Consultations
How it works
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By workflow · Client onboarding

Client onboarding software that starts before the first meeting

Onboarding usually begins after someone says yes, which means a flurry of forms, document requests, and scheduling emails right when the relationship is fresh. Consultations moves that work earlier. The AI runs the intake conversation from the first inquiry, collecting the details and documents a new client needs to provide.

By the time you meet, the basics are done. The agent has qualified the lead, gathered the paperwork, and booked the kickoff, and you have a brief that tells you exactly where to start. New clients feel taken care of from the first message, and you skip the onboarding scramble. The agent handles intake and admin; you handle the work itself.

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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

Consultants Agencies Coaches Clinics Law firms

Works with your calendar

Intake only · never advice

Why it works

What your practice gets with client onboarding

Onboarding starts at intake

The details and documents you need are collected from the first conversation, not after the sale.

Paperwork, gathered

The agent requests and stores the files a new client must provide, so nothing is missing at kickoff.

A ready-to-start brief

You begin with a clear picture of the client and what they need, instead of chasing basics.

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.

  • Collect onboarding details from the first inquiry
  • Request and store required client documents
  • Qualify and book the kickoff in one flow
  • Hand the team a prepped client brief
  • Give new clients a polished first impression
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.

Good questions

Questions about client onboarding

Yes. The agent requests and gathers the files a new client needs to provide as part of the intake conversation, so the paperwork is done before your first meeting.
Yes. Every detail is consented to and handled privately, and your client owns and can export their data. Onboarding information belongs to your practice and your client.
Read every intake question

Explore more

More ways teams automate client intake with Consultations

Discovery call automation

Automate the discovery, keep the advice for the real conversation.

Learn more

Client intake software

One AI conversation that qualifies, intakes, books, and briefs.

Learn more

Consultation booking software

Qualify and prep every lead before they ever hit your calendar.

Learn more
See every use case See pricing Back to the platform

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.

See pricing

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