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IntakeAI
What it is
IntakeAI is a web chat widget for law firm websites that collects prospective clients’ details, qualifies inquiries, and helps book consultations. It asks visitors for a name, phone number, email address, and case summary, then can route qualified leads to Calendly. Firms can configure the bot around their practice areas so it can accept relevant matters or decline those outside scope. After an intake, the firm receives an email with the lead’s contact details, case type, and conversation. The free Starter plan costs nothing and includes one chatbot, 50 conversations monthly, lead capture, email alerts, Calendly booking, and custom branding. Professional costs $99 a month and includes 500 conversations; Growth costs $199 a month and offers three chatbots, unlimited conversations, CRM export, and Zapier integration. The widget can be added to WordPress, Squarespace, Wix, or custom HTML with a script tag. IntakeAI gathers information and schedules consultations, but does not provide legal opinions, outcome advice, or legal strategy.
For and against
For
- Free Starter plan includes 50 monthly conversations
- Qualifies inquiries around a firm’s practice areas
- Calendly booking for qualified leads
- Installs on WordPress, Squarespace, Wix, or custom HTML
- Growth includes CRM export and Zapier integration
Against
- Professional costs $99 a month
- Growth costs $199 a month
- AI may misunderstand queries
- No guarantee every lead is captured or viable
The verdict
IntakeAI combines website lead capture, case-type screening, and Calendly scheduling, with plans ranging from a free option to paid monthly tiers. It is an intake and booking tool, not a source of legal opinions or strategy.
Who it suits
IntakeAI is for licensed legal professionals or authorized law firm representatives who want website-based intake and consultation booking. It may suit firms seeking case-type qualification and email alerts for new inquiries.
Plans and prices
Starter
1 chatbot · 50 conversations / month · Lead capture + email alerts · Calendly booking
Read 4 Oct 2026 · getintakeai.com
