By capability · Lead intake software
Lead intake software that handles every inquiry instantly
Leads arrive from everywhere, your site, a link, a chat widget, and the slow ones go cold while you are busy. Lead intake software should catch every one and act on it immediately. Consultations does. The AI greets each lead the moment it arrives, runs the intake conversation, and starts qualifying right away.
It collects the details and documents you need, books the appointment when the lead fits, and hands you a prepped brief. Nothing waits in an unread inbox, and nothing falls through the cracks. The agent handles capture, qualification, and scheduling on every channel; your time goes to the leads worth meeting.
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 lead intake software
Instant response
Every lead is greeted and handled the moment it arrives, before it has a chance to go cold.
Every channel covered
Forms, links, and chat all feed into one intake flow, so no source is left unmanaged.
Capture to calendar
The same flow qualifies, collects documents, and books, so a lead becomes a meeting.
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.
- Respond to every lead the instant it arrives
- Unify forms, links, and chat into one flow
- Qualify and route leads automatically
- Collect documents and details upfront
- Book and prep the leads that fit
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 lead intake software
Explore more
More ways teams automate client intake with Consultations
Client intake software
One AI conversation that qualifies, intakes, books, and briefs.
Learn moreConsultation booking software
Qualify and prep every lead before they ever hit your calendar.
Learn moreAppointment scheduling software
Scheduling that talks to the lead, qualifies, and preps the meeting.
Learn moreRun 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