Vetted Intake
Features/Add-on
Add-on · +$7,500

Video-avatar web intake

A video intake option on your site.

With the firm's approval, an embedded video avatar can greet visitors, answer approved questions, and begin intake in real time.

What it does
✓

An authorized video avatar greets site visitors.

✓

Answers questions and runs intake conversationally.

✓

Offers a conversational alternative to a form.

✓

Books the consult right from the interaction.

How it works
1

Visitor arrives

The avatar greets them face to face on your site.

2

It talks

It answers and qualifies in a real-time conversation.

3

It books

The consult is set before they leave the page.

Why it matters
Instant trust

Some visitors prefer a guided conversation to a form.

Memorable

It gives visitors another way to begin intake.

Always available

Approved answers and questions are available on every visit.

See Video-avatar web intake in your firm's workflow.

Review a representative website-intake flow; the public demo does not use a video avatar.

Book a call →