Review
We review your enquiry flow and the points where time is being lost.
Professional services
Lead qualification
Booking routing
Human handoff
GDPR-conscious setup
Data minimisation
Secure processing
Book better enquiries. Cut admin.
For accountancy and professional service firms: we qualify enquiries and route the right prospects into your calendar — with GDPR-conscious workflows.
- Filter out low-fit enquiries
- Route qualified prospects to booking
- Reply after-hours automatically
Best fit: consultation-led firms
Focus: better leads + less interruption
Who it’s for
Built for firms that sell consultations.
If enquiries need qualifying before a call, this system saves time and improves conversion.
Accountants
Bookkeepers
Consultants
Advisory firms
Specialist agencies
Not ideal if you have no inbound enquiries or do not run consultations.
Outcomes
More qualified calls. Fewer interruptions.
This is designed to reduce admin load and improve enquiry quality.
Reduce admin time
Automate repetitive first-contact questions so your team spends more time on billable work.
Improve lead quality
Qualification questions filter low-fit enquiries and route the right prospects to booking.
Faster response
Handle after-hours enquiries automatically so you do not lose opportunities to slower replies.
What we track
Enquiry → booking rate
How many enquiries become booked consultations.
Time saved
How much staff time is removed from first-contact handling.
How it works
A simple rollout, kept tight.
Start lean, launch quickly, then refine based on real enquiries.
Design
We map the qualification questions and routing rules.
Install
We install and connect it to your website, email, and calendar.
Refine
We improve outcomes based on real enquiries and feedback.
Most firms are live within 7 days, depending on scope and integrations.
Compliance
GDPR & data protection
Built with UK GDPR in mind — designed to qualify enquiries without collecting unnecessary personal data.
Data minimisation
We only capture information required to qualify an enquiry and route booking. No unnecessary fields.
Clear roles
You remain the data controller. Clear Path AI acts as a data processor, operating under your instructions.
Secure processing
We use reputable platforms and standard security practices for data storage and transmission.
Retention & requests
We align data retention with your policies and can support access/deletion requests through your workflow.
We can provide a simple data-processing summary during onboarding (what data is collected, where it flows, and how long it’s retained).
Typical investment
Simple structure.
One-off setup fee plus a monthly fee for support and optimisation.
Setup
Discovery, flow design, implementation, and integration to your site and calendar.
Monthly
Monitoring, optimisation, and support — typically less than the cost of a part-time admin.
Founder-led delivery
- Clear scope, clean implementation, and measurable outcomes
- One point of contact — no vendor handoffs
- Ongoing optimisation based on real enquiry data
Book a short enquiry workflow review
No obligation — we’ll identify where qualification and routing could improve lead quality and reduce admin.
Privacy
Privacy notice
Simple, transparent handling of enquiry data.
When you submit this form, we process your name, email, and message to respond to your enquiry and arrange a call. We do not sell your data. You can request deletion at any time by emailing edward@clearpathai.uk.