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Partner · Intaker

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.”

Where Intaker sits

  1. Website visit
  2. Handoff Chat or text conversation24/7, by practice areaIntaker
  3. Lead qualified
  4. Consult scheduled
  5. Handoff Lead in the CRMClio, MyCase, Lawmatics
  6. Matter opened
Intaker owns the front door. How it connects, routes, and hands the lead on is what the Blueprint specifies.

What does it solve?

  1. Visitors bounce without engagingAn AI chat widget captures and qualifies them in real time, by practice area.
  2. Leads go cold before the callAutomated SMS and email follow-up sequences keep new inquiries warm.
  3. After-hours inquiries vanish24/7 AI agents respond instantly across channels — including LSA message leads.
  4. Intake data never reaches the CRMDirect integration pushes the full transcript into Clio, MyCase, or Lawmatics — nothing falls through the cracks.

Common questions

What is Intaker?

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.

Where does Intaker fit 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.

Aircall: the phone half of the capture layer

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.