By workflow · New client intake process
New client intake process that runs itself from first hello
A good new client intake process turns a stranger into a prepared, qualified client without anyone on your team chasing details. The trouble is that most intake processes are stitched from a form, a calendar, and a string of follow-up emails, and leads fall out at every gap. Consultations is the whole process in one place.
From the first hello, the AI greets the lead, runs the discovery conversation, qualifies them against your criteria, collects the documents you need, and books the meeting, then hands you a clean brief. Every step that used to be manual happens automatically and consistently. The agent runs the intake process; you run the consultation and give the advice.
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 new client intake process
One connected flow
Greet, qualify, collect, and book happen in a single process instead of three disconnected tools.
Consistent every time
Every lead goes through the same steps, so nothing is forgotten and no one falls through a gap.
Ends in a brief
The process finishes with a prepped summary, so the handoff to you is clean.
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.
- Replace a patchwork process with one flow
- Greet and qualify every lead automatically
- Collect documents and details consistently
- Book the meeting as the final intake step
- Finish with a prepped brief for the pro
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 new client intake process
Explore more
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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 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