1 · Terms by text
Before advice startsThe caller is told they're being connected and that your consultation terms are on their way. One link: fee, free time, refund policy and recording notice — accepted with their legal name and email.
Phone intake and paid consultations for Canadian immigration consultants. Built by our NimbleStride AI & software division; set up, connected and supported by MGR Infotech — one point of contact from your phone line to your client records.
Your business line answers with your greeting. When a caller chooses to speak with a consultant, everything around the conversation is handled for you.
The caller is told they're being connected and that your consultation terms are on their way. One link: fee, free time, refund policy and recording notice — accepted with their legal name and email.
When the free time you set is nearly over, you get a text alert and a note is added to the client record.
One tick on the client record sends a secure card-payment link by text and email. Payment is recorded automatically — nothing is charged unless the client pays.
The call transcript becomes an AI intake draft — program interest, status, key facts, open questions and documents mentioned — for your review.
Send a secure upload link; each document is checked and summarised on the client record for you to confirm.
Calls, terms, payments, notes and documents all land on the same client record — matched by phone number, no duplicate entry.
ConsultLine works with your business phone line and your CRM. We take care of the connecting work so you don't have to.
ConsultLine is in its pilot phase and growing quickly, shaped by the consultants who use it.
We'll walk you through a real call end to end and talk through how it would fit your practice. Pilot pricing on request.
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