Intaker is an AI intake engine for law firms that helps teams respond to leads, automate follow-up and manage prospects toward signed clients. It reaches prospective clients through chat, text, LSA, WhatsApp, Meta and phone. Website chat can gather case type, urgency and location, then schedule meetings, connect calls or sign clients in chat. AI agents automate intake, follow-up and scheduling: Arthur handles LSA leads, Owen prepares cold leads for calls, and Jane captures and qualifies inbound SMS leads. A shared communications workspace brings chat, text, email, calls and tasks together, with team texting from a shared number. Visual pipelines track lead progress, while routing assigns leads by case type, availability or location. No-code workflows can trigger messages, tasks, pipeline changes, follow-up sequences and live call connections. Intaker advertises 40+ native integrations and 3,000+ Zapier connections. Its iOS and Android apps offer notifications, follow-up and pipeline management. The monthly Enhanced Services subscription varies by usage, and no price is listed. A free plan is also available.
Who it is for
Intaker suits law firms that need to qualify incoming prospects, coordinate follow-up and route leads among team members. Its mobile apps may help staff manage pipelines and follow-up while away from the web workspace.
What is good
- Handles leads from chat, text, LSA, WhatsApp, Meta and phone.
- Website chat can schedule meetings and connect calls.
- Lead routing can use case type, availability or location.
- Lists 40+ native integrations and 3,000+ Zapier connections.
- Mobile apps include notifications and pipeline management.
What to know first
- Enhanced Services fees vary with usage.
- No price is listed for the monthly subscription.
- Shared logins are not permitted.
- HIPAA-compliant version requires a Business Associate Agreement.
Verdict
Intaker focuses on lead intake, communication and follow-up for law firms, with multiple channels and routing options. Firms handling PHI should account for the required Business Associate Agreement, and subscription costs vary by usage.
Intaker plans and pricing
All plansCompared on legal intake software
- Lead qualification
- Yes
- Matter routing
- Yes
- Appointment booking
- Yes
- SMS follow-up
- Yes
- Case system integrations
- Yes
