ioZen
Who it's for

Forms are fine. Until the form matters.

For low-stakes data collection, a standard form works. It breaks the moment a dropped submission is a dropped case: a lost retainer, a claim that stalls, an applicant who never enrolls.

ioZen is built for law firms, immigration consultants, insurance brokers, and admissions teams where the intake moment is worth treating seriously.

No credit card required

By industry

High-stakes intake, sensitive data, and real revenue tied to every case. Pick the one that fits.

Law firms

Client intake that arrives ready to work. Conversational matter intake, conflict-check data capture, and sensitive field controls that keep SSNs and case details out of the AI.

Full matter captured before the first call
Private and Encrypted field-level controls
Route by practice area and urgency
See how it works

Immigration lawyers and consultants

Eligibility screening that stops eating your calendar. Screen visa category, document status, and case viability before the discovery call.

Ineligible cases handled without your time
English and Spanish intake from one FlowApp
Passport and visa numbers in the encrypted vault
See how it works

Insurance brokers

Quote intake that collects what you need to close. One question at a time, adapted to the line of business. Complete submissions before your producers get on a call.

Personal and commercial lines handled separately
Claim intake and first notice of loss
Route by line of business and premium potential
See how it works

Education admissions

Turn inquiries into applicants. Bridge the gap between the interest form and the full application. Qualify, answer questions, score, and schedule in one conversation.

Applicant pre-qualification before the call
FAQ answering built into the intake
Calendar booking inside the conversation
See how it works

By team size

Solo practitioner or 50-person operation, the same platform scales with you.

Freelancers and solopreneurs

One-person operations. Stop losing good-fit clients at your contact form.

That's me

Small teams (2-10)

One path from first question to resolved case. No Zapier required.

That's my team

Growing operations (10-50)

Move more cases without adding more manual triage.

We're growing

Agencies

Branded intake and separate pipelines for every client account.

We're an agency

Common use cases

Not sure where to start? These are the workflows most teams set up in their first week.

Quote requests

Convert more quote requests into paying projects. AI asks the right follow-ups.

Client intake

Onboard clients faster. Start billing sooner. One conversation gets you everything.

Lead qualification

Stop wasting time on cases that are not a fit. AI scores and routes them first.

Feedback surveys

Turn client feedback into real insights. AI digs deeper on key responses.

Job applications

Applications that feel like conversations. Resume extraction included.

Support tickets

Smart triage that diagnoses issues before routing to the right team.

See all use cases

The contact form on your site is losing cases you never see.

Replace it with a conversation. Free to start, takes about five minutes.

Free forever plan Live in 5 minutes No credit card