Product
How it works Identify Qualify Book Sync Follow up Integrations Security & GDPR
Solutions
By Department
Sales Marketing Customer Success Product Executive RevOps
By Industry
SaaS Consulting Expert Services Law Firms Engineering Firms Financial Services IT Services B2B Ecommerce
Pricing
Resources
All resources Blog Customer stories Guides ROI calculator Comparisons
Company
About Team Careers Facts Contact
Legal
Terms of Service Privacy Policy Data Processing Agreement Acceptable Use Policy Cookie & Storage Policy End-User Privacy Notice Security Overview Subprocessor List
Sign in
REQUEST A DEMO GET STARTED
For expert services firms

Your experts bill by the hour. Reclaim those hours.

Expert services live on €150–€400/hour billables, every hour spent on qualification is lost revenue. Cloop qualifies inquiries, matches the right specialist by practice area, triages urgency, and delivers briefing-ready meetings. Experts do expert work. Cloop does the rest.

Request a demo Get started

In one sentence

Cloop screens inbound inquiries before they reach your specialists. It qualifies, matches the right expert, and delivers briefing-ready meetings, so your experts only see engagements that fit.

Practice-area routing · Urgency triage · Compliance-aware

The expert economics

Every expert hour has a price. Most firms pay twice.

Specialists bill hourly but end up absorbing qualification cost, qualifying non-fits, triaging urgency by hand, doing the first 15 minutes of discovery that should happen before the meeting. The invoice shows billable work. The calendar shows a different story.

  • 01

    Every hour has a meter

    Expert services rates run €150-€400/hour. Your specialists track their billable utilization down to six-minute increments. Anything that isn't billable is a cost you're absorbing, often without measuring it.

  • 02

    Non-fit inquiries waste specialist time

    A VAT inquiry lands with the corporate-tax specialist. A payroll question goes to the employment-law partner. A general HR strategy call reaches the senior talent expert who bills €400/hour. Every mismatch is an hour that produces nothing.

  • 03

    Experts shouldn't qualify inquiries

    The skills that make a senior tax partner brilliant are not the skills of an inquiry-triage agent. Forcing them to qualify means they under-deliver on both, billing less, while qualifying less thoroughly than a dedicated process would.

The billable hour calculation A stepwise equation building across six moments, 6 hours per week, times 300 euros per hour, times 50 weeks, equals 90 000 euros per specialist per year, times 5 specialists, equals 450 000 euros per year. Below: across a five-year horizon, 2.25 million euros. A caption reads this is the cost of not automating qualification. HOURS / WEEK 6 h × € / HOUR €300 × WEEKS / YR 50 = PER SPECIALIST / YEAR €90,000 × SPECIALISTS 5 5 SPECIALISTS · PER YEAR €450,000 5-YEAR HORIZON €2.25M This is the cost of not automating qualification.
The weekly loss

per specialist, per week, on qualification that isn't billable

Six hours × €300/hour × 50 working weeks = €90,000 per specialist per year. For a 5-specialist firm, that's €450,000 annually turning into "we're not a fit" conversations. This isn't the cost of doing business. It's the cost of not automating qualification.

Specialist-led

The right expert. The right brief. Every time.

Six shifts in how qualification works when the specialist is the scarce resource. Each one protects billable hours while improving engagement fit.

