Stop losing clients to slow intake.
IntakeIQ automates the legal intake process from first contact to scheduled consultation — conflict check, booking, and CRM entry included. Currently in development for pilot law firms.
Join the waitlistThe problem
Most law firms are leaking prospective clients at the intake stage — not because they don't care, but because the intake process wasn't built to handle volume. Here's what that looks like in practice:
- Prospective clients fill out a web form and wait 2 days for a response
- Conflict checks done by hand — searching email, spreadsheets, or memory
- Back-and-forth scheduling takes 3–5 emails per appointment
- Leads fall through the cracks when intake isn't logged in the right system
The prospective client who called three firms and got an immediate response from one of them isn't waiting for your callback. They already signed with someone else.
What IntakeIQ does
Automated intake flow
A guided intake experience for prospective clients — collects the right information upfront so attorneys can make faster decisions.
Instant conflict check
Runs a conflict check against your existing client database the moment a new inquiry comes in. No more manual cross-referencing.
Appointment booking
Prospective clients can book their consultation directly — no back-and-forth emails, no phone tag. Integrated with your calendar.
CRM sync
Every intake automatically syncs to your CRM. All contact data, case type, conflict status, and appointment details in one place.
Pricing
IntakeIQ is currently in development and available to pilot law firms. We're working with a select group of early adopters to shape the product before general release. Pilot pricing is customized based on firm size and practice area.
Interested in being a pilot firm?
We're selecting pilot firms now. Early access means direct input into the product roadmap and locked-in pilot pricing.
Join the waitlist