About SkillSet AI

The Intake System Built for How PI Firms Really Operate

SkillSet was built by former intake specialists who saw how much revenue PI firms lose to slow follow-ups and missed calls. Today, it runs intake in real time — qualifying, following up, and sending retainers automatically so no opportunity is ever missed.

Meet the Founders

Carlos Rojas and Juan Alvarez met as freshmen in high school, connecting over a passion for tech and building things. Years later, as top-performing intake specialists, they saw firsthand how often firms lost valuable leads and big cases. Having also built and experimented with AI projects, they combined their intake expertise with technical skills to create SkillSet AI, ensuring PI firms capture every lead and never miss an opportunity again.

Frequently Asked Questions

Everything firms ask before automating intake with SkillSet.

How fast can we launch?
 Can we control the screening criteria?
What about surges in call volume?
Why limit to a few firms?
Can it actually close clients?
What is the "Founding Firm" Program?
Do we need IT or extra staff?
Is client data secure and compliant?