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Consultations
consultations.ai
What it is
Consultations is a web-based AI client-intake service for consultants, agencies, coaches, clinics, and law firms. It conducts chat intake, qualifies leads against criteria set by the business, collects details, books qualified leads on a business calendar, and prepares a brief. Edge cases are flagged for human review rather than rejected automatically. Practice and higher plans add consented document collection, while Firm adds voice intake; chat intake is described across plans. Booking includes appointment confirmations and reminders. Calendar integrations are listed on Practice, with advanced integrations on Firm. The company says data is encrypted in transit and at rest, protected by role-based least-privilege access, and not sold or used to train external AI models. Customers can export or delete data. The AI handles intake, qualification, scheduling, and administration; licensed professionals provide advice. Pricing starts at $49/mo, with no free plan, and plans are billed annually as listed.
Spec sheet
- Product
- Consultations runs an AI client-intake conversation that qualifies leads, collects details and documents, books appointments, and prepares a brief.Read 7 Oct 2026 · consultations.ai
- Audience
- The site identifies consultants, agencies, coaches, clinics, and law firms as audiences for the product.Read 7 Oct 2026 · consultations.ai
- Integrations
- The pricing page lists calendar integrations on Practice and advanced integrations on Firm, without naming specific services.Read 7 Oct 2026 · consultations.ai
- Support
- The contact page says the team usually replies by email within one business day.Read 7 Oct 2026 · consultations.ai
- Advice boundary
- The AI handles intake, qualification, scheduling, and administration; the licensed professional gives legal, medical, or financial advice.Read 7 Oct 2026 · consultations.ai
- Booking
- Qualified leads can be booked on the business’s calendar, with appointment confirmations and reminders.Read 7 Oct 2026 · consultations.ai
- Certifications
- The company says it builds to support customers’ compliance obligations and does not claim certifications it has not earned.Read 7 Oct 2026 · consultations.ai
- Data security
- The company says client data is encrypted in transit and at rest and access is role-based with least privilege.Read 7 Oct 2026 · consultations.ai
- Data use
- The company says it does not sell client details or use them to train external AI models, and customers can export or delete their data.Read 7 Oct 2026 · consultations.ai
- Document collection
- The Practice plan and above include consented collection of documents during intake.Read 7 Oct 2026 · consultations.ai
- Qualification
- The AI scores leads against criteria the business sets and flags edge cases for human review rather than auto-rejecting them.Read 7 Oct 2026 · consultations.ai
- Voice intake
- Voice intake is included on the Firm plan, while the feature page describes chat intake across plans.Read 7 Oct 2026 · consultations.ai
Plans and prices
Solo $49 a month Billed monthly · For one professional 1 professional · AI intake plus booking · 1 connected calendar · Email and chat intake Read 7 Oct 2026 · consultations.ai
Practice $129 a month Billed monthly · Up to 5 professionals Up to 5 professionals · Custom qualification rules per service · Document collection · Branded intake · Calendar integrations Read 7 Oct 2026 · consultations.ai
Solo $288 a year $288 billed once a year 1 professional · AI intake plus booking · 1 connected calendar · Email and chat intake Read 7 Oct 2026 · consultations.ai
Firm $299 a month Billed monthly · Up to 20 professionals Up to 20 professionals · Voice plus chat intake · Priority support · Advanced integrations Read 7 Oct 2026 · consultations.ai
Enterprise $498 a month Billed monthly · Up to 50 professionals Up to 50 professionals · SSO and provisioning · Security review · Custom data retention · Dedicated support Read 7 Oct 2026 · consultations.ai
Practice $768 a year $768 billed once a year Up to 5 professionals · Custom qualification rules per service · Document collection · Branded intake · Calendar integrations Read 7 Oct 2026 · consultations.ai
Firm $1,788 a year $1,788 billed once a year Up to 20 professionals · Voice plus chat intake · Priority support · Advanced integrations Read 7 Oct 2026 · consultations.ai
Enterprise $2,988 a year $2,988 billed once a year Up to 50 professionals · SSO and provisioning · Security review · Custom data retention · Dedicated support Read 7 Oct 2026 · consultations.ai
Strong points and limits
Strong points
- Qualifies leads using business-set criteria
- Flags edge cases for human review
- Books appointments with confirmations and reminders
- Practice plan includes document collection
- Supports export and deletion of customer data
Limits
- No free plan
- Voice intake requires Firm plan
- Document collection starts with Practice plan
- Pricing starts at $49/mo
Who it suits
It suits consultants, agencies, coaches, clinics, and law firms that need AI-assisted intake, qualification, routing, and appointment booking on the web.
Verdict
Consultations combines intake, lead qualification, routing, scheduling, and briefing in one web service. Check plan requirements for voice, documents, and integrations before choosing a tier.
Where Specifiction places it
- Legal Intake Software#12 of 257.5
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Esqase From $49/mo 9.0 Visit