New clients onboarded by phone in minutes — not hours.
An AI voice agent that conducts structured intake interviews, collects client information, and populates your systems automatically. No staff time. No paperwork bottleneck.
Your team is spending hours on intake that an AI can do in minutes.
Client intake is one of the most time-consuming, repetitive tasks in any professional services business. Your staff asks the same questions dozens of times a day, manually enters the same data into the same fields, and still misses information that has to be chased down later. Meanwhile, the client waits — and every hour they wait is an hour they might go somewhere else.
How AI Voice Intake Works
Structured interviews conducted by AI — consistent, thorough, and automatic.
Client calls in
New client calls your intake line or is transferred after initial screening. The AI greets them professionally and begins the interview.
Structured interview
The AI follows your exact question set with branching logic — asking different follow-ups based on client type, case type, or service needed.
Data captured
Every answer is captured, validated, and organized. No mishearing, no missed fields, no illegible handwriting.
Systems populated
Client data flows directly into your CRM, intake system, or case management platform. No manual entry required.
What AI Voice Intake Can Do
Structured Voice Interviews
Branching logic adapts the conversation based on client responses. Different paths for different client types, case types, or service categories.
Automatic Form Population
Data flows directly into your CRM, intake system, or case management platform. No copy-paste, no manual entry, no transcription errors.
Configurable Question Sets
Different question sets for different client types, case types, or service categories. Add, remove, or reorder questions without code changes.
Multilingual Support
Conduct intake interviews in multiple languages. The AI detects and responds in the client's preferred language automatically.
Compliance-Ready
Consistent questions asked every time, consistent documentation produced every time. No variability between staff members. Audit-ready records.
Intake Analytics
See how many intakes are being completed, average completion time, drop-off points, and data quality metrics across your operation.
Built For Businesses Where Intake Is the Bottleneck
Frequently Asked Questions
Ready to onboard clients in minutes instead of hours?
Book a free 30-minute strategy call. We'll map out exactly how AI Voice Intake would work for your business.