Every Bad Lead Looks Fine on a Form.
Perspective qualifies prospects before they reach your desk — so your calendar fills with clients worth your time, not consultations you'll spend the first meeting ruling out.
Real Qualification. Zero Screening Calls.
What no intake form, chatbot, or contact page can tell you about a lead.
"The other driver ran the red light. I have the police report and I've already been to the ER twice for my neck and back."🎯 What she wants: Fast answers on whether she has a case, clarity on costs, and someone who won't waste her time. She's comparing two other firms and wants to move quickly. ✅ Recommended next steps: Route to senior associate immediately. This is a high-urgency, high-value lead — schedule a consultation within 24 hours before she signs elsewhere.
"The other driver ran the red light. I have the police report and I've already been to the ER twice for my neck and back."🎯 What she wants: Fast answers on whether she has a case, clarity on costs, and someone who won't waste her time. She's comparing two other firms and wants to move quickly. ✅ Recommended next steps: Route to senior associate immediately. This is a high-urgency, high-value lead — schedule a consultation within 24 hours before she signs elsewhere.
Live Intake in Minutes, Qualified Leads Forever.
AI-powered client intake that builds, deploys, and runs your qualification conversations automatically. No form builders. No screening calls.
Define Your Ideal Client
Tell Perspective who you’re trying to qualify and what determines fit for your practice. It builds the intake conversation around your criteria — no form builder or script required.
Customize & Brand
Adjust the questions, set routing rules for strong fits versus weak ones, and match your brand. Preview the full conversation before it goes live.
Share Your Intake Link
Deploy as a website widget, popup, email link, or standalone intake page. Prospects complete intake on their own time — no scheduling, no phone tag.
Receive Qualified Leads
Every completed conversation arrives as a structured summary, routed to your inbox, CRM, or Slack. You get qualified leads. Everything else gets handled automatically.
The Intake Intelligence Your Competitors Don't Have.
Most businesses still rely on a form and hope for the best. Here's what qualified intake actually looks like.
Prospects finish because it feels like a conversation, not a form.
A standard intake form asks five questions. Perspective captures the full picture.
Same number of prospects, ten times the context on every lead.
Perspective handles qualification automatically, start to finish.
One Platform. Every Intake Conversation That Matters.
From legal case screening to patient onboarding — the right qualification conversation for every practice.
View all use casesLegal Intake
Qualify personal injury, family law, estate planning, and immigration inquiries based on the facts that determine fit — before your paralegal picks up the phone.
Patient Intake
Replace paper forms and phone screening with adaptive conversations that capture history, urgency, and care needs before the first appointment.
Therapy & Counseling Intake
Screen new clients, capture presenting concerns, and identify fit before the first session — automatically, at any hour.
Financial Services Intake
Qualify prospects for mortgage, wealth management, and advisory services based on goals, timeline, and eligibility — without a discovery call.
Frequently Asked Questions
You Didn't Start Your Practice to Spend Your Day Screening Calls.
Set up your first AI intake conversation in minutes. No credit card required.
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