AI Agents for
Professional Services

Yes — qualification runs on your definition of a good client, not a generic script. During briefing you define your ideal client profile: industry, organisation size, engagement type, budget range, timeline, and anything else that separates a strong opportunity from a polite decline. Your AI Receptionist and Lead Generator then apply those criteria to every new enquiry, asking the qualifying questions naturally in conversation and recording the answers in a structured intake note. Because enquiries are answered within 90 seconds, 24/7, the qualification happens while the prospect is still engaged — not two days later when they’ve already spoken to another firm. Well-matched prospects are booked straight into a discovery call with the right principal; poor fits are declined courteously or referred, without consuming a consultant’s hour. Say an operations director enquires at 7am about a restructuring engagement: by the time your team opens their laptops, she’s qualified, booked, and already forming a view that your firm is the responsive one.

INKY produces a full draft based on your briefing. All content is reviewed by the relevant consultant or partner before publication — your team has full editorial control. INKY handles the time-consuming drafting and structure; your experts provide the expertise review and sign-off.

Sevenfold connects with Salesforce, HubSpot, Pipedrive, Zoho, and most other professional services CRMs. Lead data, opportunity stages, and client interaction history sync automatically — keeping your pipeline data current without manual entry.

The difference is specificity. A generic ‘just checking in’ email sounds automated because it could have been sent to anyone. Your AI Lead Generator writes each follow-up around the actual proposal: it references the scope you quoted, speaks to the prospect’s industry context, and attaches genuinely relevant material — a case study from a similar engagement, or an answer to a question raised in the meeting. Messages go out on a cadence you approve, each one different from the last, and any reply routes straight to the responsible principal. The sequence continues until you have a yes, a no, or a clear next step — nothing drifts into silence. That consistency is what moves the numbers: firms with structured follow-up see up to a 30% improvement in proposal win rate, because decisions are often won by whoever stayed present. Picture a proposal sitting quiet for a week while your principal is heads-down on delivery: the follow-up still goes out, and the prospect replies within a day.

Particularly so — because in a niche practice, every single enquiry carries more weight. A generalist firm can afford to fumble a lead; a specialist practice with a small addressable market cannot. Sevenfold’s AI employees are briefed in depth on your specific practice area, methodology, client industries, and the language your market actually uses, so intake conversations sound like your firm rather than a call centre. The economics favour specialists too. Enquiries are answered 24/7, so the rare, high-value prospect who finds you at 9pm is captured, and consultants stop losing time to unqualified calls — firms typically recapture 10+ hours of billable time per consultant per week. Consistent thought leadership compounds the effect: publishing regularly in a narrow field builds visible authority quickly, and firms doing it see up to 2× more inbound enquiries. Say your practice serves one regulated industry: a steady stream of specific, well-qualified enquiries matters far more than volume ever would.