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Intaker

Intaker

Last Updated Oct 23, 2025

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.

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Overall Rating

Based on 3 users reviews

4.7

Rating Distribution

Positive

100%

Neutral

0%

Negative

0%

Starting Price
Custom

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

Intaker pricing starts at $80.00/month. Request a custom Intaker cost quote for your business.

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:

To see these integrations in action, watch a free Intaker demo.

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.

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

Frequently Asked Questions

Yes, Intaker provides an API access.

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

Intaker provides support via phone.

No, Intaker does not have a mobile app.

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

Intaker supports the English language.

Intaker primarily serves legal professionals but is also used in home services, powersports, and related client-facing industries.