By capability · Online intake forms
Online intake forms that talk back and finish the job
Online intake forms ask the same rigid questions of everyone and lose leads at every field. Consultations turns the form into a conversation. Instead of a wall of inputs, the AI asks what matters, adapts to each answer, and follows up where a static form would simply stop.
Because it is a conversation, more leads finish, and the answers are richer. The agent collects the documents you need, qualifies the lead against your criteria, and books the appointment once everything is in hand. You still set the questions and own the data; the leads just get a far better experience.
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 online intake forms
Adaptive, not rigid
The AI asks follow-ups based on each answer, so you get the detail a fixed form never would.
Higher completion
A conversation feels lighter than a long form, so more leads make it to the end.
Docs and booking included
The same flow collects files and books the appointment, not just captures contact details.
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 static fields with an adaptive conversation
- Capture richer answers with smart follow-ups
- Collect documents and files within the same flow
- Qualify and book without a second tool
- Keep full ownership of every response you collect
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 online intake forms
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