Book More Consults, Fast No Intake Gaps
LedgerIntake welcomes clients, books consults, and keeps every intake organized across your web widget and WhatsApp channel (requires your WhatsApp Business account connection).
From inquiry to prepared consult
A clean flow for accounting teams that want fewer missing documents and smoother scheduling.
The client asks for a consult in chat.
The assistant gathers documents and notes.
It suggests the best consult window.
It can book, reschedule, or cancel the consult.
It keeps the client informed before the meeting.
A person can take over instantly from the dashboard.
Built for accounting teams
Keep consults, documents, and intake notes organized.
Consult Booking
Books consults and captures intake details.
Document Intake
Collects client documents before the meeting.
Reminder Messages
Sends timely reminders before the consult.
Client Matching
Points each request to the right consult slot.
Schedule Changes
Handles booking, reschedule, and cancel requests.
Human Handoff
If your team is online in the Nextlify dashboard, the AI can hand off the conversation to a live agent instantly.
Clear value from day one
An intake assistant that saves time and helps fill more consults.
What you get
Choose the right plan
Simple monthly plans and one-time setup options.
Starter
One-time setup: $999
- ✓Up to 100 conversations per month
- ✓Up to 5 consults
- ✓Web chat widget and WhatsApp Business channel
- ✓Intake and routing
- ✓Human handoff in the dashboard
- ✓Usage alerts before your threshold
- ×More than 100 conversations per month
- ×More than 5 consults
Growth
One-time setup: $1,499
- ✓Up to 250 conversations per month
- ✓Up to 15 consults
- ✓Web chat widget and WhatsApp Business channel
- ✓Intake and prep notes
- ✓Human handoff in the dashboard
- ✓Usage alerts before your threshold
- ×More than 15 consults
Scale
One-time setup: $2,499
- ✓Up to 500 conversations per month
- ✓Up to 40 consults
- ✓Web chat widget and WhatsApp Business channel
- ✓Intake and prep notes
- ✓Human handoff in the dashboard
- ✓Usage alerts before your threshold
- ×More than 40 consults
A conversation means one complete interaction with a user. You will receive alerts before reaching your monthly threshold.
Ready from the start
We configure your assistant for your intake flow and handoff process so the first conversations feel polished.
Common questions
It helps accounting firms book consults, collect documents, and organize intake.
Yes. It can help book, reschedule, or cancel consults through chat.
Yes. It can converse naturally in the language your clients use.
Yes. It can help keep clients informed with timely messages.
Yes. A human can step in from the Nextlify dashboard whenever needed.
Yes. It keeps consults and documents organized before the meeting.
Ready for cleaner intake?
See how an accounting-focused assistant can simplify consult scheduling.