Last Updated
Overview
Intaker simplifies client intake for legal professionals with tools like automated follow-ups, real-time lead alerts, and a shared texting hub that centralizes communication. Although it lacks template presets for custom fields, the system remains effective for capturing, organizing, and accessing detailed client data across the entire intake process.
Overall Rating
Based on 3 users reviews
4.7
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
Intaker Specifications
- Contact Management
- Lead Management
- Customer Communication Tracking
- Deal Pipeline Management
What Is Intaker?
Intaker is a cloud-based customer relationship management (CRM) software purpose-built for legal professionals, combining client intake automation, lead management, and business communication. Designed for law firms of all sizes, it helps streamline how firms engage and qualify for leads. The software offers features such as interactive website chat, automated follow-up sequences, two-way business texting, and virtual inbox workflows. It enables legal teams to capture more leads, centralize communication, and create a more responsive client experience.
Intaker Pricing
Disclaimer: The pricing has been sourced from third-party websites and is subject to change.
Intaker Integrations
Intaker integrates with the following third-party software, such as:
- Google Analytics
- Google my Business
- Clio
- Salesforce Engage software
- Filevine
- Calendly
Who Is Intaker For?
Intaker software serves a wide range of industries and sectors, including:
- Legal
- Home services
- Powersports
Is Intaker Right For You?
Are you looking for a legal-specific CRM that streamlines your client intake process and secures your communications?
Intaker tackles the pain of delayed responses and disjointed intake by notifying your team instantly and unifying web chat, text, and reminders all under one roof. It is compliant with GDPR-style data security and privacy standards, ensuring sensitive client information is protected. The platform encrypts all communications and is fully cloud-based, offering scalable performance that grows with your firm.
Still not sure if Intaker is right for you? Contact our customer support team at (661) 384-7070, who will help you make the best decision.
Intaker Features
Pipeline Tracking
Monitor each lead’s progress with customizable status labels. This visual pipeline view keeps your team aligned on conversion stages, ensuring no prospect is left behind during intake.
Lead Activity Timeline
Track every call, email, text, and note tied to a contact in one location. Having a complete communication history prevents duplicate outreach and improves firm-wide collaboration on active cases.
Virtual Inbox (Desk)
Intaker’s desk serves as a centralized inbox that instantly alerts legal teams to incoming chat leads, text messages, and updates. By reducing response time, firms can engage new prospects before competitors do.
Advanced Custom Fields
Capture unique client details using structured fields like date, text, address, or practice-specific formats. This flexibility supports better data management and faster access to relevant case info.
Business Texting Hub
Intaker features a shared texting hub that lets legal teams collaborate on client conversations using a single business number. Centralized messaging reduces confusion, enhances professionalism, and keeps all texts organized within the Intaker dashboard.
Pros And Cons of Intaker
Pros
Fast response with real-time lead alerts
Centralized communication for legal teams
Organized intake with visual pipeline tracking
Cons
No predefined templates for common field types
User portal is basic and limits multitasking ability
Intaker Reviews
Total 3 reviews
4.7
All reviews are from verified customers
Rating Distribution
5
Stars67%
4
Stars33%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Law Practice, 11-50 employees
Less than a year
“Never realized how much we needed it”
Pros
Intaker customizes and automates the client experience, simplifying the process of communicating and getting information to our law firm.
Cons
It is an excellent product. I mean it has proven really helpful for us. And I cannot think of any downsides.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Information Technology and Services, 11-50 employees
Less than 6 months
“Gets the job done”
Pros
I really like how messaging simplifies interaction and with it managing content is also not a problem anymore.
Cons
The price is a bit higher than I anticipated.
Rating Distribution
Ease of use
8
Value for money
7
Customer Support
8
Functionality
8
Dairy, 11-50 employees
Free Trial
“A must-have tool!”
Pros
It made everything so simple to use and I highly recommend it.
Cons
Honestly I do not have any complaints because I am really happy with it.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Frequently Asked Questions
Does Intaker offer an API?
Yes, Intaker provides an API access.
What types of pricing plans does Intaker offer?
Intaker pricing starts at $80.00/month. Request a custom Intaker price quotation.
What level of support does Intaker offer?
Intaker provides support via phone.
Does Intaker have a mobile app?
No, Intaker does not have a mobile app.
What other apps does Intaker integrate with?
Intaker integrates with Zapier, Google Analytics, Google My Business, Clio, Salesforce, Filevine, and Calendly.
What language does Intaker support?
Intaker supports the English language.
Who are the typical users of Intaker?
Intaker primarily serves legal professionals but is also used in home services, powersports, and related client-facing industries.