Full-Funnel AI Agent

We are a cross-border legal and tax consulting firm serving global clients, with acquisition primarily driven by Google Ads. Facing time-zone challenges and handling high-ticket service inquiries (minimum $500 retainer deposit), where Email accounts for 65%-70% of communications, we are looking for an experienced AI engineer/agency to build an integrated AI Agent workflow system. The system should: Provide 24/7 inbound inquiry qualification and lead scoring. Assist consultants/lawyers with automated case summaries and multilingual email drafting. Feed qualified sales data back into Google Ads via API to optimize campaign ROI. Key Scope of Work & ModulesModule 1: Inbound AI Qualification & Engagement Agent Multi-channel Ingestion: Primary focus on Email and Web Forms/Live Chat, with potential extension to WhatsApp/SMS. Structured Lead Qualification: Interactively gather key user details based on service categories (e.g., real estate transactions, wills, legal disputes, single/joint buyer status). Automated Tagging & Scoring: Automatically categorize leads, apply descriptive tags, and assign lead quality scores. Retainer Deposit Trigger: Automatically prompt qualified high-intent leads to pay a $500 retainer fee before routing them to human legal consultants. Dormant Lead Re-engagement: Trigger automated follow-up sequences for cold or non-responsive leads. Module 2: AI-Powered CRM & Sales Co-pilot Agent Omnichannel Timeline Sync: Automatically aggregate email threads and chat history into unified CRM lead profiles. Smart Email Draft Generator: Generate context-aware, highly professional draft replies in multiple languages (English, German, Japanese, etc.) using our SOP/Knowledge Base for one-click lawyer approval. Conversation Summarization & Reminders: Generate concise call/email summaries, highlight client pain points, and set automated reminders for follow-ups when leads go quiet. Module 3: Google Ads Closed-Loop Attribution Agent Offline Conversion Tracking (OCT): Integrate Google Ads API to push backend milestone events (e.g., "Qualified Lead", "Deposit Paid") back to Google Ads. Attribution Feedback Dashboard: Provide a visual dashboard correlating Google Ads campaigns with downstream sales conversions to refine bidding strategies. Key Deliverables Complete, functional AI Agent workflows, source code, and deployment scripts. Configured Prompt Templates, Knowledge Base ingestion pipelines, and Skill modules. Verification report of successful end-to-end Google Ads Offline Conversion tracking. System documentation, handover training session, and 30 days of post-launch bug support. Application Requirements In your proposal, please include: Examples or case studies of similar AI Agent / automation projects you have completed. A brief proposed technical architecture/workflow for this project. Milestone breakdown with timeframes and cost estimates per phase.