Intaker

Automates client intake and lead management with customizable chat scripts, interactive video, and workflow sequences, streamlining law firm marketing efforts.
Law Firm Marketing Lead Management Client Intake Automation

Intaker is a law firm marketing technology that helps lawyers differentiate themselves and turn website visitors into satisfied clients. The platform includes modern automation tools to optimize the client intake process and lead management.

Intaker offers several tools to help law firms:

  • Website Chat: Includes over 1400 built-in chat scripts for different types of legal cases. Scripts can be customized to fit your law firm's needs.
  • Interactive Video: Enhance the first impression with interactive video elements at the beginning and end of chats.
  • Live Call Connect & Click-to-Call Widget: Enables website visitors to call your law firm directly from the chat interface, increasing the likelihood of inbound calls.
  • File Uploads: Users can upload evidence and photos from their phone during the chat.
  • Two-Way Texting: Send and receive text messages from the Intaker dashboard for easy communication with clients.
  • Texting Templates: Use templates to draft personal messages, like asking for reviews.
  • Team Collaboration: Multiple team members can respond to messages with one text-enabled phone number.
  • Client Intake and Lead Management: Manage leads, set reminders, log calls and track tasks in one place. Integrates with many CRMs for seamless organization.
  • Workflow Sequences: Automate follow-up emails and text messages to remind leads to take action, such as calling back or scheduling an appointment.
  • Task Automation: Automate reminders for team members to take important actions as part of the internal workflow.
  • Reporting: View performance reports to optimize automated workflows for maximum results.

Intaker also integrates with other tools like Zapier, Google Analytics, Google my Business, Clio, Salesforce and Filevine.

The pricing is based on annual subscription to all products, at $149 USD per year. The standard VAT rate may apply, depending on the user's country of residence.

Intaker is designed to help law firms maximize the efficiency and effectiveness of their marketing efforts, making it easier to connect with clients and manage leads. With advanced automation tools and integrations, Intaker helps law firms optimize their workflow and improve client satisfaction.

Published on July 23, 2024

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