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Lead Intake & Qualify

Every referral gets qualified against your firm's criteria and drafted in your voice. About 2 minutes instead of 20, and you send every word that goes out.

  • Reads a messy forwarded referral and pulls out what matters
  • Scores fit against your firm's own criteria, with line-by-line reasoning, not just a verdict
  • Drafts an intro and booking reply in your voice (you send every email)
  • Handles the edge cases too: a clean decline, a 'needs more info' reply, or triaging a whole pile at once

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