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Both ways, comparedYou hire the pod (ODC)

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Book an AI strategy call
PROFESSIONAL SERVICES

Qualify the enquiry before it costs a partner an hour.

Firms lose billable time on enquiries that were never going to fit the practice. Nexvix builds the intake that scores fit against your criteria, collects the documents and books only the calls worth having.

Book an AI strategy call See what gets built
Fit scoringYour criteriaDocument intakeConflict checks
THE BOTTLENECK

Where the work waits in professional services.

Nexvix starts at the named point of loss, not at a technology. These are the three that come up in every audit in this sector.

Book the workflow audit
Cost

Partners triaging by hand

The most expensive people in the firm read the enquiries that should have been filtered.

Fit

Criteria live in people’s heads

Every fee earner applies a slightly different bar, so intake quality depends on who answered.

VariesQualification standard
Chasing

Documents arrive in fragments

Onboarding stalls waiting for identification, statements and signatures requested one email at a time.

NOT THIS PAGE?

If you sell visits rather than advice, the bottleneck is a different one.

Professional services here means legal, accounting and advisory practices, where the cost is a partner’s billable hour spent on an enquiry that was never going to fit. Plumbing, roofing, HVAC, pest control and solar have the opposite problem: the call arrives while the crew has both hands full, and the homeowner books whoever answers first.

Home services and trades
IMPLEMENTATION

Three controlled stages, one of them human.

The system handles the repeatable part. The consequential decision stays with a named person, and every stage writes an entry you can audit later.

01Intake

The enquiry, structured

Matter type, jurisdiction, value, timescale and counterparty captured against the fields your practice needs.

Handled by the system
02Score

Fit against your criteria

Scored on the rules you wrote down, not a model’s opinion, with the reasoning recorded for every decision.

Handled by the system
03Route

A call worth taking

Good fits are booked into the right fee earner’s diary with the file prepared. Borderline matters go to a person to judge.

Decided by your firm
DEMONSTRATION
SYSTEM OWNERSHIP

What Nexvix builds for professional services.

Scope is written before code. Each item appears in the scope document with the systems it touches and the person who approves it.

View process
Intake

Qualification form and agent

One intake path, written rules, consistent record, whoever the enquiry reached.

Scoring

Fit rules with reasons

Every score carries the reason, so a refused enquiry can be reviewed and the rules tuned.

Documents

Collection and reminders

Requested as a checklist, chased automatically, marked off on receipt.

Compliance

Conflict and audit trail

Conflict-check prompts and a record of who approved the engagement and when.

SYSTEM OWNERSHIP

Connected to the tools this sector already runs on.

Practice management

  • Clio
  • Actionstep
  • In-house matter systems
Matters created once, from the intake record.

Documents

  • SharePoint
  • Google Drive
  • Secure upload
Checklist-driven, receipt logged.

Scheduling

  • Outlook
  • Google Calendar
  • Fee-earner diaries
Only fits reach a diary.

Identity

  • ID verification providers
  • E-signature
Named in scope before build.
WRITTEN DOWN

The parts that are not negotiable.

No client metric is published for this sector yet. What can be stated is what the system will and will not do, agreed in writing before build.

What is scored
Matter type, jurisdiction, value, timescale
Who sets the bar
Your firm, in writing
Refusals
Explained, recorded, reviewable
Partner time
Spent on fits, not triage
Time to production
Typically six weeks from scope
Ownership
Code, accounts and documentation yours
WORKFLOW AUDIT

Questions this sector asks first.

Does it decline work on its own?
It declines only what your written rules decline, and every refusal carries the reason and is reviewable. Borderline matters always reach a person.
Can it do conflict checks?
It prompts and records the check against your system of record. The decision remains a person’s.
Is client data sent to a model provider?
Only the minimised content a step needs, with providers, regions and retention named in writing before build. Where policy forbids it, the design changes.
Will it fit our practice management system?
The named integration is agreed in scope. Where an API does not exist, the system produces a structured record for a person to accept.
What does it do out of hours?
Intake and document collection continue overnight, so Monday starts with prepared files rather than unread enquiries.
WORKFLOW AUDIT

Bring the workflow that is costing you the most time.

One call, thirty minutes. Nexvix maps the process, names the measurable outcome and tells you whether a system is worth building. If it is not, you will hear that instead of a proposal.

Book an AI strategy callSee measured work
A written workflow map you keep either wayA named measurable outcome, not a feature listA direct answer if the system is not worth building