Consultations vs Intaker

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.

Intaker is an AI intake platform for law firms, built to handle new prospects and follow-up across chat, text, LSA, WhatsApp, Meta and phone. Website chat can gather case type, urgency and location, book meetings, connect calls and sign clients in chat. AI agents automate intake, scheduling and follow-up: Arthur handles LSA leads, Owen prepares cold leads for calls, and Jane captures and qualifies inbound SMS leads. A shared workspace brings chat, text, email, calls and tasks together, with team texting from a shared number. Visual pipelines track lead progress, and routing can assign leads by case type, availability or location. No-code workflows can trigger messages, tasks, pipeline updates, follow-up sequences and live call connections. Intaker lists 40+ native integrations and 3,000+ Zapier connections. Its iOS and Android apps support notifications, follow-up and pipeline management; the service also runs on the web. A free plan is available. Enhanced Services is a paid monthly subscription with usage-dependent fees; no price is listed.