Specialist matching dashboard, qualified inquiry queue, specialist utilization, filtered self-serve A browser at cloop.io/expert-dashboard titled Inbound Queue, Tax Advisory. Top row: 47 inquiries, 12 qualified, 35 filtered out. Main area has three columns, qualified inquiry queue with five matched specialists and confidence percentages, specialist utilization with five utilization bars in deep bronze, and a filtered-out list of four self-serve resolutions. Bottom bar shows 12,400 euros of billable capacity protected this week. cloop.io/expert-dashboard Inbound Queue · Tax Advisory · This Week INQUIRIES · THIS WEEK 47 QUALIFIED FOR SPECIALISTS 12 FILTERED · SELF-SERVE 35 Qualified inquiry queue Specialist utilization Filtered · self-serve Acme · VAT dispute · Nordic export → Maija Virtanen · Nordic VAT URG 94% NordTech · Transfer pricing review → Jari Koskinen · Transfer pricing STD 91% ScalePro · CSRD ESG scope → Sanna Lahti · ESG compliance 4 WEEKS 88% FinServ · Corporate tax structure → Timo Nieminen · Corporate tax STD 87% TechStart · DORA compliance → Maria Jokinen · FS compliance APPROACH 85% Maija Virtanen Nordic VAT 78% Jari Koskinen Transfer pricing 82% Sanna Lahti ESG compliance 91% Timo Nieminen Corporate tax 67% available Maria Jokinen FS compliance 73% General VAT FAQ → sent to VAT guide Small-business accounting → not a fit (under-SMB) Employment contract template → template library Basic payroll setup → outside practice RESOLVED 35 no specialist time used LIVE · €12,400 billable capacity protected this week
  1. 01
    Specialist matching by practice area

    A VAT inquiry routes to your VAT specialist. Employment law to employment. Transfer pricing to the Nordic transfer-pricing expert. Cloop maps inquiries to your firm's specialist coverage, automatically, by practice area, region, and company type.

  2. 02
    Urgency triage before calendaring

    An urgent termination dispute needs an employment specialist this week. An annual tax-planning review can wait three weeks. Cloop distinguishes urgency from non-urgency in the conversation, and calendars accordingly, protecting urgent-response capacity from filling with non-urgent work.

  3. 03
    Scope qualification before the call

    Simple one-off advice vs. ongoing retainer vs. complex project, each needs different specialist time and pricing. Cloop qualifies scope at qualification so the specialist knows what kind of engagement is being discussed before the meeting starts.

  4. 04
    Expert briefing before the meeting

    When the meeting is booked, the specialist opens their calendar and finds: company context, stated challenge, urgency level, compliance area if relevant, budget signals, and timeline. First-call discovery is done. The specialist's time starts producing value immediately.

  5. 05
    Regulatory compliance routing

    Compliance inquiries route to the specialist who owns that regulatory area. A CSRD ESG reporting question goes to the ESG partner. A DORA compliance inquiry goes to the financial-services specialist. A GDPR question goes to data-protection expert. No more cross-specialist handoffs on regulatory deadlines.

  6. 06
    Strategic intelligence on practice demand

    Firm leadership sees which services are most asked about, which specializations are under-utilized, which regulatory areas are generating the most inquiries, which competitor firms are being evaluated. Practice-portfolio decisions move from partner intuition to market-validated data.

One AI, five agents

Orchestrated for expert services qualification.

Cloop orchestrates five specialized AI agents across the expert services engagement journey. Each agent activates at the right moment, protecting specialist time and routing correctly.

  1. AGENT 01 Welcome agent

    Recognizes the firm making the inquiry, identifies the practice area signals, greets with context.

  2. AGENT 02 Sales agent

    Qualifies by practice-specific logic, tax, employment law, HR, payroll, fractional CFO each need different questions.

  3. AGENT 03 Booking agent

    Routes to the right specialist by practice, industry, urgency, and compliance area. Protects specialist calendars from mismatches.

  4. AGENT 04 Customer Care agent

    Serves existing engagement clients asking about other practices, surfaces cross-practice opportunities without interrupting the primary specialist.

  5. AGENT 05 Follow-up agent

    Keeps warm prospects engaged across the typical 2-8 week consideration cycle. Pauses the moment the prospect re-engages.

Specialists handle the engagement. Cloop handles everything before and after.

In practice

Four expert services scenarios where Cloop fits.

These are illustrative scenarios, not specific customer cases, but they represent the real patterns Cloop is built for in expert services.

