Client intake and follow-up agent — zero inquiries lost in partner inboxes.
A boutique was losing prospective clients to bigger firms on response time alone — inquiries sat in a shared inbox for a day or more. BRX Flow scores every inquiry, replies on WhatsApp within minutes, and books consultations straight into the partners' calendars.
- morning_briefTop 12 inquiries sent to partners
- new_inquiryFatima S. scored 91 — AR reply sent in 6m10s
- conflict_checkDmitri O. — cleared, routed to M&A team
- consult_reminderLayla H. — Thu 11:00 reminder sent
- engagement_chaseCarlos M. — retainer reminder, no signature yet
- daily_report9 inquiries handled · 2 consultations booked · 0 missed