Intaker

Intaker is a cloud-based intake automation platform designed specifically for law firms, enabling them to capture, qualify, and follow up with prospective clients across multiple channels, including website chat, SMS, phone, WhatsApp, Facebook/Meta, and Google Local Services Ads. The platform offers AI agents trained on legal workflows to automate intake conversations, lead qualification, and follow-up sequences, integrating seamlessly with commonly used legal practice management and CRM systems. Intaker's features include website chat tools that deliver interactive, video-first intake experiences, AI agents that handle lead engagement autonomously, two-way texting capabilities, workflow and follow-up automation, an LSA responder for rapid replies to Google Local Services Ads leads, a communications hub that consolidates various messaging channels, and live call connect functionality to transition leads from chat to live phone calls. Additionally, Intaker provides a mobile app for iOS and Android, allowing staff to manage leads and receive notifications on the go.