For firms & agencies

Client intake, under your brand.

For consulting firms, agencies and organizations that manage inquiries for several experts or clients. The idea: a branded concierge that gathers inquiry context using each business’s own knowledge and qualification criteria.

Discuss a partner pilot

Available today

Per individual account.

Each expert gets their own Kallie link
Separate knowledge files and intake rules per person
Multiple meeting links with their own lengths and hours
A choice of voice and greeting
Bio page template, colors and photo
Google Calendar booking and a review list

Partner pilot

Not built yet. We’d shape these with pilot partners.

Your own domain
One workspace managing many experts or clients
Partner administration and roles
Usage reporting
Partner billing
Removing Kallie branding

Exploring intake for your clients?

Tell us how your firm handles inquiries today. The founder will follow up personally.

Discuss a partner pilot