Salesforce
Lead Qualifier — Scores and routes inbound leads to the right advisor based on portfolio size and risk profile fit.
Meeting Scheduler — Coordinates calendar availability across prospects and advisors, sending confirmations automatically.
Contract Renewal Tracker — Monitors client agreements for renewal dates and drafts renewal outreach 60 days in advance.
HubSpot
Support Triage — Classifies incoming support tickets by urgency and assigns them to the correct queue.
Shipment Status Responder — Answers customer shipment-status questions in real time by querying live carrier tracking data.
Invoice Follow-up — Identifies overdue invoices and drafts polite, escalating follow-up messages on a fixed schedule.
Pipedrive
Intake Qualifier — Screens new case inquiries against practice-area fit and conflict-of-interest checks before routing to an attorney.
Document Assembler — Assembles standard engagement letters and intake forms from client-provided case details.