By capability · Client intake form
Client intake form that actually finishes the job
A client intake form is the first thing a new lead sees, and a long, generic one is the first place they bounce. Consultations turns the intake form into a guided conversation. The AI asks what matters, adapts to each answer, and follows up where a fixed form would just sit there blank.
The result is a form that more leads finish and that captures richer answers. It collects the documents you need, qualifies the lead against your criteria, and books the appointment once everything is in. You still decide what to ask and you own every answer; the lead simply gets an intake that feels effortless.
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 client intake form
Feels like a chat
The intake asks one thing at a time and adapts, so it never feels like a daunting form.
Captures more
Follow-up questions pull out the detail a static form would miss entirely.
Ends in a booking
When the form is done, the meeting is booked and the documents are in hand.
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.
- Turn a long form into a guided conversation
- Lift completion rates with a lighter experience
- Capture documents and files in the same flow
- Qualify the lead and book the meeting at the end
- Keep ownership of every answer collected
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 client intake form
Explore more
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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