Intaker

Score6.5

Rank#3 of 25

Free planNo

Runs onAndroid, iOS, Web

Summary

Intaker is an AI intake platform for law firms that helps teams respond to prospects, automate follow-up, and manage leads through to signed clients. It reaches prospects 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. Its AI agents handle intake and scheduling: Arthur works with LSA leads, Owen prepares cold leads for calls, and Jane qualifies inbound SMS leads. A shared workspace brings chat, texts, email, calls, and tasks together, while visual pipelines track lead progress and routing can use case type, availability, or location. No-code workflows can trigger messages, tasks, pipeline changes, follow-up sequences, and live call connections. Intaker lists more than 40 native integrations and more than 3,000 Zapier connections. Its iOS and Android apps provide notifications, follow-up, and pipeline management. The paid Enhanced Services plan has a monthly subscription fee that varies with usage; no price is listed. A free plan is also available.

Who it is for

Intaker suits law firms that need to capture and qualify leads across multiple channels, automate follow-up, or route prospects to staff. Its mobile apps may suit teams managing pipelines and follow-ups away from the web workspace.

What is good

Captures case type, urgency, and location in website chat.
Routes leads by case type, availability, or location.
Automates messages, tasks, updates, and follow-up sequences.
Offers iOS and Android apps for pipeline management.

What to know first

Enhanced Services fees vary by usage; no price is listed.
A login may be used by only one person.
HIPAA-compliant version requires a Business Associate Agreement.

Verdict

Intaker combines multi-channel lead capture, automated follow-up, routing, and pipeline management for law firms. Firms should account for its single-person login rule and usage-dependent Enhanced Services fees.

Intaker plans and pricing

All plans

Enhanced Services Not published monthly subscription fee fees vary depending on usage · no refunds intaker.com · 30 Sept 2026

Compared on legal intake software

Lead qualification: Yesgo.intaker.com
Matter routing: Yesgo.intaker.com
Appointment booking: Yesgo.intaker.com
SMS follow-up: Yesgo.intaker.com
Case system integrations: Yesgo.intaker.com

Facts

Primary purpose: Intaker is an AI intake engine built for law firms to respond to leads, automate follow-up and increase signed clients.go.intaker.com · 30 Sept 2026
Lead channels: The platform reaches prospects through chat, text, LSA, WhatsApp, Meta and phone.go.intaker.com · 30 Sept 2026
Website chat: Website chat captures case type, urgency and location, and can schedule meetings, connect calls and sign clients in chat.go.intaker.com · 30 Sept 2026
AI agents: AI agents automate intake, follow-up and scheduling; Arthur handles LSA leads, Owen primes cold leads for calls, and Jane captures and qualifies inbound SMS leads.go.intaker.com · 30 Sept 2026
Communications hub: The communications hub unifies chat, text, email, calls and tasks in one workspace with shared-number team texting.go.intaker.com · 30 Sept 2026
Lead management: Visual pipelines track the lead lifecycle, while routing can assign leads by case type, availability or location.go.intaker.com · 30 Sept 2026
Workflow automation: No-code workflows can trigger texts, emails, tasks, pipeline updates, follow-up sequences and live call connects.go.intaker.com · 30 Sept 2026
Integrations: Intaker advertises 40+ native integrations and 3,000+ Zapier connections.go.intaker.com · 30 Sept 2026
Mobile apps: The Intaker mobile app is available for iOS and Android and provides notifications, follow-up and pipeline management.go.intaker.com · 30 Sept 2026
Support: Intaker provides a Help Center with billing, chatbot, lead management, integrations and account-settings topics, plus a contact-support option.help.intaker.com · 30 Sept 2026
HIPAA: Organizations handling PHI must execute Intaker’s non-negotiable Business Associate Agreement to enable the HIPAA-compliant version.intaker.com · 30 Sept 2026
Account limit: A single login may be used by only one person; shared logins are not permitted.intaker.com · 30 Sept 2026
Service age limit: Intaker’s services are available only to individuals aged 13 or older.intaker.com · 30 Sept 2026
Customer base: Intaker states that more than 2,000 law firms use its platform.go.intaker.com · 30 Sept 2026
Company profile: Intaker is a privately held technology company headquartered in Los Angeles, California, and founded in 2019.linkedin.com · 30 Sept 2026