Specialist matching flow, practice area + specialization + urgency converge on one specialist From a VAT compliance inquiry at the top, Cloop branches into three routing dimensions, practice area (Tax, Employment, Payroll, HR, Fractional CFO, ESG, with Tax highlighted), specialization (Corporate, VAT, International, Transfer pricing, Nordic, ESG, with VAT and Nordic highlighted), and urgency (Immediate, This week, This month, Flexible, with Immediate highlighted). The three highlighted branches converge into a matched specialist node labelled Nordic VAT specialist, with a bottom outcome line reading meeting booked, brief delivered, specialist time protected. INQUIRY ARRIVES VAT compliance · Nordic export · Urgent PRACTICE AREA • Tax • Employment • Payroll • HR • Fractional CFO • ESG SPECIALIZATION • Corporate • VAT • International • Transfer pricing • Nordic URGENCY • Immediate • This week • This month • Flexible MATCHED SPECIALIST Nordic VAT specialist · Urgent queue illustrative match, not a real specialist Meeting booked · Brief delivered · Specialist time protected
  1. Tax advisory · Specialization depth Eight tax specialists. One generic contact form.

    A tax advisory firm has specialists across corporate tax, VAT, international tax, transfer pricing, Nordic tax law, and more. Inquiries hit a generic contact form routed to a shared inbox. Partner triage takes days, and mismatched routing is common. Cloop matches at qualification: "corporate VAT issue, Nordics export business" → specific Nordic VAT specialist, within minutes. Specialist sees only inquiries that match their practice.

  2. Employment law · Urgency triage Urgent disputes mixed with strategic retainer work.

    An employment law firm sees termination disputes (urgent, this week) mixed with policy reviews (scheduled, flexible). Partners can't distinguish without a first call. Cloop triages urgency through the conversation: "immediate termination dispute" routes to the urgent queue with a same-week call, "annual policy review" books into next month with the senior partner. Urgent capacity stays protected.

  3. Fractional CFO · Scope matching Pre-seed vs. Series A vs. scale-up. Different experts.

    A fractional-CFO firm has specialists for different startup stages, pre-seed advisory, Series A financial leadership, scale-up transformation, interim CFO for fundraise prep. Inquiries don't state their stage clearly. Cloop qualifies through natural conversation: "we're raising our seed round" → pre-seed specialist, "we're preparing Series B materials" → fundraise specialist. Scope matches before any call.

  4. HR consulting · Compliance-and-strategy Total rewards, talent strategy, and compliance work.

    An HR consulting firm covers talent acquisition, total rewards consulting, DEI strategy, change management, and employment-law compliance advisory. Inquiries range from "we need help hiring a CMO" to "we need CSRD ESG disclosure support." Different specialists, different pricing models, different urgency. Cloop classifies at inquiry: strategic vs. compliance, urgent vs. flexible, single-engagement vs. retainer. Right specialist, right scope, right timeline.

Strategic intelligence

What your market is actually asking.

Beyond protecting specialist hours, Cloop gives firm leadership the data to make practice-portfolio decisions. Which services are in demand. Which specializations are under-utilized. Which regulatory areas are driving the most inquiries. Which firms are being compared against yours.

  1. WHICH SERVICES
    are most demanded this quarter
  2. WHICH SPECIALIZATIONS
    are under-utilized
  3. WHICH COMPLIANCE AREAS
    are generating the most inquiries
  4. WHICH COMPETITORS
    your prospects are evaluating
  5. WHICH SEGMENTS
    need which specialists

Practice-portfolio decisions, validated by inquiry data, not partner intuition.

How Cloop fits

Specialists do specialist work. Cloop handles everything before that.

Cloop screens inbound inquiries and protects specialist time for billable work. Your specialists still own every engagement, the research, the advice, the relationship. Cloop just makes sure they only engage when the fit is real and the briefing is complete.

At typical specialist rates, Cloop pays back its annual cost in under two weeks of reclaimed billable hours.

See pricing

Looking from another angle?

Match what Cloop does to your team or your industry.

By industry

Cloop for Consulting firms

Recognize visiting firms, route to the right partner, keep the relationship warm across long cycles.

By industry

Cloop for Law firms

Sister vertical for legal practice. Partner matching by practice area, urgency triage, regulatory routing for DORA, NIS2, GDPR, and more.

Compare

Cloop vs Leadoo

Finland's most-used chatbot, AI conversation versus no-code flows.
Try it yourself

See Cloop on your actual expert services site.

Thirty minutes. We'll walk through specialist matching, urgency triage, and compliance routing, on your actual website and practice mix.

Request a demo