Intake Automation · Updated Sep 2026
Every Intake Question, Asked on Every Call
Manual intake depends on whoever picks up remembering to ask. Voksha runs your full intake script on every call, captures structured answers, screens out the ones you cannot help, and books the rest.
What is intake automation?
Intake automation is software that collects new client, patient, or lead information at first contact without a staff member typing it in. Voksha runs your intake script on the phone call, captures structured answers such as case type, urgency, insurance, or budget, screens unqualified enquiries, and delivers the record to your team. Plans start at $14/month.
Why Businesses Choose Voksha.
Intake is where most enquiries leak. The call arrives while your team is with someone else, so it goes to voicemail. When someone does answer, the questions asked depend on who picked up, so half the records are incomplete and the follow-up call has to start over.
Benefits
How Voksha
Solves This.
Everything you need to transform your phone system.
The Same Script on Every Call
Every intake question is asked, in your order, on every call. No more records missing the date of incident, the insurance carrier, or the callback number.
Structured, Not a Voicemail
You get named fields, not a 40-second recording someone has to listen to and retype. The record is ready to act on the moment the call ends.
Screen Before You Spend Time
Enquiries outside your practice area, service area, or budget range are screened on the call, so your team is not opening files it will have to close.
Intake at 2am
Accidents, arrests, and emergencies do not wait for business hours. Intake runs 24/7 at the same per-call price, so the enquiry is captured while it is still yours.
Simple.
Automated. Effective.
Define the intake script
You list the questions your team asks today, in order, plus the answers that disqualify an enquiry
Voksha runs it on the call
Every caller is asked the same questions conversationally, with follow-ups when an answer is unclear
Answers are structured
Responses are captured as named fields alongside a full transcript and summary of the call
Route the outcome
Qualified enquiries are booked into your calendar or handed to the right person; screened-out enquiries are logged with the reason
Perfect For
Built for Your Business.
Businesses that need intake automation.
Intake automation is software that collects new client or patient information at first contact without a staff member typing it in. It runs a defined intake script on the call, captures structured answers, screens out enquiries that do not qualify, and delivers a complete record to the team.
A form only captures people who visit your site and choose to fill it in. Phone intake automation captures the callers who would otherwise reach voicemail, which for most practices is the larger and more urgent group. Both can feed the same system.
Yes. You supply the script and the order, including branching questions. Voksha asks them conversationally, follows up when an answer is incomplete, and returns the answers as structured fields rather than free text.
Yes. You define the disqualifying criteria, such as practice area, jurisdiction, service territory, insurance, or budget. Those callers are handled politely and logged with the reason, without consuming your team's time.
Into the systems you already run. Voksha delivers the structured record and call summary to your calendar, CRM, or practice management tool, and by email or webhook where a direct integration is not available.
Voksha starts at $14/month for 15 calls, with $1 per additional call and a $99/month Premium plan covering 150 calls. Intake scripting is included rather than sold as a separate module.
Call audio and transcripts are encrypted in transit and at rest with restricted access and audit trails. HIPAA-aligned handling and a business associate agreement are available for practices that need one.
Explore Intake Automation for your team
Start Using
Intake Automation.
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