Let ClientReadyPro handle all your client intake — virtually, intelligently, and automatically — while you focus on doing what you do best.
Works around the clock, no staff needed
Only qualified leads reach your schedule
Secure and compliant with all regulations
ClientReadyPro replaces phone calls, emails, and manual intake forms with a powerful virtual system that asks the right questions, filters out poor-fit leads, and qualifies ideal clients before they ever reach your schedule.
No more hours spent on initial phone calls
Only qualified prospects make it to your calendar
Works while you sleep, vacation, or focus on clients
Always On • Always Smart • Always Working
Three simple steps to transform your client intake process forever.
Tailored to your business, services, and ideal client profile. We ask the questions that matter most to you.
Any time, day or night. No phone tag, no scheduling conflicts. They fill it out when it's convenient for them.
Fully screened lead with all the info you need. Ready to schedule, ready to convert.
Quick, easy, available 24/7
Filters, qualifies, organizes
Pre-qualified, ready to convert
Your intake system works around the clock, so you don't have to.
Our intelligent screening process evaluates every prospect across multiple criteria to ensure only the best leads reach your calendar.
We identify exactly which services they need and match them to your offerings, ensuring perfect alignment.
We pre-qualify their budget and payment preferences to ensure they can afford your services.
We assess their health status and readiness to ensure they're a good candidate for your services.
We verify their availability matches your schedule to prevent booking conflicts.
We gauge their commitment level and timeline to prioritize the most motivated prospects.
If applicable, we verify insurance coverage and benefits to eliminate payment surprises.
"95% of our clients say the lead profiles they receive save them 30–60 minutes per intake."
Our virtual intake system is trusted by healthcare professionals and wellness providers across multiple specialties.
Screen for medical history, symptoms, and treatment readiness
Qualify cosmetic goals, insurance, and treatment timeline
Assess fitness level, goals, and commitment to training
Screen for dietary restrictions, health goals, and motivation
Pre-qualify weight loss goals, medical history, and budget
Screen for vision concerns, LASIK candidacy, and insurance
Assess wellness goals, treatment preferences, and readiness
Any service-based healthcare or wellness business
Don't see your specialty? We customize intake flows for any healthcare or wellness business.
All intake systems are HIPAA-compliant, fully encrypted, and safely integrated with your existing workflow or CRM.
Full compliance with healthcare privacy regulations and data protection standards
Military-grade encryption protects all client data from submission to storage
Works with your existing CRM, scheduling software, and practice management systems
AWS-powered infrastructure with automatic backups and 99.9% uptime
Your clients' data is protected by the same security standards used by major hospitals
Calendly, Acuity, BookingPage
HubSpot, Salesforce, Pipedrive
Mailchimp, ActiveCampaign
Google Analytics, Zapier
Don't see your software? We can integrate with virtually any platform via API or Zapier.
See how our virtual intake system has transformed practices just like yours.
"We cut our no-shows in half and saw a 3x improvement in conversion."
Join hundreds of healthcare professionals who've eliminated phone screening forever and only see qualified, motivated clients.
Your intake system can be live in just 1-2 days
Enterprise-grade security for all client data
No per-lead fees or usage limits
From solo practitioners to multi-location clinics
We're waiving our standard setup fee for the first 50 new clients this month. Only 12 spots remaining.
Ready to stop wasting time on unqualified leads?
No contracts • No setup fees • Cancel anytime
Get answers to the most common questions about our virtual intake system.
Still have questions? We're here to help.