AI Intake Form

The problem it solves

Most service practices lose 60–85% of web inquiries because nobody replies within the window the prospect is actively shopping. This intake form replaces the static “Name / Email / Message” web form with a conversational AI that gathers the exact information the practice needs to prep a visit, qualifies the lead (insurance, urgency, fit), and drops a concrete appointment slot into the practice’s calendar, in minutes, at 2 a.m., on a Sunday.

Who it’s for

Dental, legal, medspa, and small medical practices with a website and a real practice management system. Works as a drop-in replacement for the contact page form, or as an embedded widget on service pages.

What it does under the hood

A conversational AI layer (Claude) holds the intake dialogue; an orchestration layer maps answers into structured fields; a calendar integration (Google Calendar, Outlook, or practice-management systems like Dentrix and Clio) writes the appointment directly. SMS and email confirmations go to both the patient and the practice. Every conversation is saved as a clean record the front desk can review before the visit.

Engagement structure

Two weeks from kickoff to pilot. Week one, connect the practice’s systems and tune the intake dialogue to the practice’s voice and intake checklist. Week two, run a soft launch on a subset of inbound leads, measure conversion, and harden the handoff. Ongoing monthly fee of $150–$400 depending on volume.