AI Solutions

AI Lead Qualification with Governance

We build lead qualification systems that ask the right questions, minimize data, and route to humans for decisions. No black-box scoring, no protected trait assumptions—just a clear rubric you control.

Qualification Rubric You Define

We start with your definition of a qualified lead—budget, timeline, need, or other criteria. The AI only asks allowed questions and captures evidence fields to support the qualification. Confidence and uncertainty are explicit, not hidden.

Data Minimization and Consent

We collect only what's necessary for qualification, with clear consent and status inputs. Protected or sensitive traits are excluded from the qualification rubric and reviewed through governance controls.

Routing and Human Review

Qualified leads are routed to your team with context. Unqualified leads are handled respectfully. We build in human review for edge cases and never make protected or high-impact eligibility decisions automatically.

Evaluation and Governance

We track false positives and negatives, review logs, and adjust the rubric as needed. Governance is built in—you'll know what the system is doing and why.

What the engagement can produce

Practical deliverables

Qualification Rubric

A documented set of criteria and allowed questions, with evidence fields.

Consent and Data Flow

A clear process for capturing consent and minimizing data collection.

Routing Logic

A system for sending qualified leads to the right person, with human review steps.

Evaluation Report

A framework for measuring false positives/negatives and improving the rubric.

Qualify leads without the guesswork

Let us document the rubric, allowed questions, evidence fields, uncertainty, routing, human review, evaluation, and governance for a bounded qualification workflow.