By capability · Meeting scheduling
Meeting scheduling software that preps the meeting for you
Scheduling a meeting is easy; scheduling a meeting that is actually worth having is the hard part. Most meeting scheduling software finds a time and stops there. Consultations finds the time and does the prep. The AI runs an intake conversation, qualifies the lead, and gathers the context the meeting needs.
Then it books the meeting on your calendar and hands you a brief, so you walk in knowing who you are talking to and why. No more meetings that turn out to be a waste, and no more scrambling for background beforehand. The agent handles the scheduling and intake; you lead the meeting itself.
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 meeting scheduling
Prepped, not just booked
Every meeting comes with the context and documents you need to make it count.
Worth-it meetings
Qualification before scheduling means your calendar holds meetings that matter.
On your calendar
Confirmed meetings sync to the schedule you already keep, with no double-entry.
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.
- Schedule meetings through an intake conversation
- Qualify the lead before booking the time
- Collect documents and context upfront
- Sync confirmed meetings to your calendar
- Start every meeting with a prepped brief
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 meeting scheduling
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