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Concierge

Your intake form says “anxiety.” A conversation tells you what’s actually happening.

Perspective replaces your static counseling intake with an AI conversation that captures presenting concerns, treatment history, and therapeutic goals — so your first session starts with care, not paperwork.

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Your intake form says “anxiety.” A conversation tells you what’s actually happening.

Clients prefer it

~90% completion rate vs ~46% for static forms. Conversations feel like talking to intake staff, not filling out a clipboard.

Structured + deep

Captures the fields your EHR needs, plus the presenting concern story your therapist needs — in one conversation.

Available 24/7

Clients complete intake on their own time, from any device. No phone screening, no 20-minute first-session paperwork.

From Form to Conversation

A conversation captures what a checkbox never could

  • Your form gets a “primary concern” radio button. Your concierge learns what’s happening, when it started, what’s been tried, and what they’re hoping to get from therapy.
  • Follow-ups adapt to every answer — grief conversations look nothing like work-burnout or relationship-conflict
  • Clients share more because it feels like talking to a real person, not checking boxes
  • The result: structured intake data your system can act on, plus the clinical context that prepares your therapist
Popular Features
→ Inside the Concierge agent→ Why static forms fail
Person having a conversation with Perspective AI
ConciergeTell us what brings you in today.
Intake
✓
Complete
yourpractice.com/new-client
New Client Intake Form
Full name *
First and last name
Date of birth *
MM/DD/YYYY
Primary concern
Additional information
Optional...
Submit

Stop Blind First Sessions

This form is costing you the first session

  • Therapists walk into session one with a name and a checkbox — no sense of severity, history, or what the client actually needs
  • The first session becomes intake paperwork instead of therapeutic work — and the client’s copay pays for it
  • No way to screen for fit before the appointment — mismatches waste your time and the client’s trust
Popular Features
→ Try it on your form→ Compare to Typeform

Better Input, Better Care

When therapists know more, the first session starts with care

  • Every new client arrives with presenting concerns, treatment history, therapeutic goals, and therapist-fit preferences — before the session
  • Therapists decide where to start and how to approach — based on the client’s own words, not blank fields
  • Crisis indicators get flagged automatically; fit mismatches get caught before the first appointment
Popular Features
→ Browse healthcare templates→ Inside the Concierge agent
Client reaches outVisits your website or books online
Concierge screensConcerns, history, fit
92
Intake complete & routedReady for first appointment
Under 2 minutes, start to EHR

Talk About Great Conversations

DS

Dorit Sher

CEO

@ Experity

"Perspective is great! It's easy to talk to and really understands you. The best part? It gives you smart insights super fast. If you want a tool that's friendly and helps you get things done quickly, Perspective is the way to go."

KR

Katie Rich

Vice President, Customer Delivery

@ AppDome

"Overall, it was a fun and simple experience. I appreciated the flexibility to complete the interview in my own time, the friendly and professional tone of the AI, and its conversational nature. The summary at the end was a nice touch."

KY

Katie Yagodnik

Sr. Director of Digital Customer Success

@ Totango

"Perspective AI has been a game-changer for our team. It provides deep insights from our customers and team without adding to our workload. The ease of analysis saves us time and delivers objective, actionable insights effortlessly."

FAQ

Frequently Asked Questions

See what your form is missing.

Paste your intake page. We’ll show you the difference a conversation makes.

Free to try · No credit card required · Ready in 60 seconds

Templates

Start with a template built for screen therapy clients

Customize in minutes. Deploy when you're ready.

What brings you to therapy at this point in your life?

H

Screen Therapy Clients

Screen new clients, capture presenting concerns, and identify fit before the first session — automatically, at any hour.

Used 1,400+ times

Use Template

What skin concerns are you hoping to address?

N

Esthetician & Cosmetology Intake

Capture goals, past experiences, and expectations before the first visit. Your provider walks in ready to address concerns, set expectations, and close the consultation.

Used 1,300+ times

Use Template

Can you tell me about any medications you're currently taking*?

O

Capture Patient History

Replace paper forms and phone screening with adaptive conversations that capture history, urgency, and care needs before the first appointment.

Used 1,600+ times

Use Template