Consultations
Consultations is a web-based AI client-intake service for consultants, agencies, coaches, clinics, and law firms.
What Consultations is
Consultations is a web-based AI client-intake service for consultants, agencies, coaches, clinics, and law firms. It conducts intake conversations, qualifies leads against business-set criteria, gathers details, books qualified leads on a business calendar, and prepares a brief. It flags edge cases for human review rather than automatically rejecting them. Booking includes confirmations and reminders. Chat intake is described across plans; voice intake is included on Firm. The Practice plan and above include consented document collection, and calendar integrations are listed on Practice, with advanced integrations on Firm. The company says client data is encrypted in transit and at rest, access is role-based with least privilege, and customers can export or delete their data. It also says it does not sell client details or use them to train external AI models. The AI handles intake, qualification, scheduling, and administration; licensed professionals provide legal, medical, or financial advice.
Good
- Scores leads using criteria set by the business
- Flags edge cases for human review
- Books qualified leads and sends confirmations and reminders
- Practice and higher include consented document collection
- Customers can export or delete their data
Watch out
- No free plan
- Voice intake is included on Firm
- Document collection starts with Practice
Who it suits
It may suit consultants, agencies, coaches, clinics, or law firms that want to automate intake, lead qualification, and appointment booking. Businesses needing voice intake or document collection should note which plans include those features.
Verdict
Consultations brings lead intake, qualification, booking, and brief preparation together, while leaving professional advice to licensed people. Check plan requirements for voice, document collection, and integrations before choosing it.
Plans and prices
From Consultations's own pricing page, checked 7 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Solo | $49 a month | 1 professional · AI intake plus booking · 1 connected calendar · Email and chat intake · Billed monthly · For one professional |
| Practice | $129 a month | Up to 5 professionals · Custom qualification rules per service · Document collection · Branded intake · Calendar integrations · Billed monthly · Up to 5 professionals |
| Solo | $288 a year | 1 professional · AI intake plus booking · 1 connected calendar · Email and chat intake · $288 billed once a year |
| Firm | $299 a month | Up to 20 professionals · Voice plus chat intake · Priority support · Advanced integrations · Billed monthly · Up to 20 professionals |
| Enterprise | $498 a month | Up to 50 professionals · SSO and provisioning · Security review · Custom data retention · Dedicated support · Billed monthly · Up to 50 professionals |
| Practice | $768 a year | Up to 5 professionals · Custom qualification rules per service · Document collection · Branded intake · Calendar integrations · $768 billed once a year |
| Firm | $1,788 a year | Up to 20 professionals · Voice plus chat intake · Priority support · Advanced integrations · $1,788 billed once a year |
| Enterprise | $2,988 a year | Up to 50 professionals · SSO and provisioning · Security review · Custom data retention · Dedicated support · $2,988 billed once a year |
The facts
Each one read from Consultations's own pages, with the date it was checked.
What it does
- Advice boundary
- The AI handles intake, qualification, scheduling, and administration; the licensed professional gives legal, medical, or financial advice.checked 7 Oct 2026
- Audience
- The site identifies consultants, agencies, coaches, clinics, and law firms as audiences for the product.checked 7 Oct 2026
- Booking
- Qualified leads can be booked on the business’s calendar, with appointment confirmations and reminders.checked 7 Oct 2026
- Certifications
- The company says it builds to support customers’ compliance obligations and does not claim certifications it has not earned.checked 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.checked 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.checked 7 Oct 2026
- Document collection
- The Practice plan and above include consented collection of documents during intake.checked 7 Oct 2026
- Integrations
- The pricing page lists calendar integrations on Practice and advanced integrations on Firm, without naming specific services.checked 7 Oct 2026
- Product
- Consultations runs an AI client-intake conversation that qualifies leads, collects details and documents, books appointments, and prepares a brief.checked 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.checked 7 Oct 2026
- Support
- The contact page says the team usually replies by email within one business day.checked 7 Oct 2026
- Voice intake
- Voice intake is included on the Firm plan, while the feature page describes chat intake across plans.checked 7 Oct 2026
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