Intaker

Intaker is an AI intake and lead-management platform designed for law firms handling inquiries across several channels. It best suits firms that need coordinated qualification, follow-up and matter routing. The trade-off is a strict one-person-per-login rule and monthly Enhanced Services fees that vary with usage.

Overview

Intaker brings lead capture, automated follow-up and pipeline management into a law-focused intake system. Prospects can contact firms through chat, text, LSA, WhatsApp, Meta and phone; the platform supports lead qualification, matter routing, appointment booking and SMS follow-up. That breadth can reduce the need to manage intake across disconnected tools, but firms should weigh the recurring, usage-dependent fees against their expected volume.

Key features

Website chat captures case type, urgency and location, and can schedule meetings, connect calls or sign clients in chat. That gives firms more ways to advance an inquiry in the same channel than a basic web form, especially when prospects are ready to book or speak with someone.

Intaker’s AI agents have distinct intake roles: Arthur handles LSA leads, Owen primes cold leads for calls, and Jane captures and qualifies inbound SMS leads. A communications hub combines chat, text, email, calls and tasks in one workspace, with shared-number team texting. Visual pipelines track lead progress, while routing assigns leads by case type, availability or location. Together, these tools are suited to firms that need to coordinate intake across a team; the single-person login rule means each user needs an individual login rather than a shared account.

No-code workflows can trigger texts, emails, tasks, pipeline updates, follow-up sequences and live call connects. Intaker advertises 40+ native integrations and 3,000+ Zapier connections, and supports case-system integrations. Its iOS and Android apps provide notifications, follow-up and pipeline management. A Help Center covers billing, chatbots, lead management, integrations and account settings, with a contact-support option.

Pricing

Intaker’s pricing model is paid, though it also offers a free plan. Enhanced Services has custom pricing: it is billed as a monthly subscription, fees vary with usage, and there are no refunds. Because the fee depends on usage, firms should consider expected intake volume when assessing the ongoing cost. The free plan’s caps, paid-plan inclusions and any trial or renewal terms are not described, so a precise plan-by-plan comparison is not possible.

Platforms

Intaker is available on the web, Android and iOS. The mobile app supports notifications, follow-up and pipeline management, making it useful for staff who need to keep up with leads away from a desktop.

Who it's for

Intaker is a strong fit for law firms that receive inquiries through multiple channels and want qualification, follow-up, booking and routing in one intake operation. It is less suitable for teams that rely on shared credentials: each login is limited to one person. Organizations handling PHI must execute Intaker’s non-negotiable Business Associate Agreement to enable its HIPAA-compliant version. Its services are available only to people aged 13 or older.

Pros and cons

• Pro: Intake spans chat, text, LSA, WhatsApp, Meta and phone, giving firms multiple ways to capture and progress inquiries.
• Pro: Routing, visual pipelines and no-code automation support coordinated lead handling from capture through follow-up.
• Pro: The mobile apps include notifications, follow-up and pipeline management for ongoing lead work away from a desktop.
• Con: Enhanced Services fees vary with usage, and the plan is non-refundable, making volume and cost important considerations before subscribing.
• Con: One login cannot be shared, so every team member needs an individual account.

Alternatives

For a more defined low-cost starting point, Zayda has a free plan for one user and one pipeline, capped at 250 records, with email and WhatsApp lead response and mobile apps. Choose it when those limits and channels are enough; Intaker is the stronger fit when law-firm-specific intake, routing and broader channel coverage matter.

IntakeAI offers a free Starter plan capped at one chatbot and 50 conversations per month, with lead capture, email alerts, Calendly booking and custom branding. It may suit a firm that wants a limited chatbot-based entry point; Intaker covers a broader mix of channels and team workflows.

Reflekt Legal offers a free solo plan with 30 calls, call transferring and appointment scheduling. It is a reasonable alternative when those call-focused capabilities meet the need; Intaker adds multi-channel capture, pipelines and automated workflows.

Perspective AI Intelligent Intake has a free plan with 100 credits toward AI-powered conversations and a Pro subscription starting at $99 a month for 1,000 monthly credits. It is worth considering when a credit-based AI conversation service is the priority; Intaker is oriented toward a broader law-firm intake operation.

Eve AI Intake is another paid web-based intake option with custom pricing and a demo.

Juryo is a paid, web-based alternative.

Miranda is a paid, web-based alternative.

CaseGen uses custom pricing billed per call month to month, with an implementation fee based on setup. It may suit firms that prefer call-volume-based pricing; Intaker combines multiple intake channels with pipelines and workflow automation.

Browse more options in Legal Intake Software.

Verdict

Choose Intaker if your law firm needs multi-channel intake, automated follow-up and lead routing in one system, and can support individual logins for each user. Its breadth is the main reason to choose it; usage-dependent, non-refundable fees and the single-person login rule are the main reasons to look elsewhere.