Features
Client intake software features that qualify, book, and brief
Consultations runs your whole intake in one AI conversation. It greets each new lead by chat or voice, qualifies them against your rules, collects the details and documents you need with consent, books the paid appointment on your calendar, and hands you a clean prepped brief before you ever talk. You own and export your data, and the AI handles intake, not advice.
Conversational discovery · qualification · booking · 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
Intake, not advice
You own and can export your data
What Consultations does
Everything you need to turn a lead into a prepped meeting
Not a calendar link bolted onto a form, and not a chatbot that just collects an email. One AI conversation that qualifies the lead, gathers the details and documents, books the paid appointment, and hands you the brief.
Conversational AI discovery
The AI runs your initial discovery in plain language, by chat, and by voice on the Firm plan. A new lead has a real conversation instead of staring at a form, and the AI listens, follows up, and gathers what matters, all in seconds, day or night.
Custom qualification rules
Set the criteria that define a good fit, such as service area, case type, budget and timeline. The AI qualifies every lead against your rules and shows the reason behind each decision, so only the leads worth your time reach your calendar.
Document collection with consent
The AI requests the files you need for each engagement, such as an intake form, an ID, a contract or supporting documents. Collection is consented and clearly explained, and everything lands organized rather than scattered across your inbox.
Calendar booking and confirmations
Once a lead qualifies, the AI books the paid appointment on your real availability and sends the confirmation. No scheduling email, no double-bookings, and the meeting stays in sync with the calendar your team already runs.
The prepped brief hand-off
Before you meet, the AI hands you a clean brief: who the lead is, what they need, why they qualified, the details they shared and the documents they provided. You walk in already up to speed and spend the meeting on the real work.
No-show-reducing reminders
Smart reminders go out before every appointment by the channel your clients use, keeping booked meetings booked. Fewer no-shows means more of the paid consultations you scheduled actually happen.
Fits your practice
Tuned to your profession, your stack, your data
The same intake-to-brief flow adapts to how your business actually works, and slots in next to the tools you already run.
Profession-specific intake
Pre-built intake flows for consultants, marketing agencies, business coaches, therapy and health clinics, and law firms. The questions, qualifying criteria and documents match what your profession actually needs to start an engagement.
Works alongside your CRM and calendar
Consultations sits next to the tools you already use. Qualified leads, booked appointments and intake details stay connected to your CRM and calendar, so your team works from one picture instead of a tool off to the side.
You own and export your data
Every lead, brief and document is yours. It is collected with consent, kept private, and exportable whenever you want. No selling of personal data, and no lock-in on the clients you worked to earn.
Intake, not advice
Built so the AI handles intake and you stay the expert
The features that matter most are the ones that keep the line clear: the AI qualifies, collects and books, while the licensed professional advises and runs the consultation.
- Intake, qualification and scheduling only. The AI never gives regulated legal, medical or financial advice. The licensed professional does that.
- Consented, private, and yours. Everything a lead shares is collected with clear consent, kept private, and exportable on demand.
- You review the brief and run the meeting. The AI preps; you decide who moves forward and lead the consultation yourself.
- Qualification reasons, no false promises. Each decision shows its reasoning. Consultations speeds up intake; it does not promise a set number of clients.
Qualified lead
Fit 94Founder seeking a 3-month growth retainer, budget and timeline confirmed, in your service area.
Why: matches your case type, budget above minimum, ready to start this month.
Built for service businesses
Run intake to brief from one place
Because discovery, qualification, document collection, booking and the brief all live together, your practice works from one clean flow instead of stitching tools together.
How it works
From a new lead to a qualified, booked and prepped meeting in four steps.
See the flowBuilt for your practice
See how consultants, agencies, coaches, clinics and law firms use Consultations.
Browse use casesSecurity and trust
Encryption, consented collection, intake-not-advice, and data you own and can export.
See securityInput and output
What comes in, and what lands on your calendar
An illustration of the format, not a real client. Every field below is filled from the intake conversation itself.
An inquiry, in the person's own words
Somebody lands on your site at eleven at night and writes a paragraph about their situation. It is vague in the places that matter, it leaves out the dates you need, and it does not say whether they are inside the scope you actually take on.
The AI asks the follow-ups you would have asked: what happened and when, who else is involved, what has already been tried, what the deadline is, and which documents exist. It requests those files in the same conversation.
A booked appointment with a brief attached
- Summary of the matter in a few lines, written from what the person actually said.
- The qualification result, with the rule each answer was measured against.
- Timeline of dates and deadlines mentioned during the intake.
- Documents received, named and attached to the matter.
- Open questions the AI could not resolve, left for you rather than guessed at.
- The appointment itself, on your calendar, paid if you charge for consultations.
The brief describes the inquiry. It does not assess the merits and it is not legal, medical, or financial advice. Try the interactive demo above to watch a brief fill itself in real time.
Give your practice one place to qualify, book, and brief.
Conversational AI discovery, custom qualification rules, consented document collection, calendar booking with reminders, and a prepped brief hand-off. You own and export your data, and the AI handles intake, not advice.
Conversational discovery · qualification · consented documents · booking and reminders · prepped brief