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Consultations
What it is
Consultations is a web-based AI client-intake service for consultants, agencies, coaches, clinics, and law firms. It qualifies incoming leads against criteria a business defines, scores them, and flags edge cases for human review instead of rejecting them automatically. The service collects client details and, on the Practice plan or higher, consented documents. Qualified leads can be booked on the business calendar, with confirmations and reminders, while chat intake is described across plans and voice intake is included on Firm. Consultations prepares a brief for the professional, handling intake, qualification, scheduling, and administration rather than legal, medical, or financial advice. Calendar integrations are listed on Practice, with advanced integrations on Firm. The company says data is encrypted in transit and at rest, role-based access uses least privilege, and customers can export or delete data. Pricing is paid, from $49/mo, with no free plan.
For and against
For
- Scores leads against business-defined criteria
- Flags edge cases for human review
- Books qualified leads with reminders
- Practice plan includes document collection
- Data export and deletion are supported
Against
- No free plan
- Voice intake requires the Firm plan
- Pricing starts from $49/mo
- Licensed professionals must provide regulated advice
The verdict
Consultations combines intake, qualification, scheduling, and brief preparation in one web service. Its plan structure matters if you need document collection, voice intake, or larger team capacity.
Who it suits
It suits service businesses that need AI-assisted intake, lead qualification, document collection, routing, and appointment booking through the web. Listed audiences include consultants, agencies, coaches, clinics, and law firms.
Plans and prices
Solo
1 professional · AI intake plus booking · 1 connected calendar · Email and chat intake
Read 7 Oct 2026 · consultations.ai
Solo
1 professional · AI intake plus booking · 1 connected calendar · Email and chat intake
Read 7 Oct 2026 · consultations.ai
Practice
Up to 5 professionals · Custom qualification rules per service · Document collection · Branded intake
Read 7 Oct 2026 · consultations.ai
Practice
Up to 5 professionals · Custom qualification rules per service · Document collection · Branded intake
Read 7 Oct 2026 · consultations.ai
Firm
Up to 20 professionals · Voice plus chat intake · Priority support · Advanced integrations
Read 7 Oct 2026 · consultations.ai
Firm
Up to 20 professionals · Voice plus chat intake · Priority support · Advanced integrations
Read 7 Oct 2026 · consultations.ai
Enterprise
Up to 50 professionals · SSO and provisioning · Security review · Custom data retention
Read 7 Oct 2026 · consultations.ai
Enterprise
Up to 50 professionals · SSO and provisioning · Security review · Custom data retention
Read 7 Oct 2026 · consultations.ai
On the record
- Advice boundary
- The AI handles intake, qualification, scheduling, and administration; the licensed professional gives legal, medical, or financial advice.consultations.ai · read 7 Oct 2026
- Audience
- The site identifies consultants, agencies, coaches, clinics, and law firms as audiences for the product.consultations.ai · read 7 Oct 2026
- Booking
- Qualified leads can be booked on the business’s calendar, with appointment confirmations and reminders.consultations.ai · read 7 Oct 2026
- Certifications
- The company says it builds to support customers’ compliance obligations and does not claim certifications it has not earned.consultations.ai · read 7 Oct 2026
- Data security
- The company says client data is encrypted in transit and at rest and access is role-based with least privilege.consultations.ai · read 7 Oct 2026
- 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.consultations.ai · read 7 Oct 2026
- Document collection
- The Practice plan and above include consented collection of documents during intake.consultations.ai · read 7 Oct 2026
- Integrations
- The pricing page lists calendar integrations on Practice and advanced integrations on Firm, without naming specific services.consultations.ai · read 7 Oct 2026
- Product
- Consultations runs an AI client-intake conversation that qualifies leads, collects details and documents, books appointments, and prepares a brief.consultations.ai · read 7 Oct 2026
- Qualification
- The AI scores leads against criteria the business sets and flags edge cases for human review rather than auto-rejecting them.consultations.ai · read 7 Oct 2026
- Support
- The contact page says the team usually replies by email within one business day.consultations.ai · read 7 Oct 2026
- Voice intake
- Voice intake is included on the Firm plan, while the feature page describes chat intake across plans.consultations.ai · read 7 Oct 2026
