Client intake that asks your questions on the first call
Masheev answers new inquiries by phone, text and web chat, asks the intake questions you define, and hands your team a written summary, so the first conversation you have with a prospect starts with the facts already on the page.
- Guided setup
- Unlimited seats
- From $18/mo
A still of the Masheev console: a full inbox of conversations, one of them an AI-drafted WhatsApp reply awaiting a person's approval.
Demo board. Synthetic conversations, real product interface.
What is a lead intake answering service?
A lead intake answering service answers inquiries from prospective clients and collects the information a business needs before it can respond properly: who is calling, what they need, when, and where. Lead qualification is the same process with a filter. The answers are compared with the criteria the business has set, so the team knows which inquiries to call back first and which are outside what they do.
Masheev asks the intake questions you write, in the order you set, on phone calls, SMS and web chat. It records the answers, routes the inquiry by the rules you define, and hands off with a transcript and a written summary. With a connected calendar or supported booking tool it can also book the consultation. It gathers and records information only: it does not give legal, medical or financial advice, does not decide whether someone is eligible or has a case, and does not accept a client on your behalf. Those decisions stay with you.
Where this helps
The situations this is set up for. Anything outside them goes to your team.
- A prospect fills in the web form at 6pm, gets a callback the next afternoon, and the two sides trade voicemails for a day.
- Whoever answers the phone asks different questions each time, so intake notes are missing the detail the next person needs.
- A senior person spends the first ten minutes of every consultation collecting basics that could have been gathered beforehand.
- Inquiries the business does not handle take as much phone time as the ones it does, because nobody learns that until the callback.
What Masheev does
Configured around your hours, services and rules.
Asks the questions you define
You write the intake script: contact details, the nature of the request, timing, location, and anything specific to your field. Masheev asks them conversationally.
Records the answers consistently
Every inquiry is transcribed and summarized in the same structure, so your team reads the same fields each time instead of deciphering notes.
Routes by your criteria
Routing rules send inquiries to the right team or person based on what was said, such as service type or area, and can transfer the ones you mark urgent.
Tells people plainly when you cannot help
If a request is outside the services or areas you list, Masheev says so using your wording, so neither side waits on a callback that goes nowhere.
Books the consultation
With a connected calendar or supported booking tool, the prospect leaves the call with a time. Without one, their preferred times go to your team.
Covers phone, SMS and web chat
The same intake questions run on every launch channel and land in one shared inbox, so a web chat inquiry is as complete as a phone call.
At 6:20pm on a Tuesday, someone calls a small family law office about a custody matter. Using the greeting the office wrote, Masheev says it is an AI assistant and cannot give legal advice, then asks the office's intake questions: name, callback number, county, type of matter, whether there is an existing court date, and how they heard about the firm. The caller mentions a hearing in nine days, which matches the office's rule for time-sensitive matters, so the inquiry is flagged for the attorney and a consultation is booked for 9:30am Wednesday through the connected calendar. The attorney reads the summary before the meeting instead of starting from a blank page.
How to set it up
Setup time depends on your phone provider and configuration. Test before anything goes live.
Write your intake questions
Start from what your team asks on a good first call. Keep it to what you need before a callback. Shorter intakes get completed more often than long ones.
Define what you take and what you do not
List your services and service areas, and the wording to use when a request falls outside them. Add any disclaimer the caller must hear.
Set routing and the next step
Decide who receives each kind of inquiry and whether the next step is a booked consultation, a callback or an urgent transfer.
Test with real examples
Run a few past inquiries through the line, including one you would have declined. Check that the summaries contain what your team needs.
AI lead intake vs a web form and callback
| Capability | Masheev | Web form and callback |
|---|---|---|
| Prospects who call instead of filling in a form | Intake completed on the call | Voicemail or whoever is free |
| Follow-up questions based on the answers | Yes, within your script | Fixed fields only |
| Speed of first response | During the conversation | When someone is free to call back |
| Consultation booked at first contact | With a connected calendar or booking tool | After the callback |
| Out-of-scope inquiries | Told so, in your wording | Found out on the callback |
| Decides eligibility or gives advice | ||
| Cost | From $18/mo plus usage | Low, plus staff callback time |
What it does not do
The limits, stated plainly, so you can decide what stays with a person.
- It does not give legal, medical or financial advice, and it does not tell a caller whether they qualify, have a case or are covered. It records answers for your team to assess.
- It handles inbound inquiries. It does not place outbound calls to prospects or run follow-up campaigns.
- We make no compliance or certification claims. If your intake involves regulated or sensitive information, decide what should be collected by an AI and what should wait for a person.
- Callers in distress, or with a situation your script does not anticipate, should reach a person. Write a handoff rule for those cases.
Frequently asked questions
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Take the routine calls off your plate
Routine calls and messages handled on supported channels in the hours you set, with a person whenever your rules call for one. From $18/mo.