How it works.

Four layers, one core — from raw inquiry to decision-ready brief.

№01 How it works · Four layers, one core

We don't sell point tools. We install the engine behind your qualification.

Every engagement uses the same four-layer architecture, configured against your firm — its inquiries, its data, its team workflow.

Inputs Web form Email Referral Manual intake
L01Classification
L02Scoring engine
L03Decision brief
Delivery CRM Webhook Email brief Team routing
L01 · CAPTURE

Intake Systems

Capture surfaces — forms, classifiers, routers — that structure prospect intent before a human looks at it.

Output → structured prospect record
L02 · SCORE

Qualification & Scoring

Scoring models calibrated against your closed work, producing a decision-grade verdict with confidence.

Output → verdict + score + confidence
L03 · REPORT

Decision Briefs

Structured outputs — recommendation, scoring breakdown, risk flags, next action — written for your team to act on.

Output → brief + machine payload
L04 · ROUTE

Routing & Delivery

The output drops into your existing operating system — CRM, ticketing, partner brand. No migration. No new logins.

Output → right prospect, right team
№02 The output · What your team receives

Every prospect arrives as a decision-grade brief.

An illustrative sample. Verdict, scoring breakdown, missing fields, risk flags, next action, audit trail — and the machine-readable payload posted to your CRM.

PR-2871 · DECISION BRIEF · v2026.Q2 connex.intake / reports / pr-2871
Qualified — route to senior team 0.82CONFIDENCE HIGH

Mid-size relocation mandate, EU→PT. Decision-maker confirmed, authority validated. High commercial fit with one sequential bottleneck and three missing fields. Budget signal ~€40k; scope and deadline unstated.

0.92
0.88
68%
0.71
0.58
Decision-maker confirmed — authority validated against the referral source.
3 fields missing — budget, scope, deadline. Clarification email drafted for review.
Jurisdiction mismatch flagged — stated residency conflicts with target program.
Next action — schedule discovery call within 14 days. CRM record created.
inbound web form
connex.intake
12 / 15
4.2s
7.1s
v2026.Q2
✓ webhook 200

Audit trail — per prospect

Score reason: fit 0.92 driven by mandate size + jurisdiction pair. Rule: R-114 (closed-work calibration, n=50).

Reviewer: operator. Verdict upheld; clarification email approved before send. No autonomous client contact.

Delivery: webhook 200 → crm:senior-team. Payload v2026.Q2, signed. Retention rule RT-30 applied.

connex.payload (truncated)json
{
  "prospect_id": "PR-2871",
  "score": 0.82,
  "confidence": "high",
  "verdict": "qualified",
  "missing": ["budget", "scope", "deadline"],
  "flags": ["jurisdiction-mismatch"],
  "next_action": "schedule_call_14d",
  "route": "crm:senior-team"
}
Same artifact, every prospect. Reviewed by your team, never drafted by them.See a sample decision brief
№03 Engagement path · Pilot-first, by design

A low-risk path from audit to operating engine.

Day 0

30-min intake audit

Diagnosis of your current flow and team-time leakage.

Week 1

Workflow mapping

Channels, fields, owners and SLAs documented.

Week 1–2

Historical matter review

Your last 50 closed matters become the calibration set.

Week 2

Scoring calibration

Thresholds tuned against what you actually closed.

Day 14–60

60-day live pilot

Real inquiries scored and routed. Weekly review. No fee.

Day 60

Conversion review

Did intake-to-engagement conversion move materially?

Decision

Continue / stop

A clear recommendation — including "stop".

If conversion doesn't move materially, no invoice is issued. Written into the engagement letter, not the marketing page.60-day pilot · fee-free
№04 Integration map · Your stack stays

CONNEX sits between your channels and your team.

Inputs
01 Website forms
02 Email inboxes
03 Partner referrals
04 Manual intake
CONNEX core
Classifierintent · type · channel match
Scoring enginefit · readiness · risk · confidence
Decision briefverdict · gaps · next action
Outputs
CRM record ✓ 200
Webhook / REST signed
Email brief review
Team routing SLA
Audit log per prospect
№05 Next step

Find out if your intake is worth automating.

Book a 30-minute audit and get a clear answer: pilot, fix manually, or leave it alone.

FOUNDER-LED · EU DATA RESIDENCY · HUMAN-IN-THE-LOOP · 60-DAY PILOT-FIRST · 3 FIRMS / QUARTER