customer use cases

Client: Mid-size real estate firm with 15 agents

Challenge: Missed leads from website inquiries and social DMs, manual follow-up delays, poor CRM hygiene

Solution:

• Deployed Hybrid-AI chatbot on website and Facebook Messenger

• Bot qualifies leads instantly (budget, location, timeline) and books showings via Calendly

• Automated CRM updates and agent notifications via Zapier

• AI automation handles follow-ups and drip campaigns

Results:

• 3× increase in qualified lead capture

• 40% reduction in manual admin time

• ROI within 60 days via closed deals

Client: Boutique firm serving HIPAA-regulated clinics

Challenge: Manual intake forms, inconsistent client onboarding, no automation between website and backend systems

Solution:

• Chatbot deployed on website to handle intake and pre-qualification

• AI automation routes data securely to BridgeGate-connected EHR system

• Zapier used for appointment booking and email confirmations

• Custom flows built for HIPAA-safe triage and escalation

Results:

• 75% faster onboarding process

• Zero compliance violations in automation workflows

• Positioned firm as tech-forward, winning larger contracts

Client: Boutique personal injury firm with 3 attorneys

Challenge: Website visitors weren’t converting into consultations. Intake was manual, inconsistent, and time-consuming. Missed leads from after-hours inquiries and social media messages.

Solution:

• Deployed Hybrid-AI chatbot on website and Facebook Messenger

• Bot qualifies leads based on case type, incident date, and jurisdiction

• Automates intake form submission and syncs with Clio (legal CRM) via Zapier

• AI automation handles follow-ups, appointment booking, and document requests

Results:

• 2.5× increase in qualified consultations booked

• 60% reduction in admin time spent on intake

• Closed 3 new cases in first 45 days—bot paid for itself in under two months

Client: Strategic operations consultancy serving mid-market healthcare providers

Challenge: Website traffic was solid, but lead quality was poor. Prospects weren’t clear on service scope, and the team spent hours qualifying leads that weren’t a fit.

Solution:

• Deployed branded AI chatbot on homepage and service pages

• Bot asks qualifying questions (e.g., org size, pain points, budget range) and routes high-fit leads to Calendly

• Integrated with HubSpot for CRM sync and lead scoring

• Bot also delivers tailored service summaries based on user responses (e.g., “Here’s how we help 50–200 employee clinics streamline compliance and billing”)

Results:

• 4× increase in qualified discovery calls booked

• 80% reduction in manual lead sorting

• Closed $40K in new consulting engagements in first 60 days