First meetings start fully informed
Robyn AI collects every detail from a new caller's first contact, name, contact info, reason for calling, and relevant context, so your team walks into every conversation already prepared.
"I'd like to know more about your services."
"Of course! Can I get your name to get started?"
Summary sent to team · 14s ago
Trusted by businesses like yours
Olivia K.
Senior Attorney, Keller & Park Family Law
"Before Robyn, every new client meeting started with 10 minutes of 'let me get your details.' Now those details are already in the intake summary, collected during the first call. We get right to work immediately. Clients notice and appreciate it."
Dr. Marcus A.
Clinical Director, Waverly Counseling Center
"We're a therapy practice. Intake is sensitive and important. Robyn collects the basics professionally, name, contact, reason for seeking services, insurance, without being clinical or robotic. It actually does it better than some staff I've had."
Brenda S.
Agency Principal, Suncoast Insurance
"Insurance intake used to take 15 minutes per new client call. Now Robyn collects coverage type, current provider, timeline, and contact details in the first call. My agents spend that 15 minutes selling, not form-filling."
The capability
Your team shouldn't learn who a client is after they've already arrived
The first meeting with a new client should feel prepared and professional. But when intake happens during the meeting itself, scrambling for contact details, asking why they're there, learning their history on the fly, it undermines trust before you've said anything meaningful.
Robyn AI handles intake in the first call. Name, contact information, reason for reaching out, specific details relevant to your business, all collected naturally through conversation and delivered as a structured summary before your team makes contact. Every first impression is prepared.
Without intake
Meeting starts
"Can I get your name again?"
"What brings you in today?"
"And your contact number?"
10 minutes of the meeting gone before work starts
With Robyn intake
Name ✓
Contact ✓
Reason ✓
Context ✓
Walk in prepared · meeting starts immediately
How it works
Full intake before your team ever picks up the phone
Natural intake conversation
Robyn collects intake details through normal conversation, not a robotic form-filling exercise. Callers feel heard, not interrogated, and provide more accurate information.
Hi, I'm looking to get some legal advice about a contract dispute
Happy to connect you with the right attorney. May I get your full name and best contact number?
Every field captured accurately
Name, contact, reason, urgency, relevant specifics, all captured and structured automatically. No handwritten notes, no transcription errors, no missing information.
Structured summary delivered instantly
Before your team makes contact, they have a complete intake summary. Walk into every conversation already knowing who you're talking to and why they're there.
New intake
What you get
Walk into every first meeting already prepared
Complete intake on the first call
Every new caller's details collected naturally and accurately, before your team ever makes contact.
Custom intake fields
Configure Robyn to collect exactly what your business needs, matter type for law, insurance details for healthcare, whatever your intake process requires.
For law firms:
Matter type, opposing party, urgency
For medical:
Insurance provider, symptom description, physician
For insurance:
Coverage type, current provider, timeline
CRM-ready structured data
Intake summaries are formatted for your CRM or workflow tool, no manual data entry, no reformatting needed.
Team briefed before first contact
Your team receives the complete intake summary instantly, so every first meeting starts informed, not from scratch.
Who uses this
Built for any business where first impressions matter
Every new client deserves to feel you were expecting them.
No contracts. No setup fees. Cancel any time.