Qualify · Collect · Book · Brief
How client intake automation works, from new lead to booked meeting
A new lead arrives by web form, link, phone or chat. The AI runs the initial discovery conversation in plain language, qualifies the lead against your criteria, collects the details and documents you need, books the paid appointment on your calendar, and hands you a clean prepped brief before you ever talk. One AI conversation replaces the calendar link, the form, the qualification and the brief.
Consultants · agencies · coaches · clinics · law firms
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
You run the actual consultation · the AI handles intake, never advice
The path from a new lead to a booked, prepped meeting
Four steps from a new lead to a booked meeting
No back-and-forth email, no half-filled forms, no scrambling to prep before the call. A new lead arrives and the AI runs the intake with your criteria, while you stay in control of the consultation itself.
Greet and qualify
The moment a lead reaches out, the AI opens a warm, plain-language conversation and runs your initial discovery. It asks the questions you would ask first, listens to the answers, and qualifies the lead against the criteria you set, such as service area, case type, budget, timeline and fit. Every qualification decision comes with the reason behind it, so you can see why a lead was marked a strong fit or a poor one.
What the lead experiences: a friendly, immediate conversation instead of a static form or a voicemail, answered in seconds at any hour.
What you get: only the leads worth your time, each tagged as a fit or not, with the reasons shown.
Collect details and documents
Once a lead qualifies, the AI gathers everything you need to be ready. It asks for the specifics of their situation and requests the documents that matter for your practice, such as an intake form, an ID, a contract, a prior plan or supporting files. Sharing is consented and clearly explained, so the lead knows what is collected and why. The information lands organized, not as a pile of attachments to sort through later.
What the lead experiences: a guided ask for exactly the right details and files, one step at a time, with consent up front.
What you get: a complete intake, with details and documents captured, consented and ready before the meeting.
Book the paid appointment
With the lead qualified and the details in hand, the AI books the paid appointment directly on your calendar. It offers your real availability, confirms the slot, and sends the confirmation so the meeting is set without a single round of scheduling email. Smart reminders follow before the appointment to keep no-shows down, and the booking stays in sync with the calendar your team already uses.
What the lead experiences: a confirmed time on the spot, plus reminders, instead of a chase to find a slot that works.
What you get: a paid, confirmed meeting on your calendar, with reminders that reduce no-shows.
Hand off the brief
Before you sit down with the client, the AI hands you a clean, prepped brief. It summarizes who the lead is, what they need, why they qualified, the details they shared and the documents they provided, all in one place. You review the brief, walk in already up to speed, and spend the meeting on the work that matters instead of basic discovery. You stay in charge of the consultation; the brief just gets you there ready.
What the lead experiences: a first meeting where you already understand their situation, not a repeat of questions they answered.
What you get: a human-reviewed brief that makes you ready before you ever talk.
Prepped brief
Qualified lead, goals and budget captured, intake form and contract attached, paid appointment booked for Thursday 2:00 PM.
You review the brief and run the consultation
You stay in control
The AI handles intake, you run the consultation
The AI greets, qualifies, collects and books, but it never gives advice and never takes the meeting for you. You review the brief and run the actual consultation, mirrored in the live worklog in the demo above.
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1
The AI greets and qualifies
It runs the discovery conversation and checks the lead against your criteria, so you decide who is worth a meeting.
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2
It collects details and docs
The specifics and the files you need are gathered with consent, clearly explained to the lead.
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3
It books the paid appointment
A confirmed, paid slot lands on your calendar with reminders, no scheduling email required.
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You review the prepped brief
Nothing replaces your judgment. You read the brief, then run the consultation yourself.
How we keep it honest
Intake and scheduling only, your data, no false promises
Client intake should be fast and fair. Here is what the AI does, what stays yours, and the line it never crosses.
Intake, not advice
The AI handles intake, qualification, scheduling and admin only. It does not give regulated legal, medical or financial advice. That is your job. The licensed professional advises the client; the AI simply gets the right, qualified lead booked and prepped so the meeting can start on the real work.
Consented, private, and yours
Everything a lead shares is collected with clear consent and kept private. The intake data and documents belong to you, and you can export them whenever you want. No selling of personal data, no lock-in on the clients you worked to earn. Read more on our security page.
A human-reviewed brief
The AI never runs the consultation for you. It prepares the brief, and you review it before the meeting. You decide whether a lead moves forward, and you lead the conversation. The brief makes you ready; it does not replace your judgment or your relationship with the client.
Clear qualification reasons
Every lead is qualified against the criteria you define, and each decision shows the reason behind it. You see why a lead was marked a strong fit or set aside, so the shortlist is something you can trust and adjust. Consultations gives you a faster intake; it does not promise a set number of clients or a specific amount of revenue.
Where it fits
See it in action for your practice
The same intake-to-brief flow adapts to consultants, agencies, coaches, clinics and law firms. Explore the details, the use cases and the plans.
Client intake software
Replace the form and the back-and-forth with one AI intake conversation that qualifies and preps.
See the use caseDiscovery call automation
Let the AI run the first discovery conversation so your paid calls start already prepped.
See the use caseAI receptionist
Answer every new lead instantly by chat or phone, qualify them, and book the appointment.
See the use caseBuilt for your profession
See how consultants, agencies, coaches, clinics and law firms use Consultations.
Browse use casesPricing
Simple plans for solo pros up to firms. Pick the plan that fits your intake volume.
See pricingSecurity and trust
Encryption, consented collection, intake-not-advice, and data you own and can export.
See securitySetup and control
You approve the behaviour before anyone talks to it
Nothing goes live on your front door until you have watched it run and signed off on what it says.
1. Describe your practice
You tell it what you do, what you take on, and what you refuse. Plain sentences, not a rules engine. This is what the intake screens against.
2. Name the must-haves
You list the facts and documents a first meeting cannot start without. The AI will not book until it has them or has flagged why it could not get them.
3. Test it against yourself
Run practice intakes and read the transcripts. Rewrite anything that asks the wrong question or sounds wrong for your practice, then run it again.
4. Connect the calendar and go live
Point it at your real availability, put it on your site or inbox, and it starts answering. You can pause it at any time from settings.
Where a human stays in the loop
- Anything that fails your rules is flagged for your review. The AI does not turn people away on its own.
- Every transcript and every brief is readable in full, so you can check what was asked and what was answered.
- You can correct the rules at any point, and the change applies to the next conversation, not retroactively to booked matters.
Consultations handles intake, qualification, and scheduling. It is not a substitute for a licensed professional and nothing it produces is legal, medical, or financial advice.
Qualify the lead, collect the details, book the meeting, prep the brief.
The AI intake agent greets every new lead, qualifies them against your criteria, collects the details and documents, books the paid appointment, and hands you a clean brief before you ever talk. You run the consultation.
Greet and qualify · collect details and docs · book the paid appointment · hand off the brief · intake, not advice