Consultations

By capability · AI receptionist

AI receptionist that handles intake and booking around the clock

A great receptionist greets every lead, asks the right questions, and gets the meeting on the books. Consultations is an AI receptionist that does exactly that, on every channel, at any hour, without missing a message. When a lead reaches out, the agent welcomes them, runs the intake conversation, and qualifies them against your criteria.

It collects the details and documents you need and books the appointment on your calendar, then hands you a prepped brief. Leads never sit in an unanswered inbox, and you never lose one to a slow reply. The AI covers the front desk for intake and scheduling. The advice still comes from you.

One AI conversation · qualifies and books · you get a prepped brief

The Intake Desk
Intake and scheduling, not advice
Run intake for

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

Name
Need
Budget / fit
Timeline
Docs
Verdict

↑ pick a profession to run the intake

Discovery consultation

live

Intake brief

Qualification

Scored against this firm's intake criteria, with the reasons on the brief.

Appointment

booked

at

Brief ready for

Brief ready

Live and interactive · qualified, briefed, and booked

Every lead qualified, briefed, and booked · intake and scheduling, not advice · you own your data

In short

Last updated July 2026

An AI receptionist answers every call, form, and chat the moment it arrives, at any hour, and runs the intake conversation instead of taking a message. It greets the lead, asks the qualifying questions you define, screens the inquiry against your criteria, collects the details and documents you need, books the appointment on the right calendar, and hands over a prepped brief. That is the practical difference from an answering service, which forwards a message and leaves the qualification with you. Consultations is priced per firm at $49 to $299 a month rather than per call or per minute, so a high-volume month costs the same as a quiet one. It never gives legal, medical, or financial advice.

Consultants Agencies Coaches Clinics Law firms

Works with your calendar

Intake only · never advice

Why it works

What your practice gets with ai receptionist

Always answering

Every lead gets greeted and handled immediately, day or night, so none slip away.

More than a greeter

It runs intake, qualifies, collects documents, and books, not just takes a message.

Hands off a brief

You get a prepped summary of every lead the receptionist handled, ready for the meeting.

What it handles

Run the intake, qualify the lead, book the appointment

Consultations runs the discovery conversation, asks the right questions, collects the details and documents you need, qualifies the lead, books the paid appointment, and hands you a prepped brief, all in one place.

  • Greet and respond to every lead instantly
  • Run intake across forms, links, and chat
  • Qualify leads against your criteria
  • Book appointments straight to your calendar
  • Capture details and documents automatically
INTAKE BRIEF Brief ready
92
New inquiry Good fit
Qualified In scope
Name Jordan Avery
Need Onboarding workflow
Budget / fit $8k · in range
Timeline Within 4 weeks
Docs 2 files attached

Verdict

Qualified

Details collected, lead qualified, and the paid appointment is on your calendar.

Intake · Qualify · Booked Appointment booked

Why Consultations

Intake run, lead qualified, appointment booked

Not a calendar link, not a static form, not a separate qualification step. One AI conversation replaces the calendar link plus form plus qualification plus brief, and hands you a prepped client ready for the meeting.

Runs the consultation

The AI runs the discovery conversation, asks the right follow-ups, and collects the details and documents you need before the call.

Qualifies and books

It scores fit against your criteria, qualifies the lead, and books the paid appointment straight onto your calendar.

Intake, not advice

Intake, qualification, scheduling and admin only. Your licensed professionals give the advice. Client data is consented, private, owned and exportable.

Lead qualification is what separates an AI receptionist from an answering service

Answering is the easy half. Any service, human or automated, can pick up and take a name and number. The half that decides whether the inquiry becomes revenue is qualification: finding out what the person actually needs, whether it is something you do, whether the timing and budget work, and what has to be gathered before a meeting is worth anyone's time. Most answering services stop before that point, and the ones that go further meter it, charging per additional intake question or per booking.

Consultations runs the qualification as part of the same conversation. It asks the screening questions you define, follows the answers rather than reading a fixed script, records the reason when an inquiry does not fit, and moves the ones that do straight to a booked appointment. What lands in your inbox is a screened inquiry with the facts and a time on the calendar, not a message asking you to call someone back and start from zero.

