Seamless Client & Patient Intake Calls

Ensure every new lead receives professional care from the first call.

Outsource your intake calls to a team that understands how critical first impressions are. Abby handles new client and patient intake with empathy, efficiency, and accuracy—gathering essential details, booking appointments, and answering FAQs. From law firms to medical practices, we help you streamline onboarding and never miss a valuable opportunity.

Turn First-Time Callers into Long-Term Clients

Client and patient intake is one of the most vital steps in your service process—and it starts with a phone call. If calls go unanswered or are rushed, you risk losing high-value clients. Abby’s dedicated team ensures every intake is handled with care and consistency, so your staff can focus on delivering services, not chasing down details.

Intake Support for Every Professional Practice

From dental offices to therapy clinics, to medical offices and law firms, Abby helps streamline intake.

We Handle Intake So You Don’t Have To

Our trained team manages the intake process end-to-end so nothing slips through.

Lead Qualification: Identify serious inquiries and collect intake information.

Initial Scheduling: Book first consultations directly in your calendar.

FAQ Answering: Reduce admin time by handling common intake questions.

Pre-Registration Data: Gather key demographic and insurance information.

Call Screening: Filter spam and non-urgent calls from priority leads.

Appointment Reminders: Optional follow-up calls to reduce no-shows.

Powerful Tools That Enhance Every Intake Call

We pair people-first service with modern tools to optimize your intake process.

Real-Time Call Logs: See who called, when, and why.

AI Call Summaries: Instant insights into every call’s outcome.

Caller Sentiment Scores: Gauge urgency and satisfaction.

Activity Charts: Visualize call trends and track growth.

Mobile App Access: Manage intake info from anywhere.

CRM Integration: Automatically sync intake details to your systems.

ADVANTAGES

Why Outsource Your Client & Patient Intake

Enhance customer experience, boost conversions, and reduce internal workload.

Professional First Impressions

Set the tone with consistent, knowledgeable call handling.

Improved Conversion Rates

Capture and qualify every opportunity without delay.

HIPAA-Compliant Call Handling

Protect sensitive patient info with secure protocols.

24/7 Availability

Intake support even after hours and on weekends.

Bilingual Support Available

Serve diverse clients with English and Spanish receptionists.

No Training Needed

We handle onboarding and script customization for you.

FEATURES

24/7 Live Answering

Your phone is always answered by either a professional human or AI receptionist.

Customizable Greetings

Ensure your brand voice is consistent and professional, even after hours.

Call Screening & Transfer

Efficiently direct calls to the right person or department, wherever they are.

Appointment Scheduling

Fill your calendar around the clock, improving lead conversion and client convenience.

Message Taking & Delivery

Accurate message capture and instant delivery via email, SMS, or your preferred method.

FAQs Answered

Our AI and human teams are trained to answer common questions specific to your business.

Bilingual Receptionists

Connect with a wider audience with our Spanish-speaking human AND AI receptionists.

Emergency & Priority Handling

Implement specific protocols for urgent calls, ensuring rapid response.

AbbyGO Mobile App & Portal

Real-time access to call details, summaries, recordings, and custom status updates.

Seamless Integrations

Sync call data and customer insights with your existing CRM, scheduling, and business tools.

Receptionists Powered by AI Technology

Receptionists are backed by AI technology such as AI-generated call summaries, transcripts, recordings, and customer sentiment score.

Call Blocking

Block unwanted calls, saving you time, hassle, and minutes.

Abby combines friendly, U.S.-based receptionists with industry-leading tools to deliver top-tier intake call handling. Our Solutions Engineers and Client Service Managers work with you to create the perfect onboarding flow. From appointment booking to data capture, our virtual receptionist and AI solutions ensure your intake process runs smoothly from day one.

INDUSTRIES WE SERVICE

Legal

Ensure potential clients are never left waiting, capturing every intake opportunity.

Home Services

Book appointments and handle urgent requests at any hour, preventing lost jobs.

E-commerce & Retail

Offer constant customer support, answering questions and processing orders.

Real Estate

Capture leads and schedule showings even when your agents are busy or off-duty.

Healthcare

Provide compassionate, HIPAA-compliant support and emergency handling 24/7.

Any Business with Global Clients

Bridge time zone gaps, providing seamless communication.

TESTIMONIALS

“When I was getting ready to fire my old service, I did some research on the internet and Abby Connect kept popping up in my search results. Abby has been very reliable and they follow my instructions. They do what they say they can do and I pay them a premium for 24/7 coverage while the other company overpromised and under-delivered.”

Damon C

DUI & DWI Attorney

Product Demo

Hear How We Handle Intake Calls

Play a sample call to hear how we gather info, answer questions, and schedule with care.

Legal Services Intake Call

HUMAN RECEPTIONIST

Healthcare Intake Call

HUMAN RECEPTIONIST

Home Services Intake Call

HUMAN RECEPTIONIST

Legal Instake Call – AI

AI RECEPTIONIST

Healthcare Intake Call – AI

AI RECEPTIONIST

Home Services Intake Call – AI

AI RECEPTIONIST

PRICING

Flexible Plans for Growing Practices

We offer plans for all practice sizes—from solo providers to multi-office clinics. Choose the product or combo that fits your workflow best and scale with ease.

Explore your options or call today to create the perfect plan for your business.

AI Receptionists

Starting at

per month

Human Receptionists

Starting at

$329

per month

Live Web Chat

Starting at

$129

per month

Intake Call FAQs

What is an intake call service?

It’s a professional call handling solution that collects and organizes info from new clients or patients.

Can you schedule appointments during the intake?

Yes. We offer appointment scheduling using tools like Calendly or your preferred software.

Do you handle HIPAA-compliant intake for medical/dental practices?

Absolutely. Our processes and training ensure compliance and confidentiality.

Can I customize what info is gathered during intake?

Yes. Intake scripts and questions are tailored to your business needs.

Is this service available after hours?

Yes. We offer 24/7 coverage including evenings, weekends, and holidays.

Can intake info be sent to my CRM or EMR?

We offer integrations via Zapier and custom routing to fit your systems.

Do you serve specific industries?

Yes—law, healthcare, therapy, dental, home services, and more.

Is bilingual intake available?

Yes. We have English and Spanish-speaking receptionists available.

Streamline Your New Client Intake Today

Save time, reduce missed leads, and give every new caller a seamless onboarding experience. Abby’s client and patient intake solutions help you grow with less stress.