Intake Lawyer
Intake Lawyer is a web-based intake CRM for personal injury law firms, built to manage leads from initial contact through follow-up.
What Intake Lawyer is
Intake Lawyer is a web-based intake CRM for personal injury law firms, built to manage leads from initial contact through follow-up. Its AI website chat captures visitor details at any time, and calls, texts, and emails are handled in one inbox. Teams can qualify leads using custom fields, automatically assign them to team members, and route matters. Pipeline tracking, custom dashboards, team activity views, and goal and KPI tracking help staff follow lead progress. Automated texts, emails, reminders, and drip sequences support continued contact. The service describes itself as AES-256 encrypted and HIPAA ready, with role-based access controls, and advertises a 99.9% uptime SLA. Plans are billed monthly: Starter is $299 a month, Pro is $799 a month, and Enterprise is $2,499 a month. Monthly AI auto-intake allowances range from 250 on Starter to unlimited on Enterprise; all plans include unlimited manual leads. A free trial is available, and plans can be changed or canceled anytime without long-term contracts.
Good
- Captures website inquiries through AI chat.
- Combines calls, texts, and emails in one inbox.
- Automates lead assignment and follow-up sequences.
- Includes custom dashboards and KPI tracking.
- Plans can be changed or canceled anytime.
Watch out
- No free plan is available.
- Starter is limited to 250 AI auto intakes monthly.
Who it suits
It is designed for personal injury law firms that want to capture, qualify, assign, and follow up with prospective clients. The web service includes tools for teams tracking pipelines and activity.
Verdict
Intake Lawyer combines intake communications, lead tracking, and automated follow-up for personal injury practices. Compare the monthly plan limits with expected intake volume before choosing a tier.
Plans and prices
From Intake Lawyer's own pricing page, checked 15 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Starter | $299 a month | 250 automated intakes/month · unlimited manual leads · 3 users · 10 GB storage · 1 phone number · $10 SMS/call credit · 1,000 emails/month · 25 e-sign requests/month · 5 email & 5 SMS templates · 1 bot · 3 workflows · Billed monthly |
| Pro | $799 a month | 1,000 automated intakes/month · unlimited manual leads · 10 users · 50 GB storage · 3 phone numbers · $30 SMS/call credit · 10,000 emails/month · 200 e-sign requests/month · 50 email & SMS templates · 5 bots · unlimited workflows · Billed monthly |
| Enterprise | $2,499 a month | Unlimited automated intakes · unlimited manual leads · unlimited users · 500 GB storage · unlimited phone numbers · $150 SMS/call credit · unlimited emails · unlimited e-sign requests · unlimited templates · unlimited bots and workflows · Billed monthly |
The facts
Each one read from Intake Lawyer's own pages, with the date it was checked.
What it does
- AI chat intake
- Its AI website chat captures visitor details at any time.checked 8 Oct 2026
- AI website chat intake
- Its configurable chat bot collects visitor details from a law-firm website around the clock.checked 15 Oct 2026
- Automated follow-up
- Automated text messages, emails, reminders and drip sequences are provided for continuing lead contact.checked 15 Oct 2026
- Availability claim
- The site advertises a 99.9% uptime SLA.checked 15 Oct 2026
- Communications
- Calls, texts, and emails are handled in one inbox.checked 8 Oct 2026
- Dashboards
- Users can view real-time lead, call, appointment and signed-case activity and create custom dashboards.checked 15 Oct 2026
- E-signatures
- Paid plans include monthly e-sign request allowances, with the allowance increasing by plan.checked 15 Oct 2026
- Follow-ups
- Automated texts, emails, reminders, and drip sequences help keep leads engaged.checked 8 Oct 2026
- Independent directory coverage
- Legal Intake Lab's verified directory of 15 products does not include Intake Lawyer in its captured product matrix.checked 15 Oct 2026
- Independent evidence standard
- Legal Intake Lab says its product capability statements are vendor-attributed and that unsupported evidence is left unverified.checked 15 Oct 2026
- Independent intake limitation
- Legal Intake Lab warns that its comparison evidence does not establish conversion performance for listed intake products.checked 15 Oct 2026
- Independent pricing limitation
- Legal Intake Lab states that a product's advertised entry price may not represent the price of an intake-capable configuration when intake is gated or metered.checked 15 Oct 2026
- KPI tracking
- The dashboard includes goals and KPI tracking for signed cases and lead conversions.checked 15 Oct 2026
- Lead assignment
- Qualified leads can be routed automatically to an appropriate team member or intake specialist.checked 15 Oct 2026
- Lead handling
- The product supports lead qualification with custom fields and automatic assignment to team members.checked 8 Oct 2026
- Lead qualification
- The system supports custom qualification fields and automatically scores incoming leads.checked 15 Oct 2026
- Marketing outcome claim
- The homepage claims firms respond 45% faster, sign 32% more cases and miss 68% fewer leads, but gives no methodology on the page.checked 15 Oct 2026
Where it runs
- App-store presence
- No Intake Lawyer listing was identified in the Apple App Store, Google Play, Chrome Web Store or Microsoft Store searches performed for this research.checked 15 Oct 2026
The company
- Company
- The site footer identifies the company as Intake Lawyer LLC and lists [email protected] as its contact email.checked 8 Oct 2026
- Founded year disclosure
- The opened official pages do not state a founding year.checked 15 Oct 2026
- Funding or ownership disclosure
- The opened official pages do not state funding, investors or an owner.checked 15 Oct 2026
- Headquarters disclosure
- The opened official pages do not state a headquarters location.checked 15 Oct 2026
- Maker identity
- The public product site identifies the product brand as Intake Lawyer but does not state a separate legal company name.checked 15 Oct 2026
Money
- Free-trial presentation
- The site offers a free-trial call to action and says no credit card is required.checked 15 Oct 2026
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