AI client intake for advisory and professional service firms
A brief writes itself while your client is still typing.
Replace the contact form with the conversation a partner would have. Every prospect, scoped and briefed before you've picked up the phone.
Intake Memo
№ 2026-184
Inquiry
a product launch
Stage
Prototype, go-to-market Q3
Timeline
Decision needed within 3 weeks
Notes
EU first, then UK · ~$40–60k · CTO is point of contact
The current intake
Consultancy intake is… awkward.
Visitors aren't sure what they need or whether you can help. You're not sure what they meant or whether to chase it.
Contact us
Contact us
Most close the tab. The few who don't, write something safe.
Meet Botline
With Botline, intake is a conversation.
A visitor who isn't sure what they need talks to Botline for two minutes. It asks the questions a good first call would, and a structured brief takes shape as she speaks.
Project brief
Built from your conversation
Send to our team
Send to our team
Project brief
Built from your conversation
Send to our team
She arrived unsure what she even needed. By the time the conversation ends, the team has a real brief to work from.
The brief
Delivered wherever your team actually works.
Every conversation is distilled into a structured brief. It lands in your inbox, your Slack, your CRM, or a webhook of your choice.
A new conversation just came in from your website. Here is the brief:
- Client
- Bjørk Living, homeware brand, ~12 people
- Contact
- Mette Lindqvist · mette@bjorkliving.dk · +45 •• •• •• ••
- What they want help with
- Move from DIY spreadsheet bookkeeping to a proper setup: accounting software configured correctly, plus ongoing support running the monthly close and quarterly VAT.
- Budget
- Open. Looking for an ongoing monthly arrangement, not a one-off cleanup.
- Timeline
- Wants everything in place before their year-end in March.
- Notes
- Founder has been doing the books herself in spreadsheets and the invoicing tool; month-end takes a full day and she no longer trusts the numbers. Main pain is bank reconciliation and receipts scattered across email and pockets; quarterly VAT is a scramble. ~40 sales invoices and a few hundred expenses a month, wholesale and direct. Company has nearly doubled this year. Wants to approve only, not run the close.
Conversation transcript
Reply to this email to contact the prospect directly.
Built-in integrations
Don't see your tool? We'll wire it in.
Where it lives
It sits in the page, not stapled on top of it.
No floating bubble in the corner, no popup overlay. Botline is just a section of your site. Styled to your brand, in your fonts, scrolling along with everything else on the page.
Bookkeeping for grown-up small businesses
Your books, properly closed.
We run the monthly close, the VAT return, and the year-end accounts for small businesses across Denmark, so founders can stop doing reconciliations at eleven at night.
Last month, across our clients
What we do
Three services, done properly.
We're deliberately narrow. Bookkeeping, VAT, year-end. No consulting, no payroll, no advisory bolt-ons. Doing three things well beats doing nine things passably.
Monthly close
Bank reconciliation, expense capture, and management reports, delivered by the 8th of every month.
Quarterly VAT
We file the moms-angivelse on time, every time. No more March surprises or 5pm SKAT panic.
Year-end accounts
Statutory accounts and corporation tax, hand-prepared and reviewed by a senior accountant.
Start a conversation
Tell us what's eating your evenings.
Two minutes with our intake assistant. We'll come back within one business day with a proposal and a senior contact.
Project brief
Built from your conversation
Bjørk Living, homeware brand, ~12 people
Move from DIY spreadsheet bookkeeping to a proper setup: software configured right, plus ongoing support.
Monthly close, bank reconciliation, expense capture, quarterly VAT.
Send to our team
“They took the books off my plate in a week. I'd been pretending to like spreadsheets for four years.”
Mette Lindqvist · Founder, Bjørk Living
How it goes
From first message to first close.
Intake
Two-minute brief. We learn the shape of your business.
Proposal
One-page proposal with a senior contact, in a business day.
Onboarding
We migrate the books and clean up what's been left behind.
Steady state
Monthly close by the 8th. Quarterly VAT on time, every time.
Klarbooks is a stand-in firm. On your site, the page around the chatbot is yours.
How it works
From kickoff to first brief. About a week.
We work it out together over a few calls. The building, hosting, and tuning stay on our side.
- Day 1
A 30-minute call.
We learn how you scope inquiries and what a useful brief looks like for your team.
- Days 2–4
We build it.
System prompt, brief fields, custom tools if you need them, brand styling.
- Day 5
You try it.
We send a private link. You try it, then we tune it together on a call.
- Day 6
Goes live.
We install it for you, or send your developer the snippets to drop in.
Live demo
Try a Botline. Tell it about a project.
Below is a fictional consultancy's site, with our chatbot embedded. When you wrap up, you'll see the brief their team would receive.
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Custom tools
Your bot doesn't just talk. It acts.
Need it to check a postal code, pull from your CRM, or run a calculation? We wire it in as a custom tool. The bot decides when to use it, and the result lands in the conversation.
Example · configured for a Danish consultancy
Where are you based? A postal code is ideal if you have one handy.
Postal-code check
Aarhus is covered. Want me to continue with your project details?
Tools we build on request
Loan affordability check
Visitor types income and expenses; bot returns an indicative monthly capacity and routes the brief to the right advisor.
Mortgage payment estimator
Visitor enters loan amount, term, and rate; bot shows monthly payment and total interest.
Document checklist
Bot asks a few questions about the case and produces a personalised list of what to bring to the first meeting.
Built for
Consultancies where every client is a new project.
Currently working closely with fintechs and financial advisors. Just as useful for any vertical where the intake is a conversation.
Trials
We're running trials with a small number of consultancies.
Tell us about yours. Our own Botline is right here.
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Old-school
Not going to use the chatbot?
Fine, fine. Here's a form, just like everyone else.