find the engagements hiding in your unqualified inbound and dropped follow-up.
We will map your intake, qualification, proposal follow-up, and onboarding in 30 minutes, then show which AI agent should go first.
Lead response · qualification · consult booking · proposal follow-up · onboarding