By workflow · Automated lead qualification
Automated lead qualification that runs on every inquiry
Qualifying leads by hand means asking the same questions over and over and still letting a few bad fits onto your calendar. Consultations automates the qualification entirely. As part of the intake conversation, the AI asks your screening questions, weighs the answers against your criteria, and decides who fits.
Leads that pass are booked and prepped; the rest are filtered or routed before they cost you a slot. The screening is consistent every time, and you can see why each lead qualified. The agent does the asking and sorting; you set the rules and bring the expertise to the meetings that matter.
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 lead qualification
Consistent screening
Every lead gets the same questions and the same criteria, so qualification never slips.
Filter automatically
Poor-fit leads are caught before they reach your calendar, with no manual triage.
See the reasoning
Each lead comes with why it qualified or not, so you trust the decision.
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.
- Ask screening questions on every inquiry
- Weigh answers against your own criteria
- Filter or route poor-fit leads automatically
- Book and prep the leads that pass
- Keep a clear record of each decision
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 lead qualification
Explore more
More ways teams automate client intake with Consultations
Discovery call automation
Automate the discovery, keep the advice for the real conversation.
Learn moreClient 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 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