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.