The AI client-intake agent
Client intake software: AI client intake automation that qualifies and books.
A new lead lands and the AI runs the discovery consultation, qualifies them, collects what you need, books the paid appointment, and hands you a prepped brief.
Handles intake and scheduling, not advice
Pick a profession, watch the brief fill itself
The AI runs the discovery consultation, qualifies the lead, collects details and documents, and books the paid appointment, then hands you a prepped brief.
Intake brief
↑ pick a profession to run the intake
Discovery consultation
liveIntake brief
Qualification
Scored against this firm's intake criteria, with the reasons on the brief.
Appointment
bookedat
Brief ready for
Brief readyLive and interactive · qualified, briefed, and booked
Every lead qualified, briefed, and booked · intake and scheduling, not advice · you own your data
Qualifies and books, never advises
You own your client data
Human-reviewed brief, every time
One front door, not five tools
Never lose a qualified lead to slow intake again
The calendar link, the form, the qualification call, and the prep work were four jobs across four tools. Consultations runs them as one AI conversation.
A real discovery consultation, not a dumb form
The AI greets the lead, asks smart follow-ups, adapts to your profession, and collects the details and documents you actually need. It reads like a thoughtful front-desk conversation, because that is what it is.
Asks
"Roughly how big is the team, and what is annual revenue today?"
Brief
Scope: 30-person team, $4M revenue
Qualify automatically
Score every lead against your own rules. Qualified ones book; the rest are flagged for review, never auto-rejected.
Collect docs up front
The AI requests the files you need and attaches them to the brief, with the client's consent, so you walk in prepared.
Book on your calendar
It books the paid appointment on your real calendar and confirms it, so qualified leads never go cold.
Walk in prepped
Every appointment arrives with a clean, human-reviewed brief, so your first meeting starts where the second usually does.
How it works
From new lead to booked, briefed appointment
Greet and qualify
A lead arrives by form, link, chat, or phone. The AI opens the discovery consultation and qualifies them against your rules.
Collect details and docs
It asks the right follow-ups, gathers the facts, and requests the documents you need, all with consent.
Book the paid appointment
Qualified leads are booked straight onto your calendar for a paid consultation, and the time is confirmed.
Hand off the brief
You get a clean, human-reviewed brief before the meeting, so you walk in already knowing who and what.
Why pros switch
One conversation replaces the whole front door
Most tools do one slice. Consultations unifies qualification, intake, document collection, booking, and the brief into a single AI conversation. Honest comparisons, no disparagement.
Instead of
A calendar link
Books a slot, but never qualifies the lead or learns why they are coming. You still prep from scratch.
Instead of
An intake form
Collects fields, but cannot ask a follow-up, adapt, or book. Leads abandon long forms.
Instead of
An answering service
Humans take a message, but do not qualify against your rules or build a structured brief.
Consultations does all five, in one conversation, then hands you the brief.
Scope
What the intake AI does, and what it never does
The boundary is the product. Consultations runs the front door so a licensed professional can spend their time on the work only they can do.
It does
- Runs the discovery conversation in chat, email, or on a call, and asks natural follow-ups instead of showing a long form.
- Screens the inquiry against qualification rules you write yourself, in your own words.
- Collects the details and documents the first paid meeting needs, and stores them against the matter.
- Books the appointment on your real calendar, takes payment if the consultation is paid, and sends reminders.
- Hands you a written brief before the meeting so you open the call already knowing the situation.
It never does
- Gives legal, medical, financial, or tax advice. It routes the matter, it does not opine on it.
- Diagnoses, interprets a document, or tells anyone what their options are worth.
- Auto-rejects a person. Anything outside your rules is flagged for a human decision, never quietly dropped.
- Books a paid appointment that failed your qualification rules without a human review first.
- Represents itself as a person. Every conversation says up front that it is an AI assistant handling intake.
Not professional advice. Consultations is intake and scheduling software. Nothing it produces is legal, medical, or financial advice, and no attorney-client, clinician-patient, or advisory relationship is created by using it. Your licensed professional is responsible for every consultation and every decision that follows it.
Good questions
The questions pros ask before they switch
Turn your next lead into a booked, briefed appointment.
Run a sample intake, see the brief fill itself, then put it to work on your own front door. Solo starts at $49 a month and you can start today.
Every lead qualified, briefed, and booked · intake and scheduling, not advice · you own and can export your data