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LeadProfess · Professional ServicesJoshi & Associates, Pune — qualified meetings ~4× during filing season.
A growing CA firm where partners handled business development between client deadlines. Outreach was sporadic, generic and stopped completely during filing season. Fourteen days after kickoff, signal- based outbound and agentic nurture run continuously — and partners only see qualified meetings on the calendar.
A CA firm whose growth stalled every season.
Joshi & Associates — chartered accountancy firm
Pune, Maharashtra
Three partners; six associates; no dedicated BD team
Business development always lost to client work.
When a partner had to choose between a billable hour and a prospecting hour, the billable hour always won. Pipeline development was structurally starved.
Outreach, when it happened, was generic — and got marked as noise. Warm prospects went cold during filing season because nobody had time to follow up.
The firm's case-law and engagement-letter knowledge sat in folders senior partners knew, but juniors re-researched on every new matter — costing hours that should have been billable.
Four LeadProfess modules, deployed in fourteen days.
Prospect research and AI-personalised outreach triggered by real signals — funding rounds, new finance hires.
Multi-step nurture across email and LinkedIn with partner approval on every send.
Books qualified meetings into partner calendars without ping-pong.
Private assistant trained on the firm's case files, contracts and SOPs.
Measured across one full filing season.
"Pipeline used to stall every filing season. Now it keeps building while we focus on the work in front of us."— Managing partner, Joshi & Associates
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