Consultations
How it works
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Security Pricing Blog

Flat pricing · the demo is free to try

Client intake software pricing: flat plans that book the meeting

One AI conversation runs the initial intake, qualifies the lead against your rules, collects details and documents, books the paid appointment, and hands you a prepped brief. Every plan is paid, in USD, per month. The interactive demo is free to try.

Intake and scheduling, not advice You own and export your data You run the consultation

Solo

Independent consultants, coaches and solo practitioners

$49 /mo

For one professional

  • 1 professional
  • AI intake plus booking in one conversation
  • 1 connected calendar
  • Qualification rules against your criteria
  • A clean prepped brief for every consultation
  • Email and chat intake
Most popular

Practice

Growing practices and small agencies with a team

$129 /mo

Up to 5 professionals

  • Up to 5 professionals
  • Custom qualification rules per service
  • Document collection during intake
  • Branded intake in your voice
  • Calendar integrations
  • Everything in Solo

Firm

Firms and clinics running intake at scale

$299 /mo

Up to 20 professionals

  • Up to 20 professionals
  • Voice plus chat intake
  • Priority support
  • Advanced integrations
  • Everything in Practice

Enterprise

Multi-location groups, security and procurement

Talk to us

Custom seats and security review

  • Custom seats
  • SSO and provisioning
  • Security review
  • Custom data retention
  • Dedicated support

Prices in USD, per month. The interactive demo is free to try. Every plan is paid, with no free plan. Every button opens a quick signup so we can set up your workspace, not a checkout.

On every plan

Intake, qualify, book and brief, on every plan

Whichever plan you pick, the AI runs the discovery conversation, qualifies the lead against your rules, books the paid appointment, and hands you a prepped brief. See the use cases or read how it works.

Conversational intake

The AI runs the initial discovery in plain conversation, asks follow-ups, and adapts to your profession instead of a flat form.

Qualification by your rules

Every lead is scored against the criteria you set. Strong fits move forward, edge cases are flagged for your review, and nothing is auto-rejected.

Details and documents

It collects the details and documents you need up front, so the paid consultation starts with everything in hand.

A prepped brief

You receive a clean, structured brief for every booked consultation, so you walk in ready and the client feels heard.

Intake · qualify · collect documents · book the paid appointment · prepped brief

Why one flat plan

One AI conversation replaces the calendar link, the form, the qualifying and the brief.

Instead of paying for a scheduler, a form tool, and the hours your team spends qualifying leads and writing up notes, Consultations does all of it in one conversation for a flat monthly price. Your data stays yours, you can export it whenever you want, and the licensed professional always runs the actual consultation. Read about how we protect your data.

No tier lock

The same product, whichever tier you pick

Plans differ in volume, seats, and whether voice intake is included. Nothing below is held back for a higher tier.

Your own qualification rules

You write the rules that decide who is a fit, in plain language. The AI screens every inquiry against them and never invents a criterion you did not set.

Documents collected up front

The intake asks for the files the first meeting needs and attaches them to the matter, so the consultation does not start with a document hunt.

Booking on your real calendar

It offers only the slots you actually have open, books the appointment, and sends the reminders. No double-booking, no separate scheduler to pay for.

A written brief before the call

Every booked appointment arrives with a summary of who is coming, what the matter is, and what was collected.

Intake only, never advice

The AI qualifies, collects, and schedules. It does not give legal, medical, or financial advice, and it says so to the person it is talking to.

Your data, exportable

Client data belongs to you. Export it whenever you want, in full, without asking us first.

Billing is monthly and you can cancel from your own settings. Consultations is intake and scheduling software, not a provider of legal, medical, or financial advice.

Pricing questions

Quick answers before you pick a plan

No, and that is on purpose. Solo is $49 a month and you can start today. The interactive demo is free to try so you can see the AI run an intake before you pay, but every plan is paid. Flat pricing keeps the product focused on service businesses running real client intake.
Every paid plan gives you the AI intake agent that runs the discovery conversation, qualifies the lead against your rules, collects details and documents, books the paid appointment, and hands you a prepped brief. Higher plans add more professionals, voice intake, branded intake, document collection and deeper integrations.
No. Consultations handles intake, qualification, scheduling and admin only. The licensed professional runs the actual consultation and gives the advice. The AI preps the lead and the brief so you walk in ready.
Yes. Data is encrypted, consented and held under least-privilege access. You own your data and can export it anytime. See the security page for the details.
Read the full FAQ

Turn every new lead into a prepped, booked consultation.

The AI runs the intake, qualifies the lead, books the paid appointment, and hands you a clean brief. Flat pricing, your data stays yours, and you run the consultation.

USD · Flat plans · The demo is free to try · No free plan