Automate client intake, proposal scoping, and advisory consultations.
Khyra handles inbound corporate inquiries, qualifies prospective clients against scope and budget criteria, and schedules discovery consultations — synchronizing directly with your CRM and practice calendar.
We need an operational audit for our 200-person organization.
I've logged your scope and booked a discovery call with our practice lead for Thursday 10:30 AM. Confirmation sent.
From interaction to system action — in seconds.
Corporate inquiry or advisory request received
Organization size, timeline, and project requirements parsed
Qualified against practice engagement criteria
Directly scheduled on practice partner's calendar
Detailed brief and transcript logged in practice management
Corporate inquiry or advisory request received
Organization size, timeline, and project requirements parsed
Qualified against practice engagement criteria
Directly scheduled on practice partner's calendar
Detailed brief and transcript logged in practice management
What's holding professional services operations back
These aren't edge cases. They are daily communication bottlenecks that create lost bookings, staff burnout, and missed revenue.
Executive prospects expect immediate responsiveness. Khyra qualifies and routes inquiries in seconds.
Khyra filters inquiries against your minimum project threshold, ensuring partners speak only to serious buyers.
Khyra systematically collects organization size, current stack, and regulatory deadlines before booking.
Cross-border clients in different time zones receive instant intake and calendar booking 24/7.
Khyra automatically logs every requirement summary directly into Salesforce, HubSpot, or Clio.
Pre-built workflow blueprints.
Configured around your operating guidelines, provider schedules, and software stack.
Captures corporate scope, company size, urgency, and decision-maker roles.
Checks live availability across practice leads and books discovery sessions.
Enriches CRM profiles with complete structured intake transcripts.
Answers advisory methodology, compliance standards, and retainer structure questions.
Transfers urgent or key-account prospects directly to senior partners with live briefs.
How Khyra handles professional services interactions
"We are seeking an operational compliance audit proposal for Meridian Advisory's 200-person organization."
"I can help configure that. What is your target completion date, and are you evaluating specific frameworks such as ISO or SOC 2?"
The operational system behind consulting & professional practice workflows.
Khyra keeps client matters, advisor consultations, and engagement deliverables organized in one operational workspace.
Configured around your operational policies, live availability, and existing software systems.
Operational context, in one place
Khyra keeps customer activity, schedules, requests and workflow status connected so teams can see what happened and what needs to happen next.
Connects to your existing software stack.
Khyra is engineered for zero rip-and-replace. We integrate directly into your current CRM, EHR, PMS, telephony, and calendar tools via secure APIs.
CRM & Practice Management
Structured client intake logging, contact enrichment, and deal pipeline creation.
Partner Calendars & Conferencing
Direct booking on practice lead calendars with meeting agendas and Zoom / Teams links.
Telephony & VoIP
Inbound corporate lines with intelligent routing by practice area.
How we deploy Khyra in your operations.
Standard deployments are live in days without disruption to your existing phone numbers or daily business operations.
Map the Workflow
Define intent boundaries, validation rules, and backend actions for your operations.
Connect Existing Systems
Securely link your CRM, EHR, PMS, calendars, and telephony through supported APIs.
Configure Business Rules
Tailor scheduling availability, provider policies, and qualification rubrics.
Test & Validate
Simulate caller scenarios, noise, interruptions, and edge-case exceptions.
Go Live with Safeguards
Launch live interaction handling backed by real-time monitoring and warm transfer.
Monitor and Refine
Continuous observability over interaction logs, task completion, and escalation rates.
What happens when an interaction requires human judgment?
Inquiries exceeding practice thresholds or existing key client matters are routed directly to designated practice leads with full background.
Professional Services questions, answered
Yes. Khyra is configured with your firm's qualification rubric — minimum budget, company size, timeline, and decision-maker authority.
Yes. Khyra integrates with Salesforce, HubSpot, Microsoft 365, Google Calendar, and Clio via secure APIs.
Ready to see Khyra in action?
Schedule an operational consultation and live demonstration. We'll show you exactly how Khyra automates professional & advisory services workflows with your software stack.