IntakeAI

At a glance

• Editor score
  7.1 / 10
• Pricing
  Free plan · 30-day trial
• Best for
  Small firms wanting low-cost website intake
• Free plan
  Yes
• Paid from
  $99/mo
• Lead qualification
  Yes
• Facts checked
  20 Sep 2026

• Where it wins

  • Free Starter plan includes chat, lead capture, Calendly, and branding
  • Qualifies leads by practice area and case type
  • Paid plans add analytics, exports, and Zapier integration

• Where it doesn't

  • Platform coverage is limited to the web
  • Integrations are limited to Calendly and Zapier
  • Workflow depth is limited for firms needing broader intake systems

Our verdict on IntakeAI

IntakeAI is a website chat widget for law firms that automates prospective-client intake. It captures names, phone numbers, email addresses, and case summaries, then qualifies leads by practice area and case type. Qualified visitors can book consultations through Calendly, while firms receive lead summary emails. IntakeAI also supports custom branding, lead tracking, conversion analytics, and CSV export. It is designed for legal professionals and provides intake automation rather than legal advice.

The published monthly plans make the product accessible to smaller firms. Starter costs $0 per month and includes one chatbot, lead capture and email alerts, Calendly booking, and custom branding. Professional costs $99 per month and adds one fully branded chatbot, automatic Calendly booking, case-type qualification, instant lead summary emails, and a lead tracking dashboard. Growth costs $199 per month and adds three chatbots, unlimited conversations, multiple practice areas per bot, CRM export, Zapier integration, and removal of IntakeAI branding. A 30-day trial is also available.

IntakeAI fits firms that want a focused web intake layer connected to Calendly, with Zapier available on Growth and CSV export for lead handling. Its narrow platform coverage and limited integration set make it less suitable for firms seeking broader legal software connectivity or deeper workflow orchestration. Small firms that mainly need website chat, qualification, booking, and notifications should find the plan structure easy to evaluate; firms requiring a wider ecosystem should choose a more expansive alternative.

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IntakeAI pricing

All 3 IntakeAI plans and prices →

IntakeAI fact sheet

IntakeAI integrations

IntakeAI lists 2 integrations on its own site.

• Calendly
• Zapier

Alternatives to IntakeAI

• ZaydaAffordable AI intake for firms that need broad communication and pipeline tools.9.3
• IntakerA broad legal intake system for firms converting leads across chat, SMS, calls, and more.9.2
• LawmaticsA broad legal intake CRM for firms that need connected workflows beyond lead capture.9.1

See all IntakeAI alternatives →

Featured on iTechGuides

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

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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

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Last updated 7 Oct 2026 · How we research and update