Easier onboarding and new client intake.
Offload time-consuming new client intake calls to us — we'll collect all the details you need and ensure you make a great first impression with every new client.
Put your new client intake and onboarding on autopilot.
Our live receptionists make the intake process easy for you and a great first experience for your new clients. Your clients get the prompt, professional attention they expect, and you get the clear, complete details you need to get started.
Our receptionists greet every new client with warmth and professionalism, setting the tone for a positive working relationship and instilling confidence from the very start.
Busy staff can be a real bottleneck, causing intake delays that frustrate new clients and add yet more to your backlog. When we’re handling the intake, your staff can stay focused on their work while we focus on moving clients through an intake process that’s accessible 24/7, consistent, and streamlined.
We follow your intake criteria to capture every piece of information you need — from contact details to case details and everything in between — so you’ll have everything you need to get started and won’t find yourself stuck making time-consuming follow-up calls before you can begin.
With our integrations, we can deliver intake details directly into your CRM or practice management software — so you’re not copying and pasting notes or re-entering information by hand. Everything is organized, searchable, and ready for you to act on, right where it belongs.
When intake is smooth and efficient, everyone wins. New clients feel welcomed and well-cared-for from the very first call, and your team stays focused on the work that matters — not bogged down chasing down details and making follow-up calls.
24/7 service, even on weekends and holidays.
100% US receptionists, and fully human (no AI).
Customizable call flows that feel natural & organic.
Personalized onboarding and quality monitoring.
Plans from only $49 per month, with no contracts.
Upgrade, downgrade, or cancel at any time.
How can our client intake services help you?
Our 24/7 intake services provide the support you need to onboard clients with a process that’s accessible, consistent, and streamlined.
Onboard new clients faster
Get new clients started without delays by collecting everything you need on the very first call.
Make a great first impression
Every new client is greeted with warmth and professionalism, setting a positive tone from the very start.
Collect detailed case information
Gather specific details about your client's situation — legal, financial, medical, or otherwise — so you're prepared before the first meeting.
Capture contact and demographic info
Collect names, addresses, phone numbers, emails, and other key details about your new clients.
Handle high volume intake without stressing your staff
Scale your intake capacity during busy periods without overloading your staff.
Deliver intake details to your team
Send client information directly to the right person or department so handoffs are seamless.
Get intake details delivered your way
Receive client information by email, text, app, or directly into your CRM — organized and ready for action.
Onboard new clients 24/7
Clients can call anytime, so it's always easy and convenient for them to get started.
Need us to make outbound calls, as well? We'd be happy to.
Offload callbacks, follow-ups, appointment reminders and confirmations, and more. We’ll make up to 3 attempts to reach them live, and if we haven’t connected by the third try, we’ll leave a voicemail. Plans start at $19/mo.
Or live chats on your website? Yep, we do those, too.
Capture leads, answer questions, and provide real-time support — all through your website’s chat widget. Our team handles every conversation with the same friendly, professional touch we bring to your calls. Plans start at $19/mo.
Need Spanish? All our plans include bilingual at no extra cost.
Get more from your services with our powerful platform and integrations.
Our virtual receptionist services are 100% human, but when you support great people with great technology — you get something that just can’t be beat. Your callers get the warmth of a real person — with the speed, accuracy, and deep integration into your business processes that great tech makes possible. And you get real-time visibility, seamless integration with your internal tools, cloud-phone capabilities, and easy account management — whenever and wherever you need it.
Platform
Our web and mobile apps make it easy to manage your services from anywhere, and as an added bonus, they also serve as a full-feature business phone system — completely optional and not a requirement to use our live services, but pretty great to have.
And if you’re low-tech or not interested, no worries – you can use our services with or without the apps!
See calls & messages
Get a complete view of every call and message in one place. See who called, when they called, and what was discussed — so you always have easy access to anything that’s happened on your calls.
Listen to call recordings
Every call is recorded and stored right in your account. Whether you want to review a lead conversation, check for quality, or just hear how a call was handled — you can listen back anytime, from anywhere.
View call reports
Get a clear picture of your call activity with easy-to-read reports. See call volume, peak times, transfer patterns, summary statistics, and more — so you have the insights you need to make better decisions.
Update your status
Update your status with just a tap. Our receptionists see your status in real time — so they’ll always know when you’re available for transfers, and when you want us to take a message or send them to voicemail.
Manage routing & call flows
Easily manage users and depts, transfer destinations, forwarding schedules, caller menu options, and more. For more detailed call flow adjustments, our customer care team is just a call or email away.
Place calls & send texts
Use your PATLive number to make calls and send & receive text messages right from our apps. Your whole team can use it — so you’ll finally have one consistent business number on caller ID, not your employees’ personal cell numbers.
Integrations
Our native integrations make your virtual receptionists feel like they’re sitting right next to you. When they capture a lead, book an appointment, or process an order, it updates your CRM, calendar, e-commerce dashboard, and other tools in real time — just as if you’d done it yourself.
Here are just a few of our most popular ones.
Feel confident knowing that your customers are getting outstanding service on every call.
We understand how important every call is to your business, and when you trust us with your calls, you can feel confident knowing that we’re consistently delivering a level of quality that will have your callers saying, “Wow, this was such great service! I wish every company had people this good!”
Frequently asked questions.
Your free trial is a full-feature test drive of PATLive’s live answering service. There are no limitations, so you can experience everything PATLive has to offer from day one.
Your service continues without interruption. Your calls will be answered exactly as they were during your trial, and your selected plan will begin. There are no surprises or changes to the way your calls are handled (unless you’d like to make changes, of course – those are always welcome, just let us know).
You can be up and running quickly. Create your account, tell us how you’d like your calls handled, and your first call can be answered within minutes.
No! PATLive offers affordable month-to-month service with no contracts required. You can upgrade, downgrade, or cancel anytime.
Get started today!
You’ve built a business worth calling. Let’s make sure every caller feels that from the very first hello. Start your free trial today, or reach out to Sales to learn more.
