CasePlus AI vs IntakeAI
CasePlus AI
caseplus.aiIntakeAI
getintakeai.comSide by side
| Figure | CasePlus AI | IntakeAI |
|---|---|---|
| Price from | $99/mo | $99/mo |
| Free plan | — | Yes |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Plans published | 9 | 3 |
| Spec score · Legal Intake Software | 7.9 (#8) | 8.1 (#6) |
| Integrations | Firms can enable integrations that forward lead data to Clio, Slack, Zapier, or a custom webhook; the support page says native Clio integration is live. | The site describes Calendly booking and lists CRM export plus Zapier integration on the Growth plan. |
| Limitations | CasePlus states that it is not a law firm or a substitute for legal advice, and that AI outputs may be inaccurate and should be reviewed before use. | The terms say the AI may misunderstand queries and do not guarantee that the chatbot will capture every lead or that leads will be viable cases. |
| Purpose | CasePlus AI provides AI-assisted client intake software for plaintiff law firms through a website widget and phone line. | IntakeAI captures leads, qualifies cases, and books consultations on law firm websites 24/7. |
| Security | The privacy policy says visitor contact information is encrypted at rest with AES-256-GCM, connections use TLS, and detected Social Security numbers, card numbers, and birth dates are scrubbed from transcripts before persistence or LLM transmission. | The privacy policy says data is processed through encrypted HTTPS connections and API communications use industry-standard authentication. |
| Support | Support is available by email and in-app chat, and the support page says most weekday replies arrive within four business hours. | The contact page says IntakeAI responds to every message within 24 hours, usually faster. |
Plans
CasePlus AI
- AI Demand Letter Drafting$99 a month
- Client Follow-ups + SMS Updates$99 a month
- AI Document Analysis + Case Value$149 a month
- SEO Content Engine$149 a month
- Starter$299 a month
- Professional$499 a month
- AI Phone Intake Line$699 a month
- Everything Bundle$1,199 a month
- EnterprisePriced on request
In their own words
CasePlus AI
CasePlus AI is web-based client intake software for plaintiff law firms, using a website widget and phone line to gather incident details and assess liability, damages, statute of limitations, jurisdiction, and insurance in real time. Its document-analysis add-on reads accident photos, police reports, and medical records, then estimates a settlement or verdict range with reasoning linked to those documents. A separate add-on drafts demand letters from intake conversations, uploaded files, and case-value analysis; the letters should be reviewed by an attorney. Lead data can be forwarded to Clio, Slack, Zapier, or a custom webhook. Starter costs $299 a month and Professional costs $499 a month; new customers can begin a 30-day trial without a credit card. The widget is installed with a script tag, and instructions cover WordPress, Squarespace, Webflow, Wix, and raw HTML. CasePlus says it does not train AI models on customer data or sell personal information. It also cautions that its AI output may be inaccurate and is not legal advice.
IntakeAI
IntakeAI adds a website chat widget for law firms to collect prospective clients’ details, qualify cases, and arrange consultations. The widget asks visitors for a name, phone number, email address, and case summary. A bot trained on a firm’s practice areas can accept relevant inquiries or decline those outside its scope; qualified visitors can book through Calendly. After intake, the firm receives an email with the lead’s contact details, case type, and conversation. The widget can be added to WordPress, Squarespace, Wix, or a custom HTML site using a script tag. IntakeAI collects information and schedules consultations, but does not provide legal opinions, case-outcome advice, or strategy. The free Starter plan allows one chatbot and 50 conversations per month. Professional costs $99 a month for one chatbot and 500 conversations; Growth costs $199 a month for three chatbots and unlimited conversations. The web service also lists a 30-day trial.