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Captorra Intake

#19 of 27 in Client Intake SoftwareLegal CRM SoftwareLegal Workflow Automation Software

Captorra Intake: A legal intake workspace for qualifying leads, following up, and tracking conversion. Ranked #19 of 27 in Client Intake Software by our editors (7.4/10); pricing: Pricing on request; best for legal lead qualification and follow-up.

7.4/10Editor score
Captorra Intake7.4 Visit Captorra

At a glance

  • Editor score
    7.4 / 10
  • Pricing
    Pricing on request
  • Best for
    Legal lead qualification and follow-up
  • Facts checked
    20 Sep 2026
  • Where it wins

    • Configurable forms and scripts support lead capture and qualification.
    • Automates email and SMS follow-up with built-in calling and texting.
    • Connects legal case-management, communication, and lead-provider systems.
  • Where it doesn't

    • Pricing requires contacting sales.
    • Web access is the listed platform.
    • Portal, document-upload, and payment features are not included.

Our verdict on Captorra Intake

Captorra Intake is web-based client intake software from Internet Brands for law firms managing prospective-client inquiries. It covers the process from lead entry through qualification and conversion, with configurable intake forms and scripts, communication history, tasks, milestone tracking, electronic signing of fee agreements and sign-up packages, and referral management. Firms can also use marketing ROI dashboards and automated reporting to review lead sources and conversions.

The published plans are Captorra Ready and Captorra Enterprise. Both list lead entry, lead communication, lead intake, qualification and conversion, third-party case-management integration, referral management, and ROI reporting. Pricing uses a contact-sales model. The product’s workflow spans automated email and SMS responses, built-in phone and texting, electronic signing, and API posting for creating leads. Workflow automation is conditional, making the exact process configuration an important consideration for firms with specific intake paths.

Captorra Intake fits firms that want legal lead qualification and follow-up connected to broader practice-management workflows. Integrations include Zapier, Microsoft, Twilio, Scribe, Google, Shoretel, Gmail, Outlook, RingCentral, Microsoft Teams, Needles, TrialWorks, Client Profiles, Prevail, and FileVine, alongside connections for case-management systems, lead providers, communication tools, and websites. Referral management includes a referral portal, while reporting focuses on lead sources, conversions, and marketing ROI. Firms seeking a focused intake and conversion system should consider it; those requiring verified client portals, document uploads, or payment handling should choose a product with those capabilities.

Your product? Our editors can test Captorra Intake in depth and publish a review, labelled as paid · from $149/mo →

Captorra Intake pricing

Plans Pricing on request No free plan — trial or paid only. Prices checked 20 Sep 2026.
See plans on captorra.com

All 2 Captorra Intake plans and prices →

Captorra Intake fact sheet

Free planNot verified
Paid fromNot verified
Client portalNot verified
E-signaturesYes
Document uploadsNot verified
Workflow automationConditional
Payment collectionNot verified
Custom brandingNot verified
DeploymentCloud
PlatformsWeb
SupportEmail, Docs
Built forSmall business, Mid-market, Enterprise (editorial estimate)
Integrations45+ integrations: Zapier, Microsoft, Twilio, Scribe, Google, Shoretel … See all →
PricingPricing on request (source)
Websitecaptorra.com
Facts checked20 Sep 2026

Captorra Intake integrations

Captorra Intake lists 45+ integrations on its own site — the 20 named here are the ones its pages call out.

  • Zapier
  • Microsoft
  • Twilio
  • Scribe
  • Google
  • Shoretel
  • Gmail
  • Outlook
  • RingCentral
  • Microsoft Teams
  • Needles
  • TrialWorks
  • Client Profiles
  • Prevail
  • FileVine
  • ProLaw
  • TimeMatters
  • Aderant Total Office
  • Smart Advocate
  • LawBase

See all Captorra Intake integrations →

Alternatives to Captorra Intake

See all Captorra Intake alternatives →

Also Ranked In

Captorra Intake is ranked in 3 of our directories.

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Featured on iTechGuides

Featured on iTechGuides — Captorra Intake 7.4/10

Captorra Intake is listed in our Client Intake Software directory. Add the badge to your site — it links back to this page.

<a href="https://www.itechguides.com/products/captorra-intake/"><img src="https://www.itechguides.com/best/badge/captorra-intake.svg" alt="Featured on iTechGuides" width="230" height="46"></a>

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

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