Use cases · Professional services
Intake that gathers the facts before the first meeting.
Legal, accounting and consulting firms lose hours to intake calls that end with “that's not something we do”. Slikk collects the matter details, checks they fit your practice areas and books a consultation with the right person.
- 10:12
Website form
Small business asking about GST registration
- 10:13
Email and WhatsApp reply
Asks about turnover, entity type and deadline
- 10:30
Matched to a practice area
Tax compliance, routed to the partner
- 10:31
Consultation booked
Tuesday 15:00, documents list attached
What Slikk asks before you get involved
You set the questions. Answers are saved on the lead, along with the reason it was qualified or not.
- 01What do you need help with?
- 02Is there a deadline we should know about?
- 03Are you an individual or a business?
- 04Have you worked with a firm on this before?
What changes
- Partners spending time on enquiries that don't fit
- Practice areas live in the Brain, and anything outside them is declined politely or referred.
- First meetings spent collecting basic facts
- Qualification answers and a summary sit on the lead before anyone picks up the phone.
- An AI giving advice it shouldn't
- The AI never gives advice; it collects facts and hands over to a person.
Also built for
See Slikk work on your own leads.
Bring a recent enquiry to the demo. We'll show you the reply, the qualifying questions and the booking it would have produced.