By capability · Consultation booking
Consultation booking software that books prepped, qualified meetings
A calendar link books anyone, including the leads who waste your time. Consultation booking software should do more than hold an open slot. Consultations runs an AI discovery conversation first, so by the time a meeting lands on your calendar, the lead is qualified and the details are in hand.
The agent talks with each lead, screens them against your criteria, collects the documents a real consultation needs, and only then books the paid appointment. You show up to a meeting that is worth having, with a brief already waiting. The AI handles the intake and scheduling; you handle the advice.
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 consultation booking
Booked when it makes sense
The AI qualifies first, so meetings land only when a lead fits what you do and is ready to pay.
Paid appointments handled
The agent books the paid consultation onto your calendar without the back-and-forth of email tag.
Prepped, not cold
You get a brief with the lead's situation and documents before the meeting starts.
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.
- Screen leads before any time goes on the calendar
- Book paid consultations without manual back-and-forth
- Collect intake documents as part of booking
- Cut no-shows with qualified, committed bookings
- Walk into each consultation already prepped
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 consultation booking
Explore more
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One AI conversation that qualifies, intakes, books, and briefs.
Learn moreAppointment scheduling software
Scheduling that talks to the lead, qualifies, and preps the meeting.
Learn moreAI receptionist
A front desk that greets, qualifies, books, and never misses a lead.
Learn moreFrom the blog
Go deeper on consultation booking
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