Spend your consultations on the right clients.

A smart intake form asks the right questions first, sorts good-fit inquiries from the rest, and sends each one the right next step automatically.

Client Intake Qualification: $697 setup + $97/month.

Who it’s for

• Law firms and solo attorneys
• Accountants and tax professionals
• Consultants, coaches and agencies
• Any business that sells by consultation

The problem

Too many consultation hours go to people who aren't a fit: wrong practice area, wrong location, wrong budget. Screening by phone takes staff time.

What’s included

• A smart intake form with questions that change based on answers
• Automatic sorting into good fit, maybe and not a fit, by your rules
• Good-fit inquiries get your booking link right away
• Others get a polite reply, with a referral resource if you choose
• A summary of each inquiry sent to you before the call
• Secure handling of what clients share

You own every account and login. Security basics come standard.

How it works

1. Book a free consultation. We write down who's a good fit and your screening questions.
2. We build the form and the next-step replies, and test every path.
3. It goes live. You walk into each consultation already knowing the basics.

Setup time

Typically live 5 to 7 business days after kickoff.

Pricing

$697 setup + $97/month. One-time setup, then a flat monthly fee. Your exact price is confirmed in writing before we start.

The monthly fee covers the software, the business texting number where one is needed, normal message volume, carrier texting registration, monitoring and fixes when a connected app changes. Month to month after setup.

Frequently asked questions

Can it handle conflict checks?

It collects the names and details you need for a conflict check and can hold the booking until you clear it.

Will people find the form too long?

We keep it short and only ask follow-up questions when they matter.

Will I own everything?

Yes. Your messages, your customer list, your booking link and your logins are yours. If you ever cancel, we help you move your number and templates to a tool you choose.

Related automations

• Consultation Booking System: $697 setup + $97/month
• Case Status Update Automation: $997 setup + $149/month
• Instant Lead Response & Follow-Up: $697 setup + $97/month

Ready to stop losing customers to busywork?

Book a free 30-minute consultation. You’ll leave with a clear next step and a fixed price.