Where an AI front desk earns its keep

Coverage gaps are concentrated, not spread evenly. Evenings, weekends, the second simultaneous call during a busy hour, and the stretch when the one person who answers the phone is at lunch or on vacation account for most missed inquiries. A single staffed desk covers roughly 40 of the 168 hours in a week and one conversation at a time, so a marketing push that works can produce more unanswered calls rather than more clients.

An AI receptionist has no shift, no queue, and no cap on simultaneous conversations. Every inquiry that arrives at 11pm Saturday gets the same intake it would get at 10am Tuesday, and twelve people arriving at once are all handled at once. For practices where the first responder usually wins the client, that consistency is worth more than any individual feature.

The boundary: reception and intake, never advice

An automated front desk that starts answering substantive questions is a liability. Consultations never tells someone whether they have a case, never predicts an outcome, never estimates what a matter is worth, and never quotes a fee you have not set. It greets, gathers facts, applies your screening criteria, collects documents, and books.

That boundary is what makes it safe to put in front of prospective clients. The agent behaves like a well-trained non-licensed staff member: helpful, precise, and clear that the professional is the one who advises. Everything a caller shares is consented to, private, owned by your practice, and exportable.

Honest comparison

AI receptionist, live answering service, or in-house hire

The three realistic ways to cover a front desk, and what each one leaves on your desk at the end of the call.

What matters AI receptionist Live answering service In-house receptionist
Hours covered All 168 a week Usually 24/7 About 40 a week
Simultaneous inquiries All at once Within staffing capacity One at a time
Runs the full intake Yes Usually capped, then metered If trained and not busy
Qualifies against your criteria Yes, identically every time No, you qualify on the callback Varies by person and day
Books the appointment Yes, at the end of the intake Often a per-call add-on Yes
Cost of a busy month Unchanged Higher, metered by call or minute Unchanged, but calls go unanswered

A live service is warmer and a caller can tell they are speaking to a person, which matters in some practices more than others. An AI front desk covers more hours and finishes more of the work.

People also ask

AI receptionist: the questions buyers actually search

What is an AI receptionist?

An AI receptionist is software that answers incoming calls, forms, and chats immediately at any hour and runs the intake conversation itself. It greets the lead, asks your qualifying questions, screens the inquiry against your criteria, collects details and documents, books the appointment, and hands over a prepped brief. It covers reception, intake, and scheduling only, and never gives professional advice.

What is the difference between an AI receptionist and an answering service?

An answering service picks up and forwards a message, leaving the qualification with you. An AI receptionist completes the inquiry: it asks the full set of intake questions, applies your screening rules, collects documents, and books the appointment during the same conversation. The practical test is what arrives in your inbox, a name and number, or a qualified inquiry with a time on the calendar.

Can an AI receptionist qualify leads?

Yes, and that is the main reason to use one. It applies the criteria you define, such as service area, matter type, timeline, and budget, to every inquiry the same way, records the reason when something does not fit, and moves qualified leads straight to a booked appointment. Because the screening is identical on every inquiry, the quality of what reaches you stops depending on who happened to answer.

How much does an AI receptionist cost?

Most AI answering products bill per call, commonly $150 to $500 a month for 75 to 300 calls, so a busy month costs more. Live human services bill by the minute or the call, from around $250 to over $2,000 a month. Consultations is flat per firm: $49 a month for a solo professional, $129 for up to five, and $299 for up to twenty, with no per-call metering.

Will callers know they are talking to an AI?

Yes, and it should be obvious rather than hidden. The agent is conversational and helpful but does not pretend to be a person, which is both the honest approach and the one that avoids trouble. In practice most people care far more about getting a real answer and a booked appointment at 9pm than about who provided it.

Good questions

Questions about ai receptionist

No. It handles greeting, intake, qualification, and booking only. It never gives legal, medical, or financial advice. The licensed professional always handles the actual consultation.
It works across your web forms, shareable links, and chat, so leads are greeted and handled wherever they arrive, without anyone waiting on a reply.

Explore more

More ways teams automate client intake with Consultations

Run the intake and book the appointment.

Let the AI run the discovery conversation, qualify the lead, collect the details and documents, book the paid appointment, and hand you a prepped brief. Intake only, never advice, and your client data stays yours.

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One AI conversation · qualifies and books · prepped brief in hand · intake only, never advice