The front door of the intake funnel.
The single most common finding in every law-firm Blueprint: leads hit the website and disappear. Intaker closes the gap between “lead makes contact” and “lead is in the CRM with a scheduled consult.”
What Intaker is
AI-powered chat, texting, and follow-up automation purpose-built for law firms — with 1,400+ pre-built legal scripts and integrations to Clio, Lawmatics, Filevine, MyCase, and more. The firm that replies first usually wins the case; Intaker responds in seconds, around the clock.
What it solves
Visitors bounce without engaging
An AI chat widget captures and qualifies them in real time, by practice area.
Leads go cold before the call
Automated SMS and email follow-up sequences keep new inquiries warm.
After-hours inquiries vanish
24/7 AI agents respond instantly across channels — including LSA message leads.
Intake data never reaches the CRM
Direct integration pushes the full transcript into Clio, MyCase, or Lawmatics — nothing falls through the cracks.
Where Intaker fits in the Blueprint
Intaker is typically specified inside the Intake & Referral Architecture module. We don’t just recommend it — we specify how it connects to the rest of the stack, what data it captures, how it routes to the intake coordinator, and which leads qualify for instant scheduling. Paired with Aircall (phone), the two form the complete intake-capture layer of the Future-State Operating Model.
Before you build anything else
Design the future of your firm before anyone starts clicking.
A 20–30 minute Future Design Call decides whether the right next step is a Blueprint, a Sprint, or simply a referral. No pitch. Just clarity.
Not a fit if you already know exactly what to build and just need a builder. We'll happily refer you.