01
Repurpose expert insight
Prepare article, newsletter and social drafts with source links; route each for subject-matter and brand review.
USEFUL OUTPUTA review-ready content set that keeps the expert’s original meaning.
FOR EXPERT-LED FIRMS
Build a steadier pipeline. Give every opportunity an owner.
NORVOI can automate approved thought leadership, prospect development and business development follow-up, then connect interested prospects to the specialist intake system.
01 / MARKETING, DEVELOPMENT & GROWTH
Turn expertise into the next conversation.
Make approved knowledge easier to publish, identify serious interest and keep business development work visible without giving automated professional advice.
EXAMPLE GROWTH SYSTEMPROFESSIONAL SERVICES
- 01Approved expertise
- 02Relevant audience
- 03Interest signal
- 04Specialist conversation
- 05Proposal or next step
A growth workflow built around your channels, approvals and team.
CUSTOM-BUILD APPLICATIONS
Three ways to put this to work.
Start with the growth task that matters most. Each can be built on its own.
02
Develop guide and event interest
Record the topic and source, send agreed material, and identify when the prospect asks for a consultation.
USEFUL OUTPUTA relevant brief for the right practice-area owner.
03
Keep proposals moving
Create an internal follow-up task, record the response and flag unanswered proposals under the firm’s rules.
USEFUL OUTPUTA visible business development pipeline with a named next action.
HUMAN CONTROL
Qualified staff approve professional claims, advice and proposals. Sensitive client details stay in the firm’s approved systems.
WHAT TO MEASURE
Discuss a growth system Relevant enquiries, consultations, proposals and accepted work by source.
Related NORVOI work: Blog automation for Vira Assist and a confidential client marketing-automation project. See how we can apply this experience to professional services.
02 / BUSINESS MANAGEMENT AUTOMATION
Turn enquiries into specialist-ready briefs and owned follow-up.
NORVOI answers approved service questions, gathers the details your firm needs and sends each request to a named specialist with a clear next action.
THE CHANGE
From scattered requests to a defined next step.
BEFORE
A prospective client asks for help in a general inbox. The right questions, responsible person and follow-up date are unclear.
WITH NORVOI
An editable brief captures the service requested, business issue, desired outcome, timing and missing information before routing.
WHAT CHANGES
The assigned specialist can decide whether the work fits, request a consultation and track the reply without starting discovery from zero.
WHAT WE BUILD
A client enquiry and specialist intake system.
A defined offer, tailored to your information, tools and rules.
01
Approved service questions answered consistently
02
Service-specific intake questions and an editable brief
03
Named specialist assignment under the firm’s rules
04
Response tasks and agreed follow-up kept visible
WHO THIS CAN SERVE
- Accountants & bookkeepers
- Business consultants
- Law firms
- Architects & design practices
- HR & recruitment firms
- Marketing & branding agencies
Each firm sets its own intake questions, routing rules and approval boundaries.
INTERACTIVE CLIENT INTAKE
See an enquiry become a specialist-ready brief.
Choose a type of firm. Follow the questions, the brief, its assigned owner and the next follow-up.
Example firm enquiries
PROSPECT ENQUIRY
“Our books have fallen behind. Can someone help us get them current?”
View enquiry details
FIRMAccounting firm
SOURCEWebsite enquiry
STEP 01 / 05Captured
Enquiry
PROSPECT ENQUIRY
“Our books have fallen behind. Can someone help us get them current?”
FIRMAccounting firm
SOURCEWebsite enquiry
01 / ENQUIRYCaptured
The system recognises a bookkeeping enquiry and opens an intake record without promising that the firm can take the work.
PROSPECT SEES
“I can gather a few details for our bookkeeping team.”
SPECIALIST-SIDE BRIEF
Service requested: bookkeeping catch-up · details still needed
NEXT OWNERIntake agent
Your practice defines the intake questions, access rules and specialist handoff.
View all five steps
NORVOI’s completed real estate project demonstrates enquiry handling and role-based assignment in another sector. See how that routing capability can be adapted for accountants, consultants and architecture practices.
THE AGENTS
Clear roles for this workflow.
These are custom-build roles. We combine only the jobs your team needs.
Mira / Enquiry agentExplains approved services and begins the enquiry.Explore role Lio / Intake agentAsks focused questions, prepares the brief and routes it.Explore role
YOUR CHANNELS & TOOLS
Website or messaging, approved service information, practice-area rules and a supported inbox or CRM. Consultation scheduling depends on compatible calendars and approval rules.
WHEN A PERSON TAKES OVER
Professional advice, confidential exceptions, suitability decisions and final engagement approval remain with qualified staff. Ambiguous requests go to a person.
RELATED CAPABILITY
Related enquiry-routing capability
Our completed real estate system demonstrates enquiry handling and role-based assignment. The same operating pattern can give a professional firm a specialist-ready brief and a named owner.
See what was builtStart with your workflow
We map your incoming requests, source information, available tools and handoff rules. Then we define the exact actions the system can take.
GOOD QUESTIONS
What buyers usually ask.
Can AI publish professional advice?+
Publication follows the firm’s review rules. The automation can prepare and route drafts; qualified professionals decide what is accurate and appropriate.
Can it follow up on proposals?+
It can create tasks and send only the messages the firm approves. Negotiation and acceptance remain with the specialist.
Which firms can use this?+
The examples cover accountants, consultants and architecture practices. The same intake structure can be tailored for law, HR, recruitment, design or marketing firms with their own questions and approval rules.
Can it give professional advice?+
The system explains approved service information and gathers context. Professional judgements, advice and final client acceptance remain with qualified staff.
Can it handle confidential documents?+
We agree what may be collected, where it is stored and who can access it. Sensitive material can be directed to the firm’s approved secure channel rather than entered in chat.
How is the right specialist chosen?+
The firm defines routing rules by service, practice area, location or project type. Unclear or out-of-scope requests go to a person for review.
How does follow-up work?+
An assigned owner and response task keep the enquiry open. Reminders and client updates follow the firm’s agreed timing and communication rules.
Can it schedule a consultation?+
Only when the specialist has approved the next step and compatible calendar access and booking rules are available; otherwise it sends a request for confirmation.
PROFESSIONAL SERVICES / START HERE
Show us where the work gets stuck.
We’ll map the incoming request, the action the system can take and the point where your team steps in.