AI QualificationLead FilteringConsultingCRM

ONLYTARGET LEADSREACH THESALES TEAM

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Claude Certified

OpenAI

GitHub Copilot

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

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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CAR IMPORT

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An AI assistant answers car enquiries on every channel, collects budget, make, year, engine and market, matches live US & Korean auction cars and hands the manager a qualified buyer.

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Ready to bring your project to life?

Let's talk about your project

Illia Kvasnitkiy

CEO at Qberry

"Qberry impresses with technical prowess, timely delivery, and excellent communication. Their dedication to quality enhanced our partnership."