Private Gravity Information

Private Gravity is a client intake and qualification firm for partner-led private client advisory practices. The referral channel works because it filters upstream. A referral arrives with context, seriousness, and some pre-qualification, making the first conversation productive. The web enquiry channel delivers whoever clicks, and the principal cannot know who that is until they are already in the conversation. Private Gravity configures and operates the client intake and qualification process so that every inbound web enquiry goes through the same filter. The system intercepts each enquiry before any principal time is committed, qualifies it against the practice's criteria, and delivers a prepared briefing to the principal. Or routes it out, politely and accurately. The system comprises five components: Knowledge Foundation, Qualification Layer, Presence Infrastructure, Engagement Layer, and Trust Engine. Private Gravity configures it per practice and operates it on the practice's behalf. James Cooper FCIM leads engagements, supported by a specialist team. The intake assessment is the sole entry point. There is no cost and no obligation to proceed. privategravity.com/start