IntakeAI is a web chat widget for law firm sites that gathers prospective client details, qualifies inquiries, and schedules consultations. The widget asks for a visitor’s name, phone number, email, and case summary. Firms can configure its knowledge around their practice areas so it can accept relevant cases or decline inquiries outside scope. Qualified leads can book through Calendly, and the firm receives an email containing contact details, case type, and the conversation. The free Starter plan includes one chatbot and 50 conversations per month, with lead capture, email alerts, Calendly booking, and custom branding. Professional costs 99.00 USD per month and includes one chatbot, 500 conversations per month, case-type qualification, automatic booking, and a lead tracking dashboard. Growth costs 199.00 USD per month and includes three chatbots, unlimited conversations, multiple practice areas per bot, CRM export, and Zapier integration. The widget can be installed on WordPress, Squarespace, Wix, or custom HTML by adding a script tag. IntakeAI collects information and schedules consultations; it does not provide legal opinions, case outcome advice, or legal strategy.
Who it is for
IntakeAI is for licensed legal professionals or authorized law firm representatives seeking to capture and qualify website inquiries. It may suit firms that want prospective clients to schedule consultations through Calendly.
What is good
- Free Starter plan offers 50 monthly conversations.
- Calendly booking is included on Starter.
- Growth includes unlimited conversations.
- Can be added to several website platforms.
- Visitor conversation data is delivered to the firm, not stored on IntakeAI servers.
What to know first
- AI may misunderstand visitor queries.
- The chatbot is not guaranteed to capture every lead.
- Leads are not guaranteed to be viable cases.
- Professional costs 99.00 USD per month.
Verdict
IntakeAI handles website intake and consultation booking rather than legal advice. Firms should account for the plan’s conversation limits and the stated possibility of missed, misunderstood, or nonviable leads.
IntakeAI plans and pricing
All plansCompared on legal intake software
- Free plan
- Yes
- Paid from
- $99/mo
- Lead qualification
- Yes
- Matter routing
- Yes
- Appointment booking
- Yes
