Consultations
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Security Pricing Blog

Encrypted · consent-based · you own your data

Security, privacy, and the intake-not-advice guardrail

Consultations runs the intake conversation, qualifies the lead, collects details and documents, and books the appointment, so it holds sensitive client information. That trust cannot be an afterthought. The AI handles intake and scheduling and never gives regulated advice, every detail is collected with consent, data is encrypted in transit and at rest, and you own and can export your data at any time.

Your clients, your data, the licensed pro in control

Intake, not advice Collected with consent Encryption in transit and at rest You own your data

The intake-not-advice guardrail

The AI runs intake. The licensed pro always advises.

Consultations is built to handle the front desk, not the consultation. It qualifies, schedules, and preps a brief. It never crosses into regulated legal, medical, or financial advice.

  • The AI handles intake, qualification, scheduling, and admin only. It gathers facts and books the appointment.
  • It never gives regulated legal, medical, or financial advice. The advice always comes from your licensed professional, in the real consultation.
  • Qualification is transparent. The reasons a lead is routed or flagged are shown plainly, and the AI never auto-rejects anyone.
  • You review the prepped brief before every meeting, and a person on your team stays in control of who you see.
WHO DOES WHAT Clear boundary

Consultations does

Runs the intake conversation, qualifies the lead, collects details and documents, books the paid appointment, and hands you a prepped brief.

AI Intake and admin · never regulated advice

The licensed pro does

Reviews the brief, gives the actual legal, medical, or financial advice, and owns the client relationship and the data.

You own and can export your data

Your clients, your data, your control

How your data is protected

Client data runs intake for your practice, and nothing else

We never sell or train on your data

Client details are used for one purpose, to run intake and scheduling for your practice. We never sell them, we never use them to train external AI models, and they are never shared with other customers. Your data stays yours.

Encryption and least-privilege access

Data is encrypted in transit and at rest. Access is role-based and least-privilege, so each person and system can reach only what is needed to do the job, and nothing more.

Consent and ownership by design

Every detail is collected with the client\'s consent during the conversation. You own the data outright, and you can export it or delete it whenever you choose. These commitments are built into how Consultations works, not bolted on afterward.

Our commitments

What we hold ourselves to

These are the standards we design and operate Consultations to. We write them honestly, in plain terms your practice, security, and IT reviewers can check.

Intake and scheduling, not advice

The AI handles intake, qualification, and booking only. It never gives regulated legal, medical, or financial advice, and your licensed professional always advises.

Encrypted in transit and at rest

We follow strong encryption practices so client details and documents are protected both as they move and where they are stored.

Least-privilege, role-based access

Access is scoped to what each person and system needs. We commit to limiting and controlling access to your client data.

Consent, ownership, and export

Every detail is collected with the client's consent. You own your data, can export it, and can delete it. We build to support your compliance obligations rather than claim certifications we have not earned.

We describe our security posture honestly. We follow least-privilege and encryption best practices and build to support your compliance obligations. Want the specifics for your own review? See how it works or read the FAQ.

Security questions

The questions service pros ask first

No. Consultations handles intake, qualification, scheduling, and admin only. It never gives regulated legal, medical, or financial advice. The licensed professional always advises. The AI gathers the facts and books the appointment so you walk in prepared, and the real consultation stays between the client and the pro.
No. Client details are used only to run intake and scheduling for your practice. We never sell your data, and we never use it to train external AI models. Your data stays yours, and you can export or delete it at any time.
Every detail is collected with the client's consent during the conversation. The AI asks, the client answers, and the reasons it qualifies or routes a lead are shown plainly. Nothing is gathered in the background, and the brief is yours to review before you meet.
No. Consultations qualifies and prepares a brief, but it never auto-rejects anyone. You see the qualification reasons, you review the brief, and you decide who to meet. A person on your team stays in control of every booking.
Read the full FAQ Review our Terms

Automate intake on a foundation you trust.

Intake and scheduling, never regulated advice. Details collected with consent, encryption in transit and at rest, least-privilege access, and a clear promise. We never sell or train external models on your data, and you own and can export it at any time.

See pricing

Intake, not advice · collected with consent · encryption in transit and at rest · you own your data