Customer Intake
Capture every detail, automatically.
Your AI captures every caller\'s information automatically. Name, phone number, reason for calling, urgency level -- all structured and sent to you instantly. No more sticky notes or missed details.
The Problem
Incomplete Information Costs You Time and Clients
When your staff is busy, intake suffers. Callers get rushed through, details get missed, and you end up playing phone tag to get basic information. For law firms, medical offices, and service businesses, incomplete intake means delayed service and lost clients.
How It Works
Up and running in four steps
Define Your Intake Form
Tell us what information you need from callers: name, contact info, case type, urgency, insurance details, or any custom fields.
Set Your Routing Rules
Define what happens after intake: send to email, SMS, CRM, or trigger an urgent callback for high-priority cases.
Start Capturing Leads
Every call is answered and every caller is walked through your intake process naturally and professionally.
Review and Follow Up
All intake records are organized and searchable. Follow up with callers using the complete information your AI captured.
Ready? Get started in under 15 minutes. Sign Up Now
Ready to get started?
Set up your customer intake in under 24 hours. No contracts, cancel anytime.
Features
Everything included
- Structured intake forms with guided questions
- Required field enforcement for critical data
- Real-time data validation during the call
- Instant notification to your team
- Automatic CRM sync after every call
- Custom questions for your specific workflow
- Pre-built intake templates by industry
- HIPAA and compliance-ready data handling
Who This Is For
Industries and use cases
- Law firms and legal practices
- Medical and dental offices
- Insurance agencies
- Home service contractors
- Mental health and counseling practices
- Immigration services
- Financial advisors
- Veterinary clinics
Not your industry? We work with any business that gets phone calls.
Contact Us