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.
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
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.
See How It WorksTrack 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.
See How It WorksIntaker’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.
See How It WorksCapture 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.
See How It WorksIntaker 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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