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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

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Plecto

eviivo

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.

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Need a Custom AI Agent?

Let's build tailored AI agents designed to match your unique workflows, goals, and business needs — just drop us a line.

Request AI Agent

Need a Custom AI Agent?

Let's build tailored AI agents designed to match your unique workflows, goals, and business needs — just drop us a line.

Request AI Agent