Your intake and follow-up, run for you.
Intakes.io builds and operates your firm's client intake and follow-up workflows. Every lead answered, qualified, followed up, and booked. AI where it's fast, humans where it matters.
Built on the tools your firm already trusts
A service, with software inside it
Answering services take messages. CRMs give your staff another tool to learn. Intakes.io is a different arrangement: we design your intake and follow-up workflows, build them on a CRM, and then run them for you, month after month. Your team never opens a workflow builder.
Every inquiry gets a response in minutes
Phone calls, web forms, and texts get answered during business hours and after. The 9 p.m. inquiry is handled the same way as the 10 a.m. one.
Qualified against your criteria
Your practice areas, your disqualifiers, your escalation rules. Your team spends its time on consults, not screening calls.
Followed up until it books or closes out
AI text follow-up chases every unbooked lead and every no-show, under captured, time-stamped CASL consent. Any reply can pull a human in.
Retainers signed while the lead is warm
Retainer packages go out with payment built in through LawPay, so trust and operating funds stay properly separated and signing happens from the client's phone.
No-shows rebooked, cold leads chased
Missed consults get rescheduled automatically instead of written off, and unbooked leads keep getting followed until they answer or opt out.
Humans run the service
We monitor and tune the workflows month over month. Escalations route to your intake team, and any caller who asks for a person gets one.
One system, one accountable partner
We run your workflows on the systems plaintiff firms already use: your practice management platform (Clio, PracticePanther, MyCase, Leap), LawPay for trust-compliant payments, and RealAML for client identification and verification. We keep them in sync so your file matches your CRM.
Compliance is the product, not the fine print
Client identification and verification operated through RealAML. CASL consent captured and time-stamped on every text. PIPEDA-conscious data handling. Marketing that holds to LSO Rule 4.2-1, including ours: every statistic on this site is source-traceable.
LSO Rule 4.2-1
CASL and PIPEDA
Client ID: By-Law 7.1
The leads are calling. The industry stopped answering.
of law firms' incoming calls were answered in 2024 (Clio, 2024 Legal Trends Report)
were answered in 2019. Phone accessibility is falling, not rising (Clio)
of callers who reach voicemail hang up without leaving a message (Legal Navigator, 2025)
Start with your real numbers
Book a 30-minute intake audit. We pull your call volume, answer rate, and follow-up gaps, and show you what the workflows would look like for your firm. No deck, no feature tour.
