For plaintiff firms with 100+ inquiries a month
Every inquiry gets a reply within a minute. Someone on your team owns it until the retainer is signed or closed.
Pick a time on the next screen. We'll look at one recent month of your inquiries together.
Or find the gaps in your follow-up firstSomeone with a severance offer fills in forms at three firms on a Tuesday night. Two of them call back on Thursday. The one that replied within a minute already has the consult.
“I called 35 attorneys. 15 responded.”
We build it in your wording. You approve every message, and you can see where each inquiry stands at any time.
Each reply goes out on the channel the person used, with a link to book the next free slot in your rotation.
One conversation per person across text, email and WhatsApp, with every message in one thread on their record. We chase every unsigned retainer.
Some people who write in are not a fit, and some are in distress. When an inquiry goes quiet, the next message fits the person’s situation, your practice area and the rules you approved.
See every inquiry by source, person and retainer type on a live board. Pending is never counted as lost.
Signed matters go to Clio or your practice management system automatically, with the details your lawyers need.
Here is what happens after someone with a severance offer fills in your web form on a Tuesday night.
The form arrives. A text and an email go back within a minute, with a few questions and a booking link.
They book a free consult for Thursday at 10:00 with the next person in your rotation. That person now owns it.
A reminder goes out an hour before. Had they missed it, a rebooking would have started the same day.
The lawyer completes one short form and the retainer goes out for e-signature from the inquiry.
Signed before work. The stage moves, your team is notified and the dashboard counts it.
An example inquiry. The times show the sequence, not a client's record.
Why us
Intakes.io is a managed intake service that follows every inquiry to signed or closed.
The offer has a deadline and the person is already calling around.
02How it is safe to reach the person is asked first, and kept.
03The dates are recorded before the contingency agreement is signed.
04Each inquiry is routed by practice area to the right rotation.
Firms with about 100 inquiries a month or more, where a signed retainer is worth $5,000 or more.
We build it with your wording and inside your rules. Nobody at Intakes.io gives legal advice.
Inquiries grew 1.6 times. Signed retainers grew 2.8 times. The case history shows what changed, and what it doesn't prove.
Read the case historyGet started
This call will cover Intakes.io’s services and how we can help you build an intake system to help you win more cases from inquiries you already have.
FAQs
Frequently Asked
Questions
No. Clio keeps matters, billing and documents, and you can keep your answering service if it works. Someone still has to follow up after the message is taken, and that is the part we handle.
Someone at your firm. The booking sets the owner from the rotation you choose, and anyone on your team can see where every inquiry stands.
Every message is one you approved. Anything that needs judgment goes to your team, and nobody at Intakes.io gives legal advice.
We go through one recent month of your inquiries with you: signed, pending, lost and unfollowed. The list is yours to keep.
A one-time implementation fee and a fixed monthly fee.
Plaintiff firms in employment, family, personal injury and disability, and firms with several practice areas, at about 100 inquiries a month or more.
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