Consultations review
A focused intake and booking system for firms that want conversational qualification.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Consultations is AI-powered legal intake software for law firms and other professional-service practices. It conducts conversational discovery by chat, applies firm-defined qualification criteria, collects details and consent-based documents, books consultations, sends appointment reminders, and prepares a structured brief for the professional. Profession-specific intake flows support law-firm workflows. The product handles intake, qualification, scheduling, and administration rather than legal advice or conflict determinations, making it a fit for firms that want to organize inquiries before a consultation.
Pricing is structured across four monthly plans. Solo costs $49 per month and includes AI intake and booking in one conversation, one connected calendar, qualification rules, a prepped brief for every consultation, and email and chat intake. Practice costs $129 per month and adds custom qualification rules per service, document collection during intake, branded intake, and calendar integrations. Firm costs $299 per month and adds voice plus chat intake, priority support, and advanced integrations. Enterprise adds custom seats, SSO and provisioning, a security review, custom data retention, and dedicated support. Voice intake is therefore reserved for firms choosing the Firm tier or above.
The strongest case for Consultations is a firm that values conversational discovery, service-specific qualification, calendar booking, and a structured handoff in one web-based workflow. Its narrow focus is also important: it is an intake and scheduling product, not a system for legal advice or conflict determinations. Firms that need voice intake must budget for the Firm plan, while teams evaluating ecosystem fit should expect CRM and calendar connectivity without named platforms. Solo or Practice may suit firms centered on chat, whereas larger organizations can consider Firm or Enterprise for voice, advanced integrations, provisioning, retention controls, and dedicated support.
Consultations pros and cons
- Where it wins
- Conversational chat intake combines discovery, qualification, and booking.
- Firm-defined rules, document collection, and reminders support intake workflows.
- Structured briefs give professionals a prepared consultation handoff.
- Where it doesn't
- Voice intake is available only on the $299-per-month Firm plan.
- There is no free plan; paid plans start at $49 per month.
- Integrations are identified as CRM and calendar rather than named platforms.
Consultations fact sheet, pricing and score →
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update