CLIENT INTAKE PLAYBOOK

Your experts should speak to qualified clients—not every caller.

Maya explains scope and fees, answers general questions, filters the enquiry, books paid consultations and sends the document checklist before the meeting.

BlueAI Chat visual case study for Professional Services showing how Maya handles enquiries, workflow steps and business outcomes
Visual playbook: how Maya moves the customer from enquiry to business outcome.
THE BUSINESS PROBLEM

Where revenue is being lost

Lawyers, accountants and consultants lose billable time answering repetitive enquiries while genuine clients are missed during meetings and hearings.

A REALISTIC SCENARIO

What happens with Maya

A prospect calls while the professional is in a hearing. Maya identifies the matter, explains the consultation fee, answers process questions and books a paid slot. General enquiries are resolved without interruption; qualified matters arrive prepared.

0client-work interruptions
24/7enquiries answered
Paidconsultations only
100%notes captured
HOW THE WORK GETS DONE

From first enquiry to final outcome

BlueAI Chat is an AI sales workforce for Indian businesses that answers calls, WhatsApp, website chat and social messages, calls new leads back, books appointments and runs outbound campaigns in 10 Indian languages, 24/7.

01

Answer phone and website enquiries

02

Explain scope, process and consultation fee

03

Screen matter type, urgency and fit

04

Resolve general queries without human time

05

Book qualified consultations and request documents

DIRECT ANSWERS

Questions businesses ask

Can BlueAI screen legal or accounting enquiries?

Yes. It can ask approved intake questions, explain general process and route only suitable matters.

Can it collect consultation fees?

It can explain the fee and connect the booking flow to an approved payment process.

Does the professional receive notes?

Yes. The complete intake summary, transcript and requested documents can be prepared before the meeting.

PUT THE PLAYBOOK TO WORK

Protect your billable hours

14-day free trial. No setup fee. Start with one workflow and expand.