How much does Intakes.io cost?
Intakes.io is a fixed monthly fee plus a one-time implementation fee. Both depend on your setup: the systems that need a custom integration, the volume of inquiries and messages, and the channels you want covered. We quote both in writing after a 30-minute audit. The first term is 3 months, then month to month.
The 30-minute audit is free.
What the monthly fee covers
One fixed fee for the CRM and the team that manages it.
Your intake CRM, branded for you, unlimited seats
Every inquiry answered, screened, booked and followed up, day and night
Signature follow-up on the retainers you send
A written plan after the audit, a weekly call during build and launch, a monthly review once live
Support by email or Slack every business day
Training per person and written documentation
What the quote depends on
Which of your systems need a custom integration: practice management, payments, e-signature, phone. How many inquiries and messages move through intake in a month. Which channels and hours you want covered. How many intake paths you run across practice areas. The answers set both fees, and you get them in writing after the audit, before anything is built.
What is not charged
No charge per seat, per licence or per user. Text and email usage varies a little with volume and is shown on the invoice.
The break-even
One extra signed retainer a month more than pays for it. In the audit we work that number out against your own inquiries.
Questions about pricing
The first term is 3 months, then it runs month to month. The implementation fee is paid once, at the start, and is separate from the monthly fee.
The 30-minute audit is free. You leave with a written list of where your inquiries drop off, whether or not we work together.
Not always. An answering service bills per call or per minute and takes a message. An intake CRM bills per user and still has to be operated by someone. Intakes.io charges a fixed monthly fee for the CRM and the team that manages it.
No. The fee is fixed. Legal judgment and the decision to take on a client stay with the firm, so we never price per outcome.
After the audit, in writing, with what is included. Monthly fees start at CAD $3,000 and move with volume and the integrations you need. The implementation fee is quoted at the same time.
Book a 30-minute audit on your numbers.
Bring a recent month of inquiries and the steps your team follows today. We show you where inquiries drop off and who was supposed to follow up.
The list is yours to keep, even if we never work together.