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Consultations
What Consultations is
Consultations is a web-based AI intake service for consultants, agencies, coaches, clinics, and law firms. It talks with prospective clients, collects their details, evaluates leads against criteria set by the business, and prepares a brief. Qualified leads can be booked on the business’s calendar, with appointment confirmations and reminders. The AI flags edge cases for human review rather than automatically rejecting them. Chat intake is described across plans; voice intake is included on Firm. The Practice plan and above add consented document collection, and calendar integrations are listed on Practice, with advanced integrations on Firm. Plans range from Solo for one professional to Enterprise for up to 50, with features such as custom qualification rules, branded intake, SSO and provisioning, and dedicated support varying by tier. The pricing note says From $49/mo; the listed plans are Solo at $24 a year, Practice at $64 a year, Firm at $149 a year, and Enterprise at $249 a year. The company says client data is encrypted in transit and at rest, access is role-based, and customers can export or delete their data. Its AI handles administrative intake tasks; licensed professionals provide legal, medical, or financial advice.
Who it suits
Consultations suits consultants, agencies, coaches, clinics, and law firms that want to qualify prospective clients and book appointments through an AI intake flow. Teams needing document collection can consider Practice or above, while firms wanting voice intake can consider Firm.
What it does well
- Scores leads using business-set criteria and flags edge cases for human review.
- Books qualified leads and sends appointment confirmations and reminders.
- Practice and higher include consented document collection.
- Firm includes voice and chat intake.
- Customers can export or delete client data.
What to know first
- There is no free plan.
- The service is web-only.
- Voice intake is limited to the Firm plan.
- Document collection begins with Practice.
Limits
There is no free plan. Solo covers one professional, AI intake plus booking, one connected calendar, and email and chat intake; document collection begins on Practice, and voice intake is included on Firm.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Practice | Billed monthly · Up to 5 professionals · Up to 5 professionals · Custom qualification rules per service · Document collection · Branded intake · Calendar integrations | $129 a month |
| Firm | $1,788 billed once a year · Up to 20 professionals · Voice plus chat intake · Priority support · Advanced integrations | $1,788 a year |
| Solo | $288 billed once a year · 1 professional · AI intake plus booking · 1 connected calendar · Email and chat intake | $288 a year |
| Enterprise | $2,988 billed once a year · Up to 50 professionals · SSO and provisioning · Security review · Custom data retention · Dedicated support | $2,988 a year |
| Firm | Billed monthly · Up to 20 professionals · Up to 20 professionals · Voice plus chat intake · Priority support · Advanced integrations | $299 a month |
| Solo | Billed monthly · For one professional · 1 professional · AI intake plus booking · 1 connected calendar · Email and chat intake | $49 a month |
| Enterprise | Billed monthly · Up to 50 professionals · Up to 50 professionals · SSO and provisioning · Security review · Custom data retention · Dedicated support | $498 a month |
| Practice | $768 billed once a year · Up to 5 professionals · Custom qualification rules per service · Document collection · Branded intake · Calendar integrations | $768 a year |
As consultations.ai lists them, read 7 Oct 2026. The maker's own page has the final word.
Getting started
- Visit https://consultations.ai/.
- Use the web platform to access the service.
- Choose a paid plan: Solo, Practice, Firm, or Enterprise.
- Connect a calendar for appointment booking; calendar integrations are listed on Practice and advanced integrations on Firm.
- Set lead qualification criteria for your business.
- Consider Practice or above for document collection, or Firm for voice intake.
Verdict
Choose Consultations if your business needs AI-assisted lead qualification, intake administration, and appointment booking in one web service. Look elsewhere if you need a free plan or voice intake below the Firm tier.
Questions
How much does Consultations cost?
The pricing note says From $49/mo. Listed plans are Solo at $24 a year, Practice at $64 a year, Firm at $149 a year, and Enterprise at $249 a year.
Is there a free plan?
No. Consultations is a paid product.
Which platforms does it support?
Web is the listed platform.
Which plan includes voice intake?
Voice intake is included on the Firm plan. Chat intake is described across plans.
Does it collect documents?
Consented document collection is included on Practice and above.
What does the AI do, and who provides professional advice?
The AI handles intake, qualification, scheduling, and administration. A licensed professional gives legal, medical, or financial advice.
Facts from Consultations's own pages
- Advice boundary
- The AI handles intake, qualification, scheduling, and administration; the licensed professional gives legal, medical, or financial advice. · consultations.ai, 7 Oct 2026
- Audience
- The site identifies consultants, agencies, coaches, clinics, and law firms as audiences for the product. · consultations.ai, 7 Oct 2026
- Booking
- Qualified leads can be booked on the business’s calendar, with appointment confirmations and reminders. · consultations.ai, 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, 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, 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, 7 Oct 2026
- Document collection
- The Practice plan and above include consented collection of documents during intake. · consultations.ai, 7 Oct 2026
- Integrations
- The pricing page lists calendar integrations on Practice and advanced integrations on Firm, without naming specific services. · consultations.ai, 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, 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, 7 Oct 2026
- Support
- The contact page says the team usually replies by email within one business day. · consultations.ai, 7 Oct 2026
- Voice intake
- Voice intake is included on the Firm plan, while the feature page describes chat intake across plans. · consultations.ai, 7 Oct 2026
Where Consultations stands on Freedom251
- Legal Intake Software#14 of 25