Services · Six operating layers

AI intake systems for firms that cannot afford to waste their team’s time on weak inquiries.

CONNEX designs, builds and calibrates the intake, scoring, reporting and routing layers that turn fragmented inbound demand into decision-ready briefs.

Founder-led Pilot-first Calibrated against closed work EU data residency

Most firms do not have a lead problem. They have an intake problem.

CONNEX does not sell generic AI consulting. It installs the operating layers that help serious service firms decide which prospects deserve the team’s attention.

Each layer below is a discrete piece of infrastructure: it has a buyer problem, a build, an output, and a best-fit client. Engagements compose the layers your intake actually needs — nothing more.

S01 · CAPTURE

Intake Architecture

Redesign how prospects enter your business across forms, email, referrals and partner channels.

Buyer problem

Prospects arrive incomplete, inconsistent and impossible to compare.

What CONNEX builds

A structured intake layer that turns every inquiry — regardless of channel — into a clean, comparable prospect record.

IncludesS01
  • Multi-channel intake mapping
  • Form and field architecture
  • Inquiry classification & lead type taxonomy
  • Missing-data detection
  • Duplicate and channel matching
  • Routing and SLA rules
Output → structured prospect record
Best fit: firms where inbound demand arrives scattered, incomplete and manually reconstructed.
S02 · SCORE

Qualification & Scoring Engine

Turn your team’s hidden judgment into a configurable scoring layer.

Buyer problem

Your team still decides manually which prospects deserve attention.

What CONNEX builds

A scoring engine calibrated against your actual closed work — your last 50 closed matters become the calibration set before a single live prospect is scored.

IncludesS02
  • Fit · readiness · urgency · commercial potential
  • Risk and complexity flags
  • Confidence level per verdict
  • Data completeness score & missing-data penalties
  • Calibration against historical closed matters
Output → verdict + score + confidence
Best fit: firms that need to prioritise high-value prospects before anyone reviews them.
S03 · REPORT

Decision Briefs

Replace raw inquiries with structured briefs your team can act on immediately.

Buyer problem

Teams waste time reading, interpreting and re-asking the same questions.

What CONNEX builds

A decision-ready brief for every relevant prospect — human-readable for your team, machine-readable for your systems.

IncludesS03
  • Prospect summary & qualification verdict
  • Scoring breakdown
  • Missing information & risk flags
  • Suggested next action & questions to ask
  • Machine-readable payload
Output → decision brief + CRM-ready payload
Best fit: teams that need faster, cleaner decisions before discovery calls.
S04 · ROUTE

Routing & Workflow Integration

Deliver scored prospects into your existing CRM, email, ticketing or internal workflow.

Buyer problem

Useful qualification dies if it does not reach the right person in the right system.

What CONNEX builds

Routing and delivery logic that fits your current operating system. No migration. No new logins.

IncludesS04
  • CRM delivery & webhook / REST payloads
  • Email brief delivery
  • Team, partner and referral routing
  • Escalation rules & status tagging
  • SLA triggers
Output → right prospect → right team → right next action
Best fit: firms that already have tools but lack structured qualification before records reach them.
S05 · PROVE

60-Day Pilot Calibration

Test the engine against your real intake flow before making it permanent.

Buyer problem

No serious firm should buy AI transformation on trust.

What CONNEX builds

A controlled pilot calibrated against your closed work and tested on live inquiries — with no fee unless conversion moves materially.

Discuss a pilot fee-free · in the engagement letter
IncludesS05
  • 30-minute intake audit & workflow mapping
  • Historical matter review
  • Scoring calibration & live pilot setup
  • Weekly review
  • Conversion movement check
  • Continue / stop recommendation
Output → a measured pilot with a clear decision at the end
Best fit: firms that want operational evidence before committing to full implementation.
S06 · GOVERN

Governance & Auditability

Make the system reviewable, traceable and safe for high-trust workflows.

Buyer problem

AI intake systems only work if people can inspect, govern and trust them.

What CONNEX builds

A governance layer around scoring, routing, data and human review — documented for your counsel, inspectable by your team.

IncludesS06
  • EU data residency · firm-owned data
  • Human-in-the-loop controls
  • Audit trail per prospect · model/version tracking
  • Data retention rules · deletion process
  • No autonomous client communication
  • DPA-ready documentation
Output → a system your team can inspect, govern and trust
Best fit: firms handling sensitive prospect data, regulated services or high-value advisory workflows.
VERTICALS Configured per workflow

The same engine, configured for your vertical.

ENGAGEMENT Three ways in — always in this order

Start small. Prove it. Then make it permanent.

STEP 1 · DIAGNOSE

Intake Audit

A 30-minute diagnostic of your current intake flow, team-time leakage and automation fit.

Best for
Firms that want to know whether the problem is worth solving.
Output
Bottleneck diagnosis and a pilot / no-pilot recommendation.
Commitment
30 minutes. No charge. An honest answer — including "leave it alone".
Book a 30-min intake audit
STEP 3 · OPERATE

Operating Engine

A production-grade qualification engine embedded into your existing workflow.

Best for
Firms that validated the pilot and want permanent intake infrastructure.
Output
Scoring engine, decision briefs, CRM delivery, governance and ongoing calibration.
Commitment
Quarterly calibration cycle. Capped at 3 firms per quarter.
Build the engine
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