Client IntakeThe difference between a form and an intake
Good intake is the right question at the right moment. Here is what happens from the first ring to the finished file.
How it works
Set up per business: your number, your greeting, your questions, your urgent rules.
Your line stays yours
Calls ring your desks and apps exactly as they do today. Unanswered after four rings, or outside the hours you set, they forward to Workup Agent's number. If you prefer, we provision a number that Workup Agent answers first and you give that one out for after hours. Nothing changes for callers or for your team when they do pick up.
It answers and listens
A natural voice, your greeting, your business name, the caller's language kept. It asks who is calling and what it is about, and it answers questions from your own knowledge base: hours, locations, directions, what to bring, what happens next. Not from the open internet, and never advice it is not allowed to give.
It logs the call as it goes
The record is written in the first seconds of the call and updated as facts arrive, so a caller who hangs up early is still on file with a number to call back.
It takes the complete message
The reason for the call, the details you require, the best number and time for a callback, read back to confirm. If someone asks for a person, it explains the team is on other calls, takes the full message and promises the callback.
Urgent goes to a person
Matters you define as urgent are transferred live to the on-call phone you choose. Everything else is a promised callback with an alert behind it.
Your team hears within seconds
An email with the caller, the reason, the questions asked and the transcript. Where your CRM, scheduling or intake system is connected, the request lands there too.
The day closes with a log
A daily call log lists every call, who needs a person and why, so nothing waits for someone to remember.
Workup Agent versus a chat-only intake tool
Most intake software is a website chat widget. The difference is what happens to the caller, the qualification and the file.
| Chat-only intake widget | Workup Agent | |
|---|---|---|
| Where it answers | Website chat only | Website chat and voice, and the phone: unanswered calls forward after four rings, or a number we provision |
| After hours | The visitor who types is captured; the caller at 9pm hangs up | The caller at 9pm gets the same intake as the visitor who types |
| What it does | Collects contact details and a message for the morning | Runs your questionnaire with follow-ups, applies your acceptance criteria, verifies the lead, flags urgency, promises the callback |
| What the team gets | A chat transcript | A finished intake file with a summary on top, an alert within seconds, and a daily log of calls and chats |
| Your CRM | A generic integration | The intake lands in your CRM or intake system: Lead Docket, Litify, Salesforce and others |
| Pricing | Often per seat or per firm tiers | One flat monthly plan, not per seat, per lead or per minute |
| Knowledge | Scripted answers | Answers from your own knowledge base, in the language the person opened with |
It answers our own phone
Try the intake it would run for you: call it, text it, or open the assistant in the corner of this page.
- Runs live on micronetbd.org, matterorbit.com and workpm.ai, and on the Micronetbd main line (609) 435-1960 after four rings
- Works on any website, added with one script tag, and on your phone line
- Verified email before routing; consent captured; deadline flags for your team, never for the claimant
- Every call logged with a transcript, written as the call runs
- Alert within seconds, daily call log every evening
- Built and supported by Micronetbd, in business since 2012, SOC 2 Type 2 audited
See the intake it would run for your firm
Bring your questionnaire. We will show you the conversation, the file and the routing in thirty minutes.