By capability · Automated booking
Automated appointment booking that does more than schedule
Automated appointment booking should free you from email tag, but most tools just hand over a calendar and hope for the best. Consultations automates the booking and the work around it. When a lead arrives, the AI runs the intake conversation, qualifies them, and books the appointment without anyone lifting a finger.
Because the agent gathers the details and documents while it schedules, the booking is never just a name on the calendar. You get a prepped brief with every appointment, and leads get instant confirmation instead of waiting on a reply. The agent handles the booking and intake automatically; the consultation itself stays yours.
One AI conversation · qualifies and books · you get a prepped brief
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
Works with your calendar
Intake only · never advice
Why it works
What your practice gets with automated booking
No more email tag
Leads book themselves through a conversation, so you never trade times back and forth.
Context with every slot
The agent gathers details and documents as it books, so appointments come prepped.
Instant confirmation
Leads get a confirmed time right away, which keeps them engaged and cuts drop-off.
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.
- Let leads book themselves through intake chat
- Confirm appointments instantly with no waiting
- Qualify the lead before the slot is taken
- Gather documents and details automatically
- Sync every booking to your existing calendar
Verdict
QualifiedDetails collected, lead qualified, and the paid appointment is on your calendar.
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.
Good questions
Questions about automated booking
Explore more
More ways teams automate client intake with Consultations
Client intake software
One AI conversation that qualifies, intakes, books, and briefs.
Learn moreConsultation booking software
Qualify and prep every lead before they ever hit your calendar.
Learn moreAppointment scheduling software
Scheduling that talks to the lead, qualifies, and preps the meeting.
Learn moreRun 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.
One AI conversation · qualifies and books · prepped brief in hand · intake only, never advice