Client intake for consultants

Screen leads, scope the work, and collect an upfront deposit before the kickoff call.

Stop running discovery calls with people who can't afford you. Intako qualifies fit in the form and routes only serious leads to your calendar.

Common headaches, handled

Discovery calls with leads who aren't a fit.

Qualify budget and scope in the form with conditional questions, and route only the right leads to your calendar.

Proposals stall without any commitment.

Take a deposit or application fee up front so you only invest time in clients who are in.

Lead context scattered across your inbox.

Every submission lands in a pipeline with an AI summary, a fit score, and a suggested reply.

Everything you need, generated for you

  • Conditional logic that branches the form to each lead
  • Deposit or application fee collected up front
  • Native scheduling for the kickoff call
  • AI lead scoring, summary, and suggested reply
  • CRM-style pipeline and client portal

Build your consultants intake in about a minute

Describe your intake once. Intako builds the form, the workflow, and the pipeline.