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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.

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SPEAK TO AN EXPERT
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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.

Human Receptionist

Powerful Tools That Enhance Every Intake Call

AI Receptionist
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 Success 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.

Learn more about Legal answering
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Home Services

Book appointments and handle urgent requests at any hour, preventing lost jobs.
Learn more about Home Services answering
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E-commerce & Retail

Offer constant customer support, answering questions and processing orders.
A person wearing a light sweater and orange pants types on a laptop while sitting on a couch, using Abby Knows for Attorneys. Only their hands and part of the laptop are visible.

Real Estate

Capture leads and schedule showings even when your agents are busy or off-duty.
Two people reviewing financial charts and graphs on paper, with one person holding a pen and another using a digital tablet. A calculator and documents are also on the table, illustrating how Abby Knows for Attorneys streamlines financial analysis.

Healthcare

Provide compassionate, HIPAA-compliant support and emergency handling 24/7.
Learn more about Healthcare answering
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Any Business with Global Clients

Bridge time zone gaps, providing seamless communication.
LEARN MORE
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TESTIMONIALS

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“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

Providential Home Care

“Our top priority was ensuring that every client’s first interaction felt personal: speaking to a real, empathetic human. That’s especially critical in our work with seniors, many of whom are hard of hearing. Abby stood out for their clarity, compassion, and professionalism, and having a U.S.-based team made all the difference.”

Jacob S

Providential Home Care

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 Intake Call – AI

AI RECEPTIONIST

Healthcare Intake Call – AI

AI RECEPTIONIST

Home Services Intake Call – AI

AI RECEPTIONIST

PRICING

STARTER

BEST FOR

Small offices catching overflow or after-hours calls

$165

per month

50 Abby Minutes

Start Free Trial

Double your Abby minutes when you choose AI

essential

BEST FOR

A solid baseline for most small businesses

$329

per month

100 Abby Minutes

Start Free Trial

Double your Abby minutes when you choose AI

PROFESSIONAL

BEST FOR

Growing teams that need full-time coverage

$599

per month

200 Abby Minutes

Start Free Trial

Double your Abby minutes when you choose AI

Most Popular

Growth

BEST FOR

High-volume coverage with support and bulk savings

$1,380

per month

500 Abby Minutes

Start Free Trial

Double your Abby minutes when you choose AI

ENTERPRISE

Need more than the Growth Plan?
We build custom plans fit for your business needs.

BEST FOR

Higher call volumes and tailored workflows beyond Growth

Contact Us

Overage is billed at your plan's Abby Minute rate. You can move up a plan at any time.

No Setup Fee

•

Free Trial On Every Plan

•

24/7 Coverage

•

Human Quality Assurance

•

20+ Year Reputation

•

1,000+ Integrations

•

US-Based

•

Month-To-Month

•

No Setup Fee

•

Free Trial On Every Plan

•

24/7 Coverage

•

Human Quality Assurance

•

20+ Year Reputation

•

1,000+ Integrations

•

US-Based

•

Month-To-Month

•

THE HUMAN + AI ADVANTAGE

How Abby Minutes Work

Usage on every plan is measured in Abby Minutes, which cover both Human and AI answering. Overage is billed at your plan's Abby Minute rate. You can move up a plan at any time.

A woman with straight brown hair, wearing a white blouse and patterned scarf, smiles while holding a corded office phone to her ear in a modern office setting, embodying the professionalism of a virtual receptionist.

Human Answering

1 Abby Minute = 1 minute

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AI Answering

1 Abby Minute = 2 minutes

goes 2× further

Human + AI Answering

ON THE SAME CALL

The AI portion bills at the AI rate, the human portion at the human rate.

Example of Abby Minutes: Professional Plan

Abby minutes cover both Human and AI answering. The more you use AI, the further your plan will stretch.

ALL HUMAN

200

minutes answered

200 Human Minutes

A MIX OF BOTH

300

minutes answered

100 Human Minutes + 200 AI Minutes

ALL AI

400

minutes answered

400 AI Minutes

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.
Yes. We offer appointment scheduling using tools like Calendly or your preferred software.
Absolutely. Our processes and training ensure compliance and confidentiality.
Yes. Intake scripts and questions are tailored to your business needs.
Yes. We offer 24/7 coverage including evenings, weekends, and holidays.

We connect natively to your intake and CRM systems, like IntakeQ and Jotform, and we build custom integrations during onboarding, free.

Yes: law, healthcare, therapy, dental, home services, and more.
Yes. We have English and Spanish-speaking receptionists available.

Further reading on client and patient intake

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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.
GET STARTED
Speak To An Expert
The image shows the Abby Connect logo, with the word Abby in large blue letters above the word CONNECT in smaller blue letters, and a curved line beneath Abby.
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GET STARTED
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877-303-5757