Buyers describe their situation to AI — international tax, immigration, estate planning, post-IPO liquidity — and let the agent introduce them to the right specialist. Dashform replaces your consult-request and intake forms with agent-readable versions so AI can recommend you on the specifics, not just the keywords.
'Best CPA Austin' favors firm directories, not the cross-border specialist who could actually help the digital nomad asking AI for advice.
Word of mouth still works for the practices that have it, but new specialties and new geographies take years to build the same depth. Meanwhile, AI is becoming the introduction layer.
Conflict checks, jurisdiction, prior representation — the things you actually need before consult — are unreadable to AI. So agents send underqualified inquiries; you spend triage time.
Buyers describe their situation to AI; the AI matches them to a specialist whose practice areas, jurisdictions, and intake requirements it can actually read.
Illustrative example"Find me a CPA who handles international tax for US citizens working remotely in Portugal, with D7 visa context and equity compensation."
Your jurisdictions, practice areas, client profile, and engagement minimums are agent-readable. The AI matches on actual specialty fit, not on 'CPA' as a keyword.
The agent files an inquiry through your consult-request form — situation summary, jurisdiction, urgency, conflict-check fields you require — same form your assistant already triages.
Pre-scored against your practice areas, jurisdictions, conflict rules, and current capacity. Out-of-scope, conflict, or capacity inquiries get politely declined. Right-fit consults land with the situation summary attached.
Agents read your practice areas and jurisdictions, so a buyer describing a narrow situation can be matched to you rather than to whoever ranks for 'best lawyer near me'.
Pre-screened on jurisdiction, practice area, conflicts, and capacity. The inquiries that reach you are ones you'd take, not ones you'd refer out.
You publish what you already publish — practice areas, locations, intake questions. Nothing about advice, nothing about fees beyond what's already public.
Jurisdictions, languages, certifications, niche specialties — exposed in agent-readable form so AI matches you to the buyer's exact situation.
Write your conflict rules, retainer minimums, and capacity into the scoring criteria once; every agent inquiry is scored against them.
Drop the agent layer onto your existing consult-request form. Assistants triage the same fields they always have; your workflow stays exactly the same.
Only what you publish is exposed. Internal notes, fee details, and matter context never leave your system. You can pause or revoke the agent layer in one click.
Step-by-step articles for this workflow
We had an AI assistant complete a demo project inquiry by clicking through the page and via a handoff prompt. What it knew, what it asked, what to change.
What ChatGPT and Claude need before they can recommend your business and send a booking request: crawler access, clear facts, and a form they can complete.
Turn a fictional agency brief into a reviewed Dashform draft using Claude Code, with copyable prompts, a field map, and a publication checklist.
Replace your consult-request form in minutes. Keep your practice management, conflict checks, and triage, and add the agent layer for the matches that fit.
Free plan stays free · no card · no chatbot to babysit
