By capability · Client intake software
Client intake software that runs the whole front door
Client intake software usually means a form that drops a name in your inbox and leaves the rest to you. Consultations replaces that with a single AI conversation. A new lead arrives by form, link, phone, or chat, and the agent runs the initial discovery in plain language, asking the right questions instead of forcing a rigid form.
Along the way it qualifies the lead against your criteria, collects the details and documents you need, and books the paid appointment on your calendar. You get a clean, prepped brief before you ever talk. The agent handles intake, qualification, and scheduling only. You stay the one who advises and runs the consultation.
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
In short
Last updated July 2026
Client intake software captures a new inquiry, asks the questions that qualify it, collects the details and documents needed, and gets an appointment booked. Traditional intake software does this with forms and a queue somebody works manually. Consultations does it as one AI conversation: the lead is answered in seconds on any channel, screened against your criteria, asked the follow-ups a static form cannot ask, booked on your calendar, and handed to you as a prepped brief. It is priced per firm at $49 to $299 a month rather than per user or per lead, and it handles intake, qualification, and scheduling only, never professional advice.
Works with your calendar
Intake only · never advice
Why it works
What your practice gets with client intake software
A conversation, not a form
The AI runs the discovery in plain language, asking follow-ups a static form cannot, so leads actually finish.
Qualify, collect, book
It screens against your criteria, gathers the details and documents you need, and books the paid appointment.
A brief before you talk
You walk into every call with a prepped summary of who the lead is, what they need, and what they sent.
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 web forms, links, and chats into one intake conversation
- Qualify leads against your own criteria automatically
- Collect the documents and details a meeting needs upfront
- Book the paid appointment straight onto your calendar
- Arrive at every consultation with a clean, prepped brief
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.
People also ask
Client intake software: the questions buyers actually search
What is client intake software?
Client intake software is the system a practice uses to capture a new inquiry, ask the questions that qualify it, collect the required details and documents, and book the first appointment. Simple versions are a form plus an inbox. Complete ones manage the whole pipeline: response time, screening against defined criteria, document collection, scheduling, status, and the handoff to the professional who takes the matter.
What is the difference between an intake form and intake software?
A form captures a submission and stops there. Intake software manages everything after it, which is where inquiries are actually lost: how fast someone responds, whether the follow-up questions get asked, whether documents arrive, and whether an appointment gets booked. Practices that upgrade their form and keep the same manual process usually see the same conversion rate afterward.
How does AI change client intake?
It removes the two things that lose inquiries: delay and inconsistency. An AI agent answers the moment an inquiry arrives on any channel, at any hour, asks the same qualifying questions every time, follows the answers with real follow-ups instead of branching a static form, collects documents, and books the appointment in the same conversation. The professional receives a prepared matter rather than a raw lead.
How much does client intake software cost?
Most vendors price per user or per lead, and many quote privately rather than publish a number. Per-user pricing means adding the paralegal who should see the pipeline costs money; per-lead pricing means a good marketing month raises your bill. Consultations publishes flat per-firm pricing at $49 a month for a solo professional, $129 for up to five, and $299 for up to twenty.
Does client intake software work for more than law firms?
Yes. Any practice where a first conversation decides whether someone becomes a client runs the same pipeline: consultants, agencies, coaches, clinics, and accounting practices all capture an inquiry, screen it, gather background, and book a first meeting. The screening criteria and the documents change by field, but the stages and the failure points are identical.
Good questions
Questions about client intake software
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Go deeper on client intake software
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.
One AI conversation · qualifies and books · prepped brief in hand · intake only, never advice