Intaker
Intaker is a robust legal CRM platform designed to cater to the specific needs of law firms by streamlining lead management, engagement, and operational workflows. The platform is structured into product groups, each targeting a key functional area.
Dashboards
Similar Integrations
How to Optimize Your Workflow with This Integration
Sales
Lead Intake Assistant
Capture and qualify website leads via AI-powered conversation and get syncs to CRM.
Legal
Client Pre-Screening Bot
Gather client info and filter unqualified inquiries before attorney review.
Customer Support
24/7 Inquiry Responder
Answer FAQs and route requests automatically outside of business hours.