When someone contacts your firm through your website, IntakeDesk emails them back within a minute — day or night — and keeps every inquiry in one place so you always know who to call next. That one quick reply is often the difference between a signed client and a client who hired the firm down the street.
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The AI intake system
AI proactively greets visitors with a friendly, professional message — no forms to fill, no waiting.
Smart qualification: case type, estimated timeline, budget range, and jurisdiction — all in natural conversation.
Automated scheduling syncs with your calendar. Client picks a time. Confirmed instantly. Zero back-and-forth.
Lawyer gets instant notification. CRM auto-populated. All lead details attached. Ready before the call.
Automated SMS and email reminders. Post-consultation follow-up. No lead ever falls through the cracks again.
In depth
An AI intake system is the difference between a lead that becomes a client and one that becomes your competitor's client. It works around the clock to engage, qualify, book and follow up — automatically. Here's how it works end to end, what it integrates with, and why the return is so direct for law firms.
For most firms, one signed case is worth thousands to tens of thousands of dollars. A receptionist who can handle 15 calls an hour drops the other 15 when volume spikes — and after hours, everyone goes to voicemail. When a $15,000 case walks because no one answered at 8 PM, the cost of missing leads dwarfs the cost of the system that would have caught them. AI intake exists to close that gap.
People don't wait and they don't like forms. AI intake proactively greets visitors with a natural, professional message — no form to fill, no waiting for a callback. That first-second engagement is what keeps a prospective client on your site instead of hitting the back button to the next firm.
In under 90 seconds, the system establishes case type, timeline, budget range and jurisdiction through conversation — not an interrogation. Qualified leads move forward; poor-fit inquiries are filtered out before they consume an attorney's time. Your team only talks to people worth talking to.
Qualified leads book directly into your calendar — client picks a time, it's confirmed instantly, the attorney is notified, and the CRM is populated with the full lead detail before the call even happens. No phone tag, no back-and-forth, no lead going cold overnight.
Automated SMS and email reminders reduce no-shows, and post-consultation sequences keep leads warm until they sign. The system does the disciplined follow-up that busy human teams inevitably let slip.
The intake system integrates with Clio, MyCase, PracticePanther, Lawmatics and more, slotting into your current workflow rather than replacing it. Setup is designed around how your firm already runs.
Three simple steps. No new software to learn for your team, and nothing for your clients to download.
You get one simple link. Put it behind the “Request a Consultation” button on your website — most firms do this in five minutes, or their web person does.
A visitor tells you their name, phone number and what they need help with. They immediately receive a friendly email from your firm, and you get an alert with their details.
Every inquiry is saved in your account, in order. Your daily list shows who is waiting, who is overdue, and who to call today — so no one slips through the cracks.
Want to feel it first? Submit a test inquiry as if you were a client, and watch the instant reply land in your inbox.
Try it yourself — send a test inquiryStart free for 14 days. No card required to start, and you can cancel anytime.
The email goes out within a minute of the form being submitted — including evenings, weekends and holidays, when your office is closed and other firms are not replying either.
Only one small thing: link your consultation button (or a new button) to the form link we give you. Everything else about your website stays exactly as it is.
You get the full product for 14 days, with no card required. Add your form link, send yourself a test inquiry, and use it with real clients. If it is not for you, simply stop — you will not be charged.
Only you and the people you give accounts to. Your firm’s inquiries are kept separate from every other firm.
Yes. You can edit the subject and wording of the instant reply in your settings, so it sounds like your firm.
It's an automated system that engages every website visitor, qualifies them by case type, jurisdiction, timeline and budget, books qualified leads into your calendar, and runs follow-up — 24/7. It captures and converts the leads that manual, business-hours-only intake misses.
A contact form makes prospects wait; an answering service takes a message. AI intake engages instantly, qualifies in natural conversation, and books the consultation on the spot — turning an inquiry into a confirmed appointment before a competitor can respond.
It integrates with major legal CRMs and practice-management tools including Clio, MyCase, PracticePanther and Lawmatics, along with your calendar and communication tools, fitting into your existing workflow.
