Custom AI agent · Industry Workflows
AI Client Intake Agent
Turn new client inquiries into organized starts.
Turn new client inquiries into organized profiles with the right details, documents, preferences, and next step ready for a human team member.
- Fewer incomplete onboarding conversations
- A clearer first handoff for every new client
- More consistent intake records across channels
Starting at $300 USD/month
Starting price is $300 USD/month. We tailor the agent to your services, intake questions, documents, routing, brand voice, integrations, usage, and support requirements before work begins.
What is an AI client intake agent?
The AI Client Intake Agent gives your team a thoughtful first step for new clients. It asks the questions your process requires, captures contact details and preferences, organizes approved documents, highlights missing information, and prepares a concise profile for the right person to review before the relationship begins.
What it can coordinate
Gather client details
Collect names, contact details, goals, preferences, service needs, and other approved fields through the intake channel your business uses.
Clarify the request
Use your intake logic to distinguish the client's objective, urgency, service fit, and open questions without making promises outside the defined scope.
Organize onboarding materials
Keep documents, notes, consent signals, and stated preferences together so the receiving team can understand the client at a glance.
Prepare the handoff
Create a concise client profile, identify missing details, and route the next action to the designated owner or queue.
Where it can help
Professional services onboarding
Capture goals, context, stakeholders, and supporting files before a consultant, advisor, or specialist begins the first conversation.
Agency and consultancy intake
Turn discovery requests into structured briefs with objectives, timelines, audiences, and constraints ready for review.
Service business welcome flows
Gather preferences, accessibility needs, scheduling context, and important instructions before a new client is served.
How it works
A step-by-step workflow your team can review before launch.
Define the intake
Agree on required questions, optional fields, document rules, consent language, routing owners, and escalation conditions.
Collect the client story
Invite the new client to share their goals, context, preferences, contact details, and relevant materials in a clear conversational flow.
Prepare the profile
Group the answers and attachments, flag missing or contradictory details, and separate reported facts from follow-up questions.
Route the next step
Deliver the profile to the right person or system with a recommended next action and a visible record of what still needs attention.
Built around your business
What we configure
- Questions, fields, and intake logic for each service
- Document, consent, privacy, and retention requirements
- Routing rules, owners, queues, and escalation paths
- Brand voice, channels, and client-facing prompts
- Follow-up timing, reminders, and handoff status
What we need from you
- An approved client intake form or discovery workflow
- Definitions of services, audiences, and qualification rules
- Examples of complete and incomplete client requests
- Named owners, next steps, and access approvals
Clear boundaries before launch
What it will not do
The agent does not guarantee fit, pricing, outcomes, eligibility, or availability unless those rules and approvals are explicitly provided. It does not invent client details, give professional advice outside scope, or replace a qualified human review. Sensitive, ambiguous, or regulated situations are routed to people.
How success is measured
Success can be measured through intake completion, time to first qualified handoff, missing-information rate, follow-up-question rate, first-meeting conversion, and reviewer correction rate.
Frequently asked questions
What does the AI Client Intake Agent do?
It gathers approved onboarding details, organizes documents and preferences, highlights missing information, and prepares a client profile for human review and the next step.
Can it qualify whether someone is a good fit?
It can apply qualification questions and rules that you approve, but it does not make guarantees or final decisions that belong to your team or a regulated professional.
Can it collect documents and consent?
Yes. We can configure the requested document types, consent language, privacy controls, and handoff rules for the channels and systems in scope.
What happens when a client leaves out important information?
It identifies missing or unclear details, asks the configured follow-up questions, and routes unresolved cases to a human instead of guessing.
Can it send the intake to our CRM or project system?
Yes, when the integration and permitted actions are included in the approved scope. The final workflow defines what is read, created, updated, or sent.
How much does it cost?
The starting price is $300 USD/month. A tailored proposal confirms services, channels, volume, integrations, routing, usage, and ongoing support.
What do we need to provide to get started?
We need your intake workflow, required fields, service definitions, examples, document and privacy rules, named owners, and access approvals for systems in scope.
