Intakes.io is a managed intake service for law firms in Canada. For employee-side employment firms, it handles the first reply, the screening, the consult booking and the follow-up on every inquiry, from the first message to a signed agreement. You get an intake CRM and the team that manages it. The lawyer keeps every decision.
Someone was let go on Friday, and the employer's letter says the offer closes next week. They send a message through the form on your site on Sunday night.
If they are serious, they will call back on Monday.
The inquiry waits for the first person in on Monday. By then the person has heard from two other firms.
A person with a live deadline signs with whoever answered first, and you never learn they were shopping.
The first message says "I was recently terminated" and nothing else. The date of termination, the date of the offer and the offer's deadline are all missing from the file.
The lawyer will ask on the consult.
The dates are never captured at first contact, so on Monday nobody can tell which inquiries are urgent and which can wait. The employment standards claim and the common-law claim run on different clocks, and which one applies is a legal question for the lawyer. The intake step is to record the dates.
The urgent file waits in the same queue as the rest. Intakes.io asks for the dates in the first conversation and records them, and a lawyer decides what they mean.
The lawyer sends the retainer on Tuesday. By Friday it is unopened, and no one is assigned to ask why.
Unsigned means the person said no.
Sent was treated as done. Nobody owns the gap between sent and signed.
The engagement stays in limbo, and nobody can say whether it is pending or lost.
It is a fixed monthly fee plus a one-time implementation fee, both quoted in writing after the audit. The first term is 3 months, then it runs month to month. Seats are unlimited. What moves the price is on the pricing page.
It gets a reply. Every call, form, text and WhatsApp message is answered at any hour in wording you approve. The termination date and the offer deadline are in the file when your team opens it, and anything that needs judgment is flagged for a lawyer.
No. Intakes.io screens only on the rules you approve, such as matter type, province and whether the person was an employee. A lawyer decides whether to act on every file, and anything unclear goes to a person.
No. Keep Clio or the practice management system you use. Intakes.io is the intake CRM and syncs to Clio, PracticePanther, Filevine and Smokeball, so the matter opens with the intake notes and documents attached and nothing is retyped.
No. The lawyer sends the retainer. Intakes.io tracks it from sent to signed, routes questions about the agreement to your team, follows up on the missing signature and stops the reminders once it is signed.
You bring a recent month of inquiries, and you see where follow-up stalls and which open inquiries have no owner. You also see what Intakes.io would handle and what would stay with your team. The list is yours to keep, even if we never work together.
Bring a recent month of inquiries. You see where this step stalls today.