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Contact the Consultations team
Want to see AI client intake on your own practice, talk through pricing, run a security review, or scope an enterprise rollout? Email us about your practice and what you want to automate at [email protected] and we will get back to you. We usually reply within one business day. Prefer to just see it in action? Try the live intake demo on the homepage.
A real person on our team replies within one business day.
[email protected]Ready to automate your client intake?
AI client intake that runs the discovery conversation, qualifies the lead, collects details and documents, books the paid appointment, and hands you a prepped brief. Intake and scheduling only, never regulated advice, and you own your client data.