Intaker: Pricing, Free Demo & Features

Name: Intaker
Price: 80 USD
Rating: 4.7 (3 reviews)

Last Updated Jun 23, 2026

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

All Reviews

Rating Distribution

Positive

100%

Neutral

Negative

Starting Price

$80

/month/user

Intaker Specifications

Contact Management
Lead Management
Customer Communication Tracking
Deal Pipeline Management
Workflow Automation
Alerts/Notifications
Integration with Marketing Tools
Opportunity Management
Customer Segmentation
Customer Service/Support

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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.

What Is Intaker Best Known For?

Intaker is best known for real-time, AI-driven legal intake automation that instantly responds to leads across multiple channels and guides them through qualification and conversion. It excels at capturing new inquiries, collecting key case details, automating follow-ups, and moving prospects quickly toward booking consultations or signing clients—reducing missed leads and manual response work. It has AI agents that handle LSA responses, cold lead follow-up, and inbound SMS qualifications autonomously.

How Much Does Intaker Cost?

Intaker pricing starts at approximately $80/month/user. The platform uses a per-user pricing model, and final costs vary depending on firm size, feature requirements, and communication volume.

Industry listings indicate that most law firms evaluating Intaker typically fall within the following estimated monthly ranges:

Small Law Firms Or Solo Practices: Approximately $80–$300/month/user
Mid-Sized Law Firms: Approximately $300–$1,000+/month, depending on number of users and intake automation needs
Large Or High-Volume Law Firms: May exceed $1,500+/month, particularly when advanced workflows, AI automation, and multi-channel communication (SMS, chat, WhatsApp, etc.) are heavily used

These estimates are intended for general budgeting purposes only, as actual pricing depends on configuration, user count, and workflow complexity.

In addition to the core subscription cost, firms should also account for potential implementation and onboarding expenses, such as:

Implementation And Setup: Typically $1,000–$5,000+, depending on workflow customization, intake automation setup, and integrations with case management systems
Data Migration And Import: Approximately $500–$5,000, depending on the volume of client records and system complexity
Staff Training And Onboarding: Usually $500–$3,000 for legal teams adopting new intake workflows and communication tools
Third-Party Integrations: Costs may range from $500–$5,000+, depending on SMS providers, case management systems, and API connections
Ongoing Support And Optimization: May include additional monthly fees for premium support, automation tuning, or dedicated success management

Overall, Intaker buyers typically evaluate total cost based on lead conversion efficiency, intake automation depth, and communication centralization, rather than subscription price alone. Smaller firms prioritize affordability and lead capture, while larger firms invest more heavily in automation, integrations, and multi-channel client communication.

Request a custom Intaker cost quote for your business.

Disclaimer: Pricing references are based on publicly available third-party information and industry benchmarks. Actual costs may vary.

Intaker Integrations

Intaker integrates with the following third-party software, such as:

How Does Intaker Work?

Intaker is a cloud-based platform that plugs into a law firm's existing website and communication channels. Here is how teams get started:

Install the Intaker website chat widget on the firm's website to begin capturing and qualifying leads instantly
Connect existing channels like SMS, WhatsApp, Facebook Messenger, LSA, and phone into the Communications Hub for unified management
Set up Workflows to automate follow-up texts, calls, and reminders based on lead actions or case status
Activate AI assistants to handle inbound and outbound lead engagement, including SMS intake, responses, and follow-ups
Use Pipeline Tracking to monitor each lead's progress through the intake funnel with visual status labels
Access the Lead Activity Timeline to view every call, text, and note tied to a contact in one place
Download the Intaker mobile app on iOS or Android to manage leads, receive instant notifications, and follow up on the go
Connect to existing case management tools through native integrations

Schedule a free Intaker demo to see the full workflow in action.

Who Is Intaker For?

Intaker software serves a wide range of industries and sectors, including:

Legal
Home services

Intaker Use Cases

Based on our analysis of Intaker's current capabilities, the following scenarios represent the strongest fit:

High-Volume Personal Injury Firms Missing Leads After Hours

The firm that responds first often wins the case — and Intaker helps ensure that happens even outside business hours. Personal injury firms that receive a high volume of inbound leads often lose opportunities when inquiries come in after hours or during busy intake periods. Intaker uses AI agents and automated workflows to respond instantly, qualify for the lead based on key details, and book consultations without requiring staff availability.

Law Firms Running Google Local Service Ads (LSA)

For firms investing heavily in Google LSA, the speed of response directly impacts conversion rates. Arthur, Intaker’s LSA AI agent, responds instantly to incoming message leads, ensuring inquiries are engaged within seconds rather than minutes or hours. This helps turn high-intent LSA traffic into booked consultations before competing firms can respond. Intaker automates the initial qualification and routes ready-to-speak prospects directly to intake staff.

