Intake AI ends the back-and-forth that delays projects. Your client arrives at kickoff with the right scope, not a rewritten one. No scope confusion. No rework. Projects launch on schedule.
Automated intake interviews that turn prospects into ready-to-close leads. Reduce discovery call time by 80%.
Intake AI runs a 5-minute voice or text-based intake interview. It asks the right diagnostic questions, captures business context, and auto-generates a brief that your team can use to close faster.
The difference: instead of your team spending 30 minutes on intake discovery, prospects do it once. Your team starts at the close, not the beginning.
See Intake AI in actionAI-driven intake flows that branch on prospect answers, capturing pain points, budget, and decision timeline in one conversation.
Each intake becomes a structured brief your team can use immediately: company profile, opportunity size, decision criteria, next steps.
For a team of 10 closers taking 10 intakes a week, that's 25 hours freed up to actually close deals instead of asking intake questions.
Intake tells you who is unqualified before your team invests time. Poor fit prospects self-select out.
Runs on phone (TivAI voice agent), web form, SMS, or Slack. Meet prospects where they are.
Sends briefs to your CRM, Slack channel, or email. No manual data entry.
Your intake is blocking your close rate. Every prospect who talks to a junior person before they talk to you is a prospect who starts at a disadvantage. Intake AI gets the diagnostics done before your team even picks up the phone.
Use case: B2B SaaS, legal services, insurance, financial advisory, consulting, staffing.
Intake AI is priced per intake completed:
Most teams run 50-200 intakes a month. Paid as you go, no monthly minimum.
Register interest
This is not a purchase and there is no card field. It puts your address, this product, and whatever you write below in front of a person, and you get a written answer about what finishing it, or handing it over for you to run yourself, would actually take.
shippable in 4 to 6 weeks. Year-1 ARR mid-case around $108K (estimate). Investment to production around $24K. probability of meaningful success around 16%, by Fermi heuristics.