Structured Intake
Captures the details you need before a consultation is booked.
Consultation
Filter and schedule inbound inquiries so experts spend time on real clients.
A professional front-of-house voice agent that qualifies inquiries, books consultations, and protects your specialists’ time.
24/7
Availability
100%
Intake Coverage
Automatic
Scheduling
Built-In
Follow-Up
Why This Matters
Consultants, advisors, and professional service firms lose hours every week to unqualified calls and back-and-forth scheduling. ClanAssist qualifies every inquiry, books consultations directly onto your calendar, and only escalates what genuinely needs a human.
Qualifies inbound inquiries against your intake criteria before booking.
Schedules consultations directly into your calendar with prep notes attached.
Follows up automatically with prospects who have not yet booked.
Several Hours
Time Saved Per Week
Workflow Modules
What Clanassist Handles For Consultation
Auto-Scheduling
Books consultations directly against real-time availability.
Pre-Call Preparation
Summarizes intake details so you walk in already informed.
Lead Qualification
Screens inquiries against your criteria before they reach your calendar.
Re-Engagement Calling
Follows up with prospects who have not scheduled yet.
Virtual Reception
Answers general questions about services, fees, and process.
Example Workflow: Qualifying A New Inquiry
A prospective client calls asking about services. ClanAssist gathers the relevant details, checks them against your intake criteria, and books a consultation slot directly onto your calendar.
<3 Min
Qualification Time
Real-Time
Calendar Sync
None Needed
Manual Follow-Up
Protect Your Time For The Clients Who Matter
See how ClanAssist can qualify and schedule consultations for your practice.