New Client Intake on Autopilot
New client intake calls take 15-30 minutes each and follow the same script every time. Dialbox handles them end-to-end, collecting all required information through natural conversation. Your team gets a complete intake form without spending a minute on the phone.
Manual Intake Eats Your Billable Hours
Professional service businesses spend 5-10 hours per week on intake calls. That's time your team could spend on billable work. And when intake is rushed, critical information gets missed.
minutes per intake call for most professional services
hours per week spent on intake calls by the average practice
of intake forms are incomplete when done manually under time pressure
How Dialbox Handles Customer Intake Phone Calls
Our AI phone answering service takes care of everything from the first ring to the follow-up.
Custom Intake Script
Define your intake questions, required fields, and conversation flow. Dialbox asks them naturally.
AI Conducts Intake
New clients call and the AI walks them through the intake process conversationally. No awkward form-reading.
Data Validated
The AI confirms spelling, phone numbers, and key details before ending the call.
Intake Delivered
Complete intake data is sent to your team or CRM, ready for the first appointment.
Who Uses Customer Intake Phone Calls
Businesses across industries rely on Dialbox to handle this automatically.
Lawyers
New client calls about a family law matter. AI collects case type, relevant dates, opposing party details, and schedules a consultation.
Accountants
New business client calls for bookkeeping services. AI collects business type, entity structure, revenue range, and current software.
Chiropractors
New patient calls in pain. AI collects symptoms, medical history basics, insurance info, and books the first visit.
Financial Planners
Prospect calls about retirement planning. AI collects financial goals, current holdings overview, and timeline.
What You're Paying Now vs. Dialbox
The old way costs more and does less. Here's the math.
Staff time for manual intake calls
Dialbox
Everything You Need, Nothing You Don't
Every feature works together so you can replace voicemail with AI that actually helps your callers.
See It in Action
Thompson Family Law
The Challenge
Paralegals spent 2 hours daily on intake calls, reducing time for case preparation. Intake quality varied by who conducted the call.
The Solution
Dialbox handles all initial intake calls using the firm's custom questionnaire, delivering complete intake forms to the assigned paralegal.
Results
Frequently Asked Questions
Everything you need to know about customer intake phone calls.
Can the AI handle complex intake with conditional questions?
Yes. Set up branching logic so the AI asks different follow-up questions based on previous answers. For example, different questions for a personal injury case vs. a family law case.
How do I receive the completed intake information?
Choose your preferred format: email summary, CRM entry, Google Sheets row, or webhook to your custom system.
Can clients complete intake at any time?
Yes. Dialbox handles intake calls 24/7, so new clients can complete their intake whenever it's convenient for them.
Is sensitive information collected securely?
All data is encrypted in transit and at rest. Dialbox is designed for professional services that handle confidential client information.
Your next customer is calling.
Make sure someone answers.
Set up customer intake phone calls with Dialbox in minutes. Try free for 7 days.
New Lead - Sarah Mitchell
(416) 555-0189 · 2 min call
AI Summary
Homeowner needs emergency furnace repair. Unit making loud noise and not heating. Available tomorrow morning. Wants callback within the hour.