Consultations vs IntakeAI

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.

IntakeAI adds a website chat widget for law firms to collect prospective clients’ details, qualify cases, and arrange consultations. The widget asks visitors for a name, phone number, email address, and case summary. A bot trained on a firm’s practice areas can accept relevant inquiries or decline those outside its scope; qualified visitors can book through Calendly. After intake, the firm receives an email with the lead’s contact details, case type, and conversation. The widget can be added to WordPress, Squarespace, Wix, or a custom HTML site using a script tag. IntakeAI collects information and schedules consultations, but does not provide legal opinions, case-outcome advice, or strategy. The free Starter plan allows one chatbot and 50 conversations per month. Professional costs $99 a month for one chatbot and 500 conversations; Growth costs $199 a month for three chatbots and unlimited conversations. The web service also lists a 30-day trial.