Intake & qualification
AI intake that helps your team make the next decision.
Collect answers and documents against your business requirements, then review the evidence before accepting or referring a lead.
Define what a useful inquiry looks like
Different businesses need different information. Set the intake objective and questions for your services, then review the generated guidance. A legal intake, a property inquiry and an appointment request should not use the same checklist.
Separate completeness from fit
Having most questions answered does not necessarily make someone a strong prospect. Review information completeness separately from evidence against your stated qualification rules. Missing or conflicting answers should remain visible.
Let your team decide
AI can organize information and support review. Your team makes acceptance, referral and other consequential decisions. Keep professional judgment, service eligibility and legal advice with the people responsible for them.