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Everything you ask before you start

Client intake automation FAQ

What the AI does and does not do, how the intake conversation feels, how it qualifies and books leads, how we keep your clients data safe, and what it costs. The questions consultants, agencies, coaches, clinics and law firms ask most, with straight answers.

Intake and scheduling, not advice You own and export your data You run the consultation

Frequently asked questions

Client intake automation, answered

What it does, and does not, do

Scope and guardrails

No. Consultations handles intake, qualification, scheduling and admin only. The licensed professional runs the actual consultation and gives the advice. The AI prepares the lead and a clean brief so you walk in ready, but it never replaces the expert in the room.
No. The AI qualifies every lead against the rules you set, such as service fit, location, budget or matter type. Strong fits move forward to booking, edge cases are flagged as needs-review for you to decide, and it never auto-rejects anyone. You stay in control of who gets on your calendar.
No. Consultations gives you a faster, smarter intake that qualifies leads and books the ones that fit, but it does not promise a specific number of bookings or amount of revenue. Results depend on your traffic, your offer and your criteria. We are honest about that.

How the conversation works

The intake experience

No. It runs a real conversation, asks natural follow-ups, and adapts to your profession, whether you are a consultant, a coach, a clinic or a law firm. Leads answer in plain language instead of staring at a long form, which is why more of them finish.
Chat and email intake are available on every plan, so leads can start the conversation right from your site or an inbox. Voice intake, where the AI runs the discovery on a call, is included on the Firm plan and above. Either way the lead is qualified and the brief is prepared the same way.
Yes. You define the questions the AI asks and the rules it qualifies against, per service. On Practice and above you can set custom qualification rules per service and brand the intake in your own voice, so it feels like an extension of your practice.
Most professionals are live the same day. You connect a calendar, pick the questions and qualification rules for your services, and the AI is ready to run intake. The interactive demo lets you watch the whole flow before you commit.

Tools, data and pricing

Switching, security and cost

No. Consultations replaces the calendar link, the form, the qualification step and the manual brief with one conversation. The AI collects the answers, qualifies the lead, and books the paid appointment directly, so you can retire the stack of separate tools. See the use cases for how that looks in your field.
The AI books the paid appointment as part of the conversation, confirms it, and sends reminders, which reduces no-shows. Because the lead is already qualified and the brief is ready before the meeting, the consultations that do happen are far more productive.
Yes. Data is encrypted in transit and at rest, every intake is consented, and access follows least-privilege principles. You own your data and can export it anytime, and we do not sell it or use it to train shared models. The security page covers the details.
No. Consultations is a focused product for service businesses, so it is paid. Solo is $49 a month and you can start today. The interactive demo is free to try, so you can watch the AI run a full intake before you pick a plan on the pricing page.

Still deciding

See how it works, then price it

Walk through how the AI runs intake and books the consultation, see the use cases for your field, or check the flat pricing. There is no free plan, but the interactive demo is free to try.

How it works

See the AI run the discovery conversation, qualify the lead, book the paid appointment, and hand you a prepped brief.

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Use cases

See how intake automation works for consultants, agencies, coaches, clinics and law firms.

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Get started

Set up your questions and rules and let the AI run intake, qualify leads and book the paid consultation. Solo from $49 a month on the pricing page.

Run the intake. Qualify the lead. Book the consultation.

One AI conversation handles the discovery, the qualification, the documents and the booking, then hands you a clean brief. Your data stays yours, and you run the actual consultation. Read about how we keep it safe.

See pricing

Intake · qualify · collect documents · book the paid appointment · prepped brief