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
Agents do not do the professional work or give advice in your field. They work inside your approved language, positioning, permissions, and escalation rules.
Built for
Who we serve
intake bottlenecks we fix
The right clients wait while everyone is billing.
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 lose work and hours:
- Partners spending billable hours on inquiries that were never a fit
- Good leads sitting for a day because everyone is heads-down billing
- Proposals sent with no follow-up, going quiet
- The same intake questions answered by hand for every new lead
- New clients stalling on onboarding documents and kickoff
- Referrals coming in with no fast, professional response
The 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.
How we tailor it
Snappy handles the work differently by segment.
Different parts of your business need different handling. Snappy adapts to each.
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 8 months. Professional firms have the same problems: slow response, unqualified inbound, dropped proposal follow-up, and stalled onboarding.
+172%
recurring revenue in 8 months
+64%
profitability improvement
2.2x
revenue grown at Blue Eye ($5M to $11M)
Ways to start
Start with the work that is already costing time.
Start
$149/mo per agent
Put one agent on one clear job: answering, follow-up, scheduling, or reminders.
Several agents
Most teams use 3-6 agents
Connect the roles that touch the same workflow so intake, scheduling, follow-up, and updates do not live in separate silos.
Mapping call
Book a call first
We look at your current workflow and find the first agent that saves time without touching the work only your team should do.
Your team keeps every decision. Snappy handles the business-side follow-through, inside your approved language.
Find the engagements hiding in your unqualified inbound and dropped follow-up.
We will map your intake, qualification, proposal follow-up, and onboarding, then show which AI agent should go first.