Intake Software

byIntake

Intake is a client intake and document collection software designed to streamline the process of gathering information and documents from clients. It allows professionals to send a single link through which clients can fill out forms, sign PDFs, and upload necessary documents. The platform utilizes AI to automatically organize and classify the received documents, enhancing efficiency and reducing manual effort.

Features

  • Drag-and-drop form builder for creating custom intake forms
  • Fillable PDF forms with e-signature capabilities
  • AI-powered document classification with over 95% accuracy
  • Automated email reminders to clients
  • Mobile-friendly client portal accessible without login
  • In-browser document preview for PDFs and images
  • REST API, webhooks, and native MCP server for integrations
  • Customizable branding with firm’s logo and colors
  • Bank-level 256-bit encryption for data security

Categories

Legal Workflow AutomationDocument ManagementLegal CRM & Client Intake

Product Details

Pricing
Freemium
Deployment
Cloud
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