AI QualificationLead FilteringConsultingCRM

ONLYTARGET LEADSREACH THESALES TEAM

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At a glance

The results in numbers

Industry: Legal & Accounting consulting
Channels: Website forms, paid ads
Scope: Lead qualification & filtering
Stack: AI dialog, CRM, Telegram / Slack

−60%

Manager time on primary triage

43%

Of all leads qualified as target

Instant

First reply to every request

The challenge

Managers were drowning in non-target leads

A consulting firm offering legal and accounting services received a growing stream of leads from its website and ads. But a large share didn't fit the firm's profile — private individuals with household questions, people hunting for a free consultation, and clients with no budget.

Sales managers still had to contact every lead to understand the real need. Most of their time went into conversations with non-target clients, while genuinely strong leads waited too long for a reply.

What the AI qualification does

Instant reply

The moment a request arrives, the AI greets the lead and opens a short qualifying dialog — no waiting for a manager.

Business or personal

It asks whether the request is for a business or a personal matter — the first filter between target and non-target.

Service & scope

It clarifies which service is needed — legal, accounting or both — the scale of the task, and one-time vs ongoing.

Budget check

It confirms whether there's a budget, screening out free-consultation seekers and no-budget leads early.

Fit scoring

Answers are analysed and the lead is scored against the firm's profile to decide whether it's a target.

Route or filter

Target leads get a CRM card and are routed to the right manager; non-target leads are handled automatically.

Manager handoff

The manager receives a qualified lead with the full dialog and context — in a Telegram or Slack ping.

Inside Qberry

Built by practitioners, not theorists

"Most AI agents die in the gap between a demo and production. We close that gap on purpose — mapping the workflow, the tools, and the failure modes before we write code. That's what makes an agent something a business can actually run on."

Andrew Koval

PMO, Qberry

AI tools we use at Qberry

Claude

OpenAI

GitHub Copilot

Perplexity

Cursor

Codex

The product

Qualification & filtering, screen by screen

Qualification board

1 of 5

Solutions we delivered

AI Lead Qualification

An AI assistant opens a dialog with every new lead, asks the right questions, and scores the request against the firm's profile — automatically.

DeliveredView More

Lead Filtering

Non-target requests — personal questions, free-consultation seekers, no-budget leads — are filtered out and answered automatically, never reaching a manager.

DeliveredView More

CRM & Routing

Qualified leads get a CRM card with the full dialog and are routed to the right manager, with a Telegram / Slack notification.

DeliveredView More

With our technical process

Our clients' ideas rock

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TMS-Master

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Hi Eye

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Managers were drowning in non-target leads

Solutions we delivered

AI Lead Qualification

An AI assistant opens a dialog with every new lead, asks the right questions, and scores the request against the firm's profile — automatically.

DeliveredView More

Lead Filtering

Non-target requests — personal questions, free-consultation seekers, no-budget leads — are filtered out and answered automatically, never reaching a manager.

DeliveredView More

CRM & Routing

Qualified leads get a CRM card with the full dialog and are routed to the right manager, with a Telegram / Slack notification.

DeliveredView More