Consultations

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

By capability

Client intake software

One AI conversation that qualifies, intakes, books, and briefs.

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Consultation booking software

Qualify and prep every lead before they ever hit your calendar.

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Appointment scheduling software

Scheduling that talks to the lead, qualifies, and preps the meeting.

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Online intake forms

Replace dead forms with a conversation that actually gets answers.

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AI receptionist

A front desk that greets, qualifies, books, and never misses a lead.

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Lead qualification software

Screen every inquiry against your criteria before it reaches you.

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Automated appointment booking

Hands-off booking that qualifies and preps as it schedules.

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AI appointment scheduling

AI that talks to leads and turns the chat into a booked meeting.

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Client intake form

A client intake form that asks like a person and books like a pro.

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Lead intake software

Capture, qualify, and route every lead the moment it arrives.

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Online booking system

A booking system that screens and preps, not just fills slots.

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Virtual receptionist software

A virtual front desk that greets, qualifies, and books every lead.

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AI phone answering service

Answer every call, run the intake, and book without staffing a line.

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Meeting scheduling software

Schedule meetings that come qualified, prepped, and ready to run.

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Best AI receptionist software

Six AI and live receptionist services compared on published July 2026 prices, metering, and whether they actually qualify.

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AI answering service

Every call answered in seconds, qualified against your criteria, and booked. Flat monthly price, no per-minute meter.

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Client intake management software

One system that captures every inquiry, qualifies it, tracks its status, and hands it off complete.

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AI receptionist pricing

What an AI receptionist actually costs in 2026, what each vendor meters, and where the bill hides once the phone gets busy.

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AI receptionist for small business

Answer every call, qualify the caller, and book the paid appointment without hiring a front desk.

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After hours answering service

Answer the 9pm call, qualify the caller, and book the paid appointment while your competitors run voicemail.

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By profession

Legal intake software

Intake that screens new matters and books the consult, not advice.

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Best legal intake software, compared

Seven legal intake tools compared on real, published pricing.

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AI legal intake software

The AI runs the intake conversation, not just the form.

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Patient intake software

Run patient intake and booking, with care kept to the clinician.

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Law firm intake software

Catch every new client inquiry, screen it, and book the consult.

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Personal injury intake software

Answer every PI lead in seconds, screen the case, and book the consult.

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Immigration intake software

Answer every immigration inquiry fast, capture the case type and deadlines, and book the consult.

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Family law intake software

Answer every divorce and custody inquiry with care, screen for conflicts, and book the consult.

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Estate planning intake software

Answer every wills, trusts, and probate inquiry, capture the family and asset picture, and book the consult.

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Criminal defense intake software

Answer every arrest and charge inquiry the instant it lands, capture the case facts, and book the consult.

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Workers compensation intake software

Answer every work-injury inquiry fast, capture the injury and employer facts, and book the consult.

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Medical malpractice intake software

Screen every med mal inquiry hard, capture the provider and injury facts, and only book the cases that fit.

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Social Security disability intake software

Answer every disability inquiry, screen the claim and appeal stage, and book the consult at scale.

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Mass tort intake software

Qualify thousands of claimant inquiries against the current case criteria, consistently, 24/7.

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AI receptionist for law firms

Every caller and web lead answered in seconds, screened against your criteria, and booked, 24/7.

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Appointment booking software for consultants

Book paid discovery calls with leads already qualified and prepped.

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Coaching scheduling software

Fill your coaching calendar with the right clients, already prepped.

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Agency client intake

Qualify inbound, take the brief, and book the pitch in one flow.

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Employment law intake software

Answer every wrongful termination, discrimination, and wage inquiry, capture the facts and the deadline, and book the consult.

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Small 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.

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Real estate law intake software

Answer every closing, purchase, and property dispute inquiry, capture the deadline and the parties, and book the consult.

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Compare

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.

vs Calendly

Calendly alternative

More than a scheduling link: an AI intake conversation that qualifies, books, and briefs.

vs Acuity Scheduling

Acuity Scheduling alternative

Beyond forms plus booking: an AI conversation that qualifies, collects docs, and briefs.

vs IntakeQ

IntakeQ alternative

Forms and booking become an AI conversation that qualifies and preps you.

vs Lawmatics

Lawmatics alternative

An AI intake conversation that qualifies, collects docs, books, and briefs your firm.

vs Typeform

Typeform alternative

A beautiful form is one way; an AI intake conversation that books and briefs is the front door.

vs Clio Grow

Clio Grow alternative

Intake that runs the conversation, priced on booked consults instead of per lawyer.

vs Smith.ai

Smith.ai alternative

Discovery that is not metered by the question, and a brief instead of a call summary.

vs Intaker

Intaker alternative

A full intake conversation and a prepped brief, not just a chat widget that captures the lead.

vs Lead Docket

Lead Docket alternative

Software that runs the intake conversation, not just tracks the lead your team still has to work.

vs Captorra

Captorra alternative

The AI runs the intake conversation itself, so you do not need a staffed call center to work the scripts.

vs Ruby

Ruby Receptionists alternative

Ruby answers the call and takes a message. Consultations runs the intake, screens the matter, and books the consult.

vs Goodcall

Goodcall alternative

Goodcall answers and routes the call. Consultations runs the intake, qualifies the lead, and books the paid appointment.

vs Rosie

Rosie alternative

Rosie answers and takes a message. Consultations runs the intake, 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.

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AI intake conversation · qualify and prep · booked appointments · you own your data