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LeadProfess · Professional ServicesAI automation for firms whose growth depends on the partner's calendar.
Across ~10 lakh CA, legal and architect firms, business development competes with billable work — and loses. LeadProfess runs signal-based outbound, agentic nurture and a RAG assistant over your own knowledge — measured against qualified meetings, not seats sold.
Four reasons firms grow slower than they should.
Business development always loses to billable work.
When a partner must choose between a billable hour and a prospecting hour, the billable hour wins. Pipeline development is structurally starved of attention.
Outreach is generic, so it is ignored.
Mass, untargeted outreach from a professional firm reads as noise. Without a relevant trigger and a personalised message, response rates stay near zero.
Warm prospects go cold without nurture.
A prospect who is interested but not ready needs months of consistent, relevant contact. Manual nurture across a partner's other priorities simply does not survive.
Firm knowledge is locked in people's heads.
Case law, past matters, contracts and SOPs sit in documents and senior memory. Juniors re-research what the firm already knows, burning hours on solved questions.
The LeadProfess module set.
Assemble only what your firm needs. Setup fee equals 50% of your monthly recurring. Dependencies cascade automatically in the configurator.
Prospect research and AI-personalised outreach across email and voice.
AI-personalised LinkedIn connection and follow-up sequences.
Multi-step autonomous nurture with human-in-the-loop checkpoints.
A private AI assistant trained on your case law, contracts and SOPs.
Books qualified meetings and syncs to partner calendars.
Pipeline, lead scoring and revenue forecasting on GoHighLevel.
What a LeadProfess firm typically sees.
A chartered accountancy firm, Pune.
The customer. A growing CA firm where partners handled business development between client deadlines.
The problem. Outreach was sporadic and generic, and warm prospects went cold during busy filing seasons.
The solution. Signal-Based AI Outbound, Agentic Nurture and the Meeting Scheduler, deployed in fourteen days.
The outcome. Qualified meetings now land on partners' calendars consistently — including through the seasons when manual prospecting used to stop entirely.
"Pipeline used to stall every filing season. Now it keeps building while we focus on the work in front of us."— Managing partner, CA firm
Placeholder case study — to be replaced with a verified customer story.
From kickoff to a measurable 90-day outcome.
Configure
You assemble your LeadProfess stack in the configurator and receive a transparent proposal.
Deploy
We set up outbound, nurture, scheduling and the RAG assistant, and train it on your firm's knowledge. Daily progress updates. Full refund if scope is not delivered by Day 15.
Evaluate
The system runs live with real prospects. If it is not the right fit, your monthly fee is fully refundable.
Measure
A quarterly review against qualified meetings booked, response rates and pipeline value — the numbers, not the activity.
Questions partners ask first.
No. Outreach is signal-based and personalised — triggered by a relevant event and written to read as a considered approach, with human-in-the-loop review on sensitive steps.
Yes. The RAG Knowledge Assistant runs on your firm's own documents in a private instance, under the DPDP Act 2023, with access restricted to your firm.
Yes. Agentic nurture includes human-in-the-loop checkpoints, so partners approve the prospect list and any high-stakes message before it goes out.
The Confidence 30 Guarantee applies. If we miss the agreed scope by Day 15 you receive a full refund including setup; through Day 30 your monthly fee is refundable.
Build your LeadProfess stack.
Choose your modules, see transparent pricing, and get a custom proposal — in under five minutes, no call required.
Build Your Professional Services Stack