Multi-Channel Firms Managing Chat, Text, And Phone Separately

Law firms using multiple tools for website chat, SMS, and phone calls often struggle with fragmented communication and missed follow-ups. Intaker solves this by bringing all communication channels into a single unified intake hub. This allows intake teams to manage conversations, tasks, and lead updates in one place, regardless of where the lead originated, reducing duplication and improving response consistency.

Criminal Defense And Family Law Firms Needing Fast Follow-Up On Cold Leads

In practice areas like criminal defense and family law, potential clients often take time before making a decision. Owen, Intaker’s follow-up AI agent, automatically re-engages cold or unresponsive leads through structured follow-up sequences. This keeps the firm top of mind and increases the likelihood of converting leads that would otherwise go cold without manual outreach from staff.

Firms Integrating Intake With Existing Case Management Systems

Intaker is designed to work alongside existing legal tech stacks rather than replace them. It integrates with platforms such as Clio, Filevine, MyCase, Lawmatics, and SmartAdvocate, allowing qualified leads and client data to flow directly into existing case management systems. This makes Intaker an intake layer that enhances, rather than disrupts, established workflows.

Is Intaker Right For You?

If you are looking for a legal-specific CRM that streamlines your client intake process and secures your communications, Intaker may be the right choice. It is used to manage intake workflows where responses and communication are handled across multiple channels. It consolidates web chat, SMS, and reminders into a single system so intake-related communication can be tracked and accessed in one place.

Furthermore, Nibble's credentials speak for themselves. The platform holds ISO 27001 certification, demonstrating high data security standards. Nibble is also a recognized eCommerce Innovation of the Year winner at the UK eCommerce Awards. It is also trusted by major global enterprises, including BT Sourced, DS Smith, and Vodafone — all of whom have adopted Nibble to modernize their procurement operations at scale.

With proven results in boosting conversion, the potential for ROI makes the Nibble cost easily justifiable for complex commercial functions.

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

The platform provides a visual pipeline that organizes leads into customizable stages. Users can define each stage based on their intake or case process and move leads through the pipeline as their status changes. It displays all leads in a structured view.

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Lead Activity Timeline

The software records all interactions linked to a contact in a single timeline. This includes calls, emails, SMS messages, chat messages, and internal notes, all displayed in chronological order to show a complete history of communication and system activity for each lead.

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Virtual Inbox (Desk)

Intaker’s desk serves as a centralized inbox that instantly alerts legal teams to incoming chat leads, text messages, and updates. All items are displayed in one workspace where users can view, organize, and respond to communication in a unified interface.

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Advanced Custom Fields

Intaker allows creation of custom fields for storing structured lead and contact information. Field types include text, date, number, dropdown, and address, and can be configured based on different intake or case data requirements within the system.

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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.

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AI Agents

Intaker includes three AI agents designed for different messaging tasks. Arthur handles Google Local Service Ads responses, Owen manages automated follow-ups for inactive leads, and Jane processes and organizes incoming SMS conversations into structured intake data.

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Website Chat

Intaker includes a website chat feature that enables real-time messaging between visitors and the business. It supports structured chat flows with predefined questions to collect key information during conversations and store it for follow-up within the system.

See How It Works

Pros And Cons of Intaker

A quick look at Intaker's strengths and weaknesses to
help you decide if it's the right fit

Pros

Fast response with real-time lead alerts
Centralized communication for legal teams
Organized intake with visual pipeline tracking

Cons

The customer support is slow during peak hours
User portal is basic and limits multitasking ability

Intaker Reviews

Insights from real users on Intaker’s features,
performance, and overall experience.

Total 3 reviews

4.7

All reviews are from verified customers

Rating Distribution

Stars

67%

Stars

33%

Stars

Share your experience

Andrea

Law Practice, 11-50 employees

Less than a year

5.0

December 2023

“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

Value for money

Customer Support

Functionality

Clifford

Information Technology and Services, 11-50 employees

Less than 6 months

4.0

October 2023

“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

Value for money

Customer Support

Functionality

Lovin

Dairy, 11-50 employees

Free Trial

5.0

September 2023

“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

Value for money

Customer Support

Functionality

View All 3 Reviews

Frequently Asked Questions

Quick answers to common questions to help you better understand the product, features, and services.

What other apps does Intaker integrate with?

Intaker integrates with Google Analytics, Google My Business, Clio, Salesforce, Filevine, and Calendly.

What level of support does Intaker offer?

Intaker provides support via phone, help center and chatbot.

What types of pricing plans does Intaker offer?

Intaker pricing starts at $80.00/month. Request a custom Intaker price quotation.

Does Intaker have a mobile app?

Yes, Intaker offers mobile apps for iOS and Android.

Does Intaker offer an API?

Yes, Intaker provides an API access.

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, and related client-facing industries.