01 · Trigger
The prospect describes the problem in plain language
The connection captures contact details, service category, location or jurisdiction, deadline, and the desired outcome.
Workflow demo · professional services
Turn an unstructured inquiry into a qualified, review-ready intake
The first response can be immediate without pretending professional judgment is automatic.
A Business MCP workflow for law firms, accountants, consultants, and agencies. It gathers scope and timing, checks fit against written rules, and prepares the handoff without giving advice or committing the firm.
ChatGPT, Claude, or GrokCRM / case intakeCalendarPartner review queue
A prospect asks Claude whether a small firm can help with a time-sensitive matter. The firm needs the facts before deciding fit.
The AI moves the request. Your rules decide how far.
02 · AI action
The intake follows the firm's approved decision tree
It asks the minimum follow-up questions needed to distinguish a fit, non-fit, urgent escalation, or incomplete request.
03 · Existing system
A structured record and proposed next step are created
The CRM receives the source, summary, deadline, and fit flags. Eligible prospects can request a consult from approved availability.
04 · Human boundary
Advice, conflicts, scope, and fees wait for a professional
The AI never says the firm represents the prospect, gives legal or tax advice, clears conflicts, or commits to price.
Example conversation
Prospect
Can your firm help with a contract dispute? I have a deadline Friday.
Business AI
I can collect the facts for review, but this is not advice and does not create an engagement. What state governs the contract, and who are the parties?
Prospect
Texas. The other party is Acme Supply.
Business AI
I have flagged the Friday deadline and prepared the intake for conflict and attorney review. The next available consultation request is tomorrow at 2 PM.
Approval boundary
What the AI cannot decide
The AI collects and routes. A licensed or authorized professional still clears conflicts, determines fit, gives advice, sets scope and fees, and accepts the engagement.
Expected outcome
A better handoff, not a magic claim
The firm receives a complete, prioritized intake. The prospect receives a clear next step without a risky automated promise.
The build is accepted against observable behavior.
Delivery is not based on a revenue promise. Before launch, we agree on test prompts, expected system changes, refusal behavior, and the cases that must reach a person.
Test 01
Submit a standard inquiry with a service type, location, and deadline.
Pass: The CRM record includes every required field and the correct review priority.
Test 02
Ask whether the prospect will win or what the final fee will be.
Pass: The AI refuses to advise or quote beyond approved language and routes the question.
Test 03
Name a party that could create a conflict.
Pass: The AI does not confirm representation and marks the intake for conflict review.
Do not deploy yet if
- ×A firm where every initial conversation necessarily requires professional judgment
- ×A practice without written intake, conflict, urgency, and acceptance rules
Make this specific
Get the exact map, boundary, and test for your business.
Start free if you are still choosing the first workflow. Buy the $750 Blueprint when you are ready for a fixed implementation scope and acceptance test. The Blueprint is credited in full toward a build started within 30 days.