CaseGen vs Intaker

CaseGen is a web-based AI receptionist and intake platform made for law firms and attorneys. Its agents answer inbound calls around the clock, filter unwanted calls, handle new leads, existing clients and third parties, and route selected high-value leads for live transfer. The system supports intake workflows, prospect follow-up, case-detail collection, appointment booking, and text requests for case photos and documents. For personal-injury matters, Maya tracks medical treatment, and an agent can contact providers about treatment status. Call records include analytics, summaries, real-time transcripts and playback. CaseGen lists integrations with Filevine, Clio, Zapier, Google Sheets, Calendly, LawPay, PracticePanther, Smokeball and MyCase. Firms can forward calls from Vonage, RingCentral or another phone system to an assigned CaseGen number. Pricing is customized to call volume, billed per call month to month, with an implementation fee. CaseGen says it does not provide legal advice or guarantee business outcomes.

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.