Peak Chat / Professional services
The inquiry came by e-mail.Three follow-up questions later you know what it's about.
In law firms, tax practices and engineering offices, an engagement often starts with a short message. The plan is for Peak Chat to ask for the needed details in a friendly way: request, deadlines, contact person. The chat gives no professional advice; that stays with you and your team.
One answer changes the follow-up
Pick a sample rating.
Local draft · no product activationTry the sample rule. Nothing is sent.
02 / The next question
Which detail is missing most often in new inquiries?
An inquiry you can assess without follow-up questions.
Explainer · fictitious sample data · Nordwind Partners (fictitious) · not the product interface
Check the rule yourself
Change the assessment. See the next question.
Pick a value. At 0 to 6 the question about missing details appears, at 7 to 10 you move straight on. Please don't enter real client data; nothing is sent.
Local rule demo · Please use neutral sample details only.
Pick a rating to see the next step.
The answer sets the direction.
- Rating
- —
- Follow-up
- Waiting for a rating
No example picked yet.
From a short message to a complete inquiry
Take it in first. Then advise.
The sample rule: with an assessment of 0 to 6 the chat asks for the missing details. From 7 up the inquiry goes straight to your team. That's how the flow is planned.
- 01Signal
A short inquiry.
Starting point“We received a letter, can you help?”
Someone writes through your website that they need help. Whether it's urgent and fits your field isn't there yet.
Message → open request - 02Action
The details you need.
0–6Follow-up7–10FinishYou decide which details a first assessment needs. The plan is for the chat to ask only for those and give no professional advice.
Condition → 0–6: complete the details - 03Result
An inquiry ready to assess.
ResultAn inquiry you can assess without follow-up questions.
The complete inquiry is meant to land with your team, the contact in Peak CRM. Here you only see a local preview.
Sample artifact → intake note
What you can already see today
See client intake as a simulation.
The live demo plays through an inquiry with example data. Forms in Peak Forms and contacts in Peak CRM already exist today as their own apps; Peak One separates permissions by role.
See the live demoPeak Chat / Your next step
The first answer starts with the right question.
Check both paths in the example. Then write down the three details you need for every new inquiry.
Try the sample rule
Complete before the call back.
An inquiry you can assess without follow-up questions.
Frequently asked questions
Does Peak Chat give legal or tax advice?
No. The chat is meant to collect details; professional advice stays with you and your team.
Is Peak Chat certified for professions bound by confidentiality?
We make no promise about certifications. Peak One separates data by workspace and permissions by role.
What can I use for intake today?
Forms in Peak Forms and contacts in Peak CRM, each as a separate app.