CasePlus AI vs Intaker

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.

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.