AI conversations for client discovery and intake # Get the details. Without the back-and-forth. Collect client details before a meeting or before work starts. Share one link for voice or text answers. AskInstead asks follow-up questions and returns **an organized brief.** What do you need to learn? Client discoveryClient intakeOperational review Create my free test → No signup. Use sample details. Product video (56 seconds): https://askinstead.com/video/askinstead-launch.mp4 ## Less chasing. More context. ## Choose the client conversation you need. Use client discovery to define the project. Use client intake to prepare for the agreed work. [Before a proposal or first project meeting ### Client discovery Understand the goal, constraints, and decisions that affect the project. Explore client discovery →](/client-discovery/)[After agreeing on the work, before it starts ### Client intake Identify contacts, current processes, dependencies, and items that need preparation. Explore client intake →](/client-intake/) ## More examples Select an example to see the full process, or use it to create your own. ### Legal intake Collect the reason for a legal enquiry, key dates, and available documents before a consultation. Requested fields: Enquiry type, Key dates, Documents. ### Medical intake Collect the reason for a visit, when the concern started, and questions for the clinician before an appointment. Requested fields: Visit reason, Reported timeline, Questions. ### Candidate screening Find out whether this backend candidate has really run a billing system in production. Requested fields: Years of experience, Tech stack, Notice period, Salary expectation. ### Maintenance intake Find out exactly what is broken in this flat, how bad it is, and when we can get in. Requested fields: Issue type, Location, Severity, Access window. ## See the full process, from request to result. Review your questions before publishing. Then see how the answers become a summary and the fields you requested. 01 · DRAFT ### Draft the conversation Start with the information you need. Review every question before you publish. YOU NEED TO KNOW Find out what this client actually needs built, by when, and who signs it off. - One reusable link - Recipient account not required **Project discovery · 4 questions · ~7 min** 01 Describe what you want to exist at the end of this project. 02 What is driving the date? Tell me what happens if it slips. 03 What has been tried already, and why did it stop? 04 Who signs this off, and what budget range is approved? Requested fields: Project goal, Deadline, Budget range, Decision maker. READY TO PUBLISH askinstead.com/c/your-conversation Share one reusable link. Each recipient completes the same guided conversation. 02 · FOLLOW-UP ### AskInstead follows up The conversation reacts when an answer needs useful detail. Recipients can use voice or text. Recipient: Tom Reeder · Harbour Studio. answered by voice · 7:02. ASKINSTEAD What is driving the date? Tell me what happens if it slips. 1:36 RECIPIENT We want it before the November season. 1:44 ASKINSTEAD UNSCRIPTED FOLLOW-UP Which date in November, and what happens commercially if you miss it? 1:52 RECIPIENT The second. Our bookings triple that week, and last year the old flow dropped a third of them. 2:01 03 · RESULT ### Review organized answers The summary, requested fields, transcript, and recording stay together in one result. #### Summary answered 18 Aug Wants a mobile booking flow a customer can finish in under two minutes. The real deadline is 2 November: bookings triple that week and the old flow lost a third of them. An earlier redesign stalled at the payment step. The ops director signs off, with £40–55k approved. #### Requested fields Ready to export Project goal Mobile booking flow rebuild Deadline 2 Nov (season start) Budget range £40,000–55,000 Decision maker Ops director Known risk Payment step untouched before Other result contents: timestamped transcript, voice recording when used, and CSV export. ## You can do the work. _You cannot start it yet._ The work is often ready to start. The client's answers are not. BEFORE THE CALL ### You do not have enough to prepare. 1. You · MonWhat is not working on the current site? 2. Client · TueSee attached! brand\_v2\_final.pdf 3. Client · ThuCan we talk about it on the call? The missing details come out 40 minutes into a 45-minute call. DURING THE WORK ### You wait for the client again. 1. MonYou ask what to promote this month. 2. TueYou ask again. 3. WedNo reply. 4. Thu**The post is due.** You start late, rush the work, and then wait again for approval. WITH ASKINSTEAD ### Keep the call. Start it with answers. Send one link before the call. Your client talks or types for a few minutes, when it suits them. AskInstead asks about the details that are still missing. You get a brief that you can start from. Client briefReady to start Goal Online orders with local delivery Deadline Before 14 October Budget About $8,000 to $12,000. Not yet approved. Approves Maya and Sam, the co-owner ## Start without a card. Upgrade when you need more. Monthly plans. No annual contract. Cancel before renewal. FREE ### Start with Free A one-time allowance of responses and voice minutes. No expiry. No monthly reset. No card required. [Start free](https://app.askinstead.com/signup?next=%2Fnew) ### Starter **$29**/month 100 completed responses each month. Includes 100 voice minutes and API access. [Select Starter](https://app.askinstead.com/signup?next=%2Fpricing%3Fplan%3Dstarter) MOST CHOSEN ### Growth **$89**/month 400 completed responses each month. Includes 400 voice minutes and API access. [Select Growth](https://app.askinstead.com/signup?next=%2Fpricing%3Fplan%3Dgrowth) ### Scale **$249**/month 1,000 completed responses each month. Includes 1,000 voice minutes and API access. [Select Scale](https://app.askinstead.com/signup?next=%2Fpricing%3Fplan%3Dscale) Text responses use no voice minutes. Paid allowances reset monthly. ## Before you start How does AskInstead choose follow-up questions? AskInstead checks each answer against your question and goal. Smart mode allows one clarification per question. You can allow more detail or disable follow-ups. How is this different from a form? A form records what people type. AskInstead asks about the details that are still missing, by voice or text. You get a brief that you can start from. Can I try it before signup? Yes. Describe your goal, edit the questions, and get a free test link. Answer it and see your private brief without signup. Each preview includes one response, up to five minutes. Test answers expire within 24 hours. Do recipients need an account? No. Recipients open your shared link and answer by voice or text. How does usage work? Each finished conversation uses one response; voice also uses voice minutes. Paid allowances reset at renewal. When voice minutes run out, recipients can use text; when responses run out, add usage or change plans to continue. [Compare plans →](#pricing) Can I collect sensitive information? Check privacy, consent, and professional requirements before collecting sensitive information. Recipients see a recording notice before voice starts. The legal and medical samples show information collection, not professional advice. [Privacy Policy →](/privacy)[Recording and consent →](/consent-recording) ## Get the details you need. Create a conversation, share one link, and review the organized answers. [See the walkthrough](#walkthrough)[Start free](https://app.askinstead.com/signup?next=%2Fnew)