Use cases
Client intake automation for every kind of practice
From qualifying a new lead to booking the paid appointment with a prepped brief in hand, Consultations runs the whole intake conversation in one place. See the many ways consultants, agencies, coaches, clinics, and law firms put it to work, and how it compares to the tools you already know.
Consultants · agencies · coaches · clinics · law firms
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 moreAnswering service pricing
What answering services actually charge per month, read off their own published rate cards, and the billing rules that decide your real bill.
Learn moreAppointment scheduling software
Scheduling that talks to the lead, qualifies, and preps the meeting.
Learn moreOnline intake forms
Replace dead forms with a guided conversation that qualifies, collects the documents, and books the meeting.
Learn moreLegal intake software pricing
What legal intake software actually costs, using only the numbers vendors publish themselves.
Learn moreLegal CRM software
What a legal CRM actually is, how it differs from practice management, and what each vendor publishes.
Learn moreConflict check software
Which platforms include a conflict search, which tier turns it on, and why the search is only as good as your intake.
Learn moreMyCase pricing
What MyCase charges per user in 2026, which tier turns client intake on, and why the figures most articles republish are a price card old.
Learn moreSmith.ai pricing
Every published Smith.ai rate, read from Smith.ai own pricing page, plus the arithmetic on what a real legal intake call actually costs once the add ons are counted.
Learn moreRuby receptionist pricing
Every published Ruby rate, read from the Ruby plans and pricing page, plus the per minute arithmetic and the one number Ruby does not publish.
Learn moreLead Docket pricing
What Filevine actually publishes for Lead Docket, what the quote depends on, and the one personal injury intake platform in this market that still prints a price.
Learn moreLawmatics pricing
What Lawmatics publishes about cost, the three limits that actually drive your quote, and why four review directories give four different numbers.
Learn moreCasePeer pricing
What CasePeer charges per user, which tier actually unlocks client intake, and the line items that stay an add-on even on the top plan.
Learn moreJotform pricing
What Jotform charges a month, what each plan actually caps, why the two year prepay saves nothing, and which tier you need before a BAA is on the table.
Learn moreSpeed to lead software for law firms
What every route to a sub five minute lead response actually costs a law firm each month, priced from published rates, including the one nobody can afford.
Learn moreClio pricing
What Clio actually publishes in 2026, which plan turns intake on, and why every plan name you have read about is out of date.
Learn moreLegal software pricing
What US legal software actually costs per user in 2026, which vendors still publish a figure, and which two stopped this month.
Learn moreSmokeball pricing
What Smokeball costs in 2026, what its four plans include, and why the published figure disappeared in six days.
Learn moreAnswering service for small business
Six live rate cards read on the same day, and the arithmetic the starting prices hide.
Learn moreAI receptionist
A front desk that greets, qualifies, books, and never misses a lead.
Learn moreLead qualification software
Screen every inquiry against your criteria before it reaches you.
Learn moreClient intake form
A client intake form that asks like a person and books like a pro.
Learn moreLead intake software
Capture, qualify, and route every lead the moment it arrives.
Learn moreVirtual receptionist software
A virtual front desk that greets, qualifies, and books every lead.
Learn moreAI phone answering service
Answer every call, run the intake, and book without staffing a line.
Learn moreBest AI receptionist software
Six AI and live receptionist services compared on published July 2026 prices, metering, and whether they actually qualify.
Learn moreAI answering service
Every call answered in seconds, qualified against your criteria, and booked. Flat monthly price, no per-minute meter.
Learn moreClient intake management software
One system that captures every inquiry, qualifies it, tracks its status, and hands it off complete.
Learn moreAI receptionist pricing
What an AI receptionist actually costs in 2026, what each vendor meters, and where the bill hides once the phone gets busy.
Learn moreAI receptionist for small business
Answer every call, qualify the caller, and book the paid appointment without hiring a front desk.
Learn moreAfter hours answering service
Answer the 9pm call, qualify the caller, and book the paid appointment while your competitors run voicemail.
Learn moreSubmission intake automation software
What every submission intake automation platform charges, which ones publish a rate at all, and the metering unit that decides your real bill.
Learn moreLegal intake outsourcing cost
What outsourced legal intake actually costs per hour, per minute and per call, read from the vendor pages, and how many hours of the month each option covers.
Learn moreDiscovery call automation
Automate the discovery, keep the advice for the real conversation.
Learn moreClient onboarding software
Onboarding that starts at the first inquiry, not after the contract is signed.
Learn moreAutomated lead qualification
Screen every inbound inquiry against your own criteria, at every hour, before anything reaches your calendar.
Learn moreNew client intake process
The seven stages of a new client intake process, where each one leaks, and how to close the gaps.
Learn moreLegal intake software
Intake that screens new matters and books the consult, not advice.
Learn moreBest legal intake software, compared
Seven legal intake tools compared on real, published pricing.
Learn moreAI legal intake software
The AI runs the intake conversation, not just the form.
Learn morePatient intake software
Run patient intake and booking before the visit, with every clinical judgment kept to the clinician.
