Intaker
go.intaker.com
What it is
Intaker is an AI intake platform for law firms, built to handle new prospects and follow-up across chat, text, LSA, WhatsApp, Meta and phone. Website chat can gather case type, urgency and location, book meetings, connect calls and sign clients in chat. AI agents automate intake, scheduling and follow-up: Arthur handles LSA leads, Owen prepares cold leads for calls, and Jane captures and qualifies inbound SMS leads. A shared workspace brings chat, text, email, calls and tasks together, with team texting from a shared number. Visual pipelines track lead progress, and routing can assign leads by case type, availability or location. No-code workflows can trigger messages, tasks, pipeline updates, follow-up sequences and live call connections. Intaker lists 40+ native integrations and 3,000+ Zapier connections. Its iOS and Android apps support notifications, follow-up and pipeline management; the service also runs on the web. A free plan is available. Enhanced Services is a paid monthly subscription with usage-dependent fees; no price is listed.
Spec sheet
- Integrations
- Intaker advertises 40+ native integrations and 3,000+ Zapier connections.Read 30 Sep 2026 · go.intaker.com
- Mobile apps
- The Intaker mobile app is available for iOS and Android and provides notifications, follow-up and pipeline management.Read 30 Sep 2026 · go.intaker.com
- Support
- Intaker provides a Help Center with billing, chatbot, lead management, integrations and account-settings topics, plus a contact-support option.Read 30 Sep 2026 · help.intaker.com
- Headquarters
- Beverly Hills, California, United StatesRead 23 Sep 2026 · go.intaker.com
- Account limit
- A single login may be used by only one person; shared logins are not permitted.Read 30 Sep 2026 · intaker.com
- AI agents
- AI agents automate intake, follow-up and scheduling; Arthur handles LSA leads, Owen primes cold leads for calls, and Jane captures and qualifies inbound SMS leads.Read 30 Sep 2026 · go.intaker.com
- Communications hub
- The communications hub unifies chat, text, email, calls and tasks in one workspace with shared-number team texting.Read 30 Sep 2026 · go.intaker.com
- Company profile
- Intaker is a privately held technology company headquartered in Los Angeles, California, and founded in 2019.Read 30 Sep 2026 · linkedin.com
- Customer base
- Intaker states that more than 2,000 law firms use its platform.Read 30 Sep 2026 · go.intaker.com
- HIPAA
- Organizations handling PHI must execute Intaker’s non-negotiable Business Associate Agreement to enable the HIPAA-compliant version.Read 30 Sep 2026 · intaker.com
- Lead channels
- The platform reaches prospects through chat, text, LSA, WhatsApp, Meta and phone.Read 30 Sep 2026 · go.intaker.com
- Lead management
- Visual pipelines track the lead lifecycle, while routing can assign leads by case type, availability or location.Read 30 Sep 2026 · go.intaker.com
- Primary purpose
- Intaker is an AI intake engine built for law firms to respond to leads, automate follow-up and increase signed clients.Read 30 Sep 2026 · go.intaker.com
- Service age limit
- Intaker’s services are available only to individuals aged 13 or older.Read 30 Sep 2026 · intaker.com
- Website chat
- Website chat captures case type, urgency and location, and can schedule meetings, connect calls and sign clients in chat.Read 30 Sep 2026 · go.intaker.com
- Workflow automation
- No-code workflows can trigger texts, emails, tasks, pipeline updates, follow-up sequences and live call connects.Read 30 Sep 2026 · go.intaker.com
Plans and prices
Strong points and limits
Strong points
- Website chat captures case type, urgency and location.
- Routing can use case type, availability or location.
- No-code workflows automate messages, tasks and follow-up.
- Available on Android, iOS and web.
- Free plan available.
Limits
- Enhanced Services fees vary by usage; no price listed.
- One login may be used by only one person.
- HIPAA-compliant version requires a Business Associate Agreement.
- Service is limited to people aged 13 or older.
Who it suits
Intaker suits law firms that need to capture and route leads across multiple channels, automate follow-up, and manage intake in one workspace. Organizations handling PHI must execute its Business Associate Agreement to enable the HIPAA-compliant version.
Verdict
Intaker combines multi-channel law firm intake with automated follow-up, lead routing and pipeline management. Consider its single-person login rule and usage-based, unlisted subscription fees before choosing it.
Where Specifiction places it
- Legal Intake Software#16 of 257.4