Intake Lawyer review
A web-based legal intake CRM with AI chat, follow-ups, routing, and pipelines.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Intake Lawyer is a web-based intake CRM for personal injury law firms. It brings AI website chat intake together with calls, texts, and email, then supports lead qualification, assignment, pipeline tracking, follow-ups, dashboards, workflow automation, e-sign requests, and role-based access permissions. The product is aimed at firms that want one system for managing inquiries from first contact through follow-up and client signing, with plans intended for smaller teams through high-volume practices.
The published plans are Starter, Pro, and Enterprise. Starter and Pro list the same core capabilities: AI website chat intake; a call, text, and email inbox; lead qualification and assignment; pipeline tracking; automated follow-ups; and security and permissions. Enterprise adds unlimited AI auto intakes, unlimited manual leads, unlimited users, 500 GB of storage, unlimited phone numbers, and unlimited bots and workflows. Intake Lawyer is a paid product without a free plan, and the site presents a free-trial option. Firms comparing plans should focus on the usage limits for AI intakes, users, storage, communications, templates, bots, and workflows.
Its strongest fit is for teams that need basic AI-assisted intake and coordinated lead follow-up rather than a broader practice-management ecosystem. The platform covers routing, SMS follow-up, pipeline visibility, KPI tracking, and permission controls in a web interface. It does not describe appointment booking, and no official case-management integrations are identified. Firms prioritizing chat-based qualification, communications, and workflow automation should find the feature mix relevant; firms that require native scheduling or established case-management connections should consider alternatives with those capabilities.
Intake Lawyer pros and cons
- Where it wins
- AI chat captures website inquiries and supports lead qualification
- Unified call, text, and email inbox with automated follow-ups
- Pipelines, workflows, dashboards, e-sign requests, and permissions
- Where it doesn't
- Web access is the only listed platform
- Appointment booking is not part of the described feature set
- No official case-management integrations are described
Intake Lawyer fact sheet, pricing and score →
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