Learn moreLaw firm intake software
Catch every new client inquiry, screen it, and book the consult.
Learn morePersonal injury intake software
Answer every PI lead in seconds, screen the case, and book the consult.
Learn moreImmigration intake software
Answer every immigration inquiry fast, capture the case type and deadlines, and book the consult.
Learn moreFamily law intake software
Answer every divorce and custody inquiry with care, screen for conflicts, and book the consult.
Learn moreEstate planning intake software
Answer every wills, trusts, and probate inquiry, capture the family and asset picture, and book the consult.
Learn moreCriminal defense intake software
Answer every arrest and charge inquiry the instant it lands, capture the case facts, and book the consult.
Learn moreWorkers compensation intake software
Answer every work-injury inquiry fast, capture the injury and employer facts, and book the consult.
Learn moreMedical malpractice intake software
Screen every med mal inquiry hard, capture the provider and injury facts, and only book the cases that fit.
Learn moreSocial Security disability intake software
Answer every disability inquiry, screen the claim and appeal stage, and book the consult at scale.
Learn moreMass tort intake software
Qualify thousands of claimant inquiries against the current case criteria, consistently, 24/7.
Learn moreAI receptionist for law firms
Every caller and web lead answered in seconds, screened against your criteria, and booked, 24/7.
Learn moreAppointment booking software for consultants
Book paid discovery calls with leads already qualified and prepped.
Learn moreAgency client intake
Qualify inbound, take the brief, and book the pitch in one conversation.
Learn moreEmployment law intake software
Answer every wrongful termination, discrimination, and wage inquiry, capture the facts and the deadline, and book the consult.
Learn moreSmall law firm intake software
Answer every lead 24/7 without hiring an intake person, on a flat price that does not grow with your firm.
Learn moreReal estate law intake software
Answer every closing, purchase, and property dispute inquiry, capture the deadline and the parties, and book the consult.
Learn moreAI receptionist for medical offices
Answer every patient call, take the intake details, and book without adding front desk staff.
Learn moreAI receptionist for dental offices
Answer every new patient call, capture the insurance details, and book the exam without adding front desk staff.
Learn moreReal estate answering service
Answer every listing call, qualify the buyer or seller against your criteria, and book the showing while you are still at the last one.
Learn moreProperty management answering service
Answer every tenant call, sort the real emergency from the dripping faucet, dispatch the on-call vendor, and keep leasing inquiries out of the maintenance queue.
Learn moreLegal answering service
Answer every new case inquiry, screen it against your criteria, and book the consultation before the caller phones the next firm.
Learn moreBilingual answering service
Answer every caller in English or Spanish, screen the matter against your criteria, and book the consultation before they call the next firm.
Learn moreCompare
See how Consultations compares
Weighing Consultations against a scheduling link or intake form tool? Here is an honest, side by side look at where each one fits.
Calendly alternative
More than a scheduling link: an AI intake conversation that qualifies, books, and briefs.
vs Acuity SchedulingAcuity Scheduling alternative
Beyond forms plus booking: an AI conversation that qualifies, collects docs, and briefs.
vs IntakeQIntakeQ alternative
Forms and booking become an AI conversation that qualifies and preps you.
vs LawmaticsLawmatics alternative
An AI intake conversation that qualifies, collects docs, books, and briefs your firm.
vs TypeformTypeform alternative
A beautiful form is one way; an AI intake conversation that books and briefs is the front door.
vs Clio GrowClio Grow alternative
Intake that runs the conversation, priced on booked consults instead of per lawyer.
vs Smith.aiSmith.ai alternative
Discovery that is not metered by the question, and a brief instead of a call summary.
vs IntakerIntaker alternative
A full intake conversation and a prepped brief, not just a chat widget that captures the lead.
vs Lead DocketLead Docket alternative
Software that runs the intake conversation, not just tracks the lead your team still has to work.
vs CaptorraCaptorra alternative
The AI runs the intake conversation itself, so you do not need a staffed call center to work the scripts.
vs RubyRuby Receptionists alternative
Ruby answers the call and takes a message. Consultations runs the intake, screens the matter, and books the consult.
vs GoodcallGoodcall alternative
Goodcall answers and routes the call. Consultations runs the intake, qualifies the lead, and books the paid appointment.
vs RosieRosie alternative
Rosie answers and takes a message. Consultations runs the intake, qualifies the lead, and books the paid appointment.
vs JotformJotform alternative
Jotform builds the form and counts the submissions. Consultations runs the intake conversation, qualifies the lead, and books the paid appointment.
vs FormstackFormstack alternative
Formstack builds the form and meters submissions per form. Consultations runs the intake conversation, qualifies the lead and books the paid appointment.
Automate intake, whatever your practice needs.
Let the AI run the discovery conversation, qualify the lead, collect details and documents, book the paid appointment, and hand you a prepped brief. Intake and scheduling only, never regulated advice, and you own your client data.
AI intake conversation · qualify and prep · booked appointments · you own your data