Your intake.
Running itself.
We built it. We set it up. You just practice law. IntakeGenius is legal intake software for small and mid-sized firms: an AI voice agent, a built-in CRM and automated booking, with nothing to install and nothing to figure out.
Measured at Punchwork, where the AI agent has answered nights and weekends since December 2025. Case value comes from cases opened when the agent answered and scheduled the potential client.
Stop losing clients between 5pm and 9am.
We answer. We qualify. We book.
Most small firms lose their best leads after hours. Calls go to voicemail. Forms sit unanswered. Follow-ups never happen. You don't have a lead problem. You have an intake leak.
Our AI agent picks up every call, runs a real intake conversation and drops qualified intakes straight into your CRM. No call center. Nothing required from you.
What is legal intake software?
Legal intake software captures a prospective client's details, decides whether the case fits your firm and moves the person toward a signed retainer. It replaces voicemail, web forms nobody checks and sticky notes with one repeatable process.
A complete system covers four jobs: answering the contact, qualifying it, recording it and booking the next step. IntakeGenius does all four, and adds people when you want them.
- Caller
- [Sample caller name]
- Practice area
- Estate planning
- Urgency
- Standard
- Summary
- Adult child calling about updating a parent's will and trust.
- Next step
- Consultation booked by SMS. Brief sent to your intake specialist.
Everything intake needs, set up before you log in.
We configure your pipeline stages, practice areas and automations. You just practice law.
Answers, qualifies and books.
Picks up every call, day or night, and runs a real intake conversation trained on legal work. It stays calm with distressed callers.
How the AI agent worksEvery lead scored.
Practice area, urgency and timeline are captured, so your team works the best intakes first.
First call to signed retainer.
Our own CRM, configured for your practice areas and pipeline stages. Unlimited seats for everyone in your firm.
About IntakeCRMConsults booked by text.
An SMS link goes out the moment the call ends, so the client books while they're still engaged.
No-shows and unsigned retainers, chased.
Five-touch consult reminders, and the retainer goes out for e-signature minutes after the consult, with follow-ups if it sits unsigned.
A full-time intake specialist.
We recruit a specialist for your firm, train them in legal intake before day one and run their payroll. They work only for you.
Explore intake staffingFrom first call to signed client.
Five steps. Zero effort on your end.
- Step 01
Initial contact
A potential client calls. The AI agent answers professionally and begins intake. Every call is captured and logged.
- Step 02
Qualification
Practice area, urgency and timeline are captured, so your team knows which intakes to work first.
- Step 03
CRM entry
A profile is created with full notes and a lead score the moment the call ends.
- Step 04
Booking
An SMS link goes out instantly. The client picks a time and gets a confirmation.
- Step 05
Ready to retain
Your intake specialist gets a full brief before the consultation. If it's a fit, the retainer is signed and the client moves to the attorney.
A calm voice for callers who aren't.
Our AI agent isn't a generic chatbot. It's trained specifically on legal intake: what to ask, when to press for detail and how to stay steady when a caller is distressed. Every call is recorded, transcribed and pushed into your CRM.
- Complete intake automation. Case details captured, no forms required.
- Legal-specific intelligence. Understands practice areas, urgency signals and client context.
- Instant CRM entry. New contact with full notes the moment the call ends.
- Seamless booking. The client gets an SMS to book their consultation right after the call.
Built for firms where intake decides the case.
The questions a probate firm asks aren't the ones an immigration firm asks. Pick yours to see how intake runs for firms like yours.
Intake data lands where your team works.
IntakeCRM integrates natively with MyCase and Clio. Mark an intake Hired and the client and case are created in your case system, notes and documents included. Use something else? If it has an API, we can build the connection.
See integrationsCommon questions about legal intake software.
Short answers, written for firm owners and office managers.
How is this different from a legal CRM?
A CRM stores intakes. IntakeGenius also does the work that fills it: answering the call, running the conversation and booking the consultation. The CRM is included.
Does it replace my intake staff?
It handles the calls nobody can take, especially after hours. Want a person on the team too? We can place a full-time intake specialist with your firm, trained in legal intake before day one. Intake staffing
Will it work with my practice management software?
Yes, if you use MyCase or Clio. IntakeCRM integrates natively with both. Mark an intake Hired and the client and case are created in your case system, so nobody retypes them. Use something else? If it has an API, we can build the connection. See integrations
What does it cost?
Plans start at $299 a month for the AI agent and $499 a month for the full intake stack. There's no setup fee, and every price is on our pricing page.
What does setup involve?
We set up your pipeline stages, practice areas and automations. There is nothing to install.
Which practice areas do you work with?
Family law, criminal defense, immigration, estate planning, probate, bankruptcy, plaintiff-side employment and personal injury. Each one gets intake questions built for that kind of case.
If it captures one more case a month, it pays for itself.
See it answer a real intake call, then see the CRM it feeds.
Plans start at $299 a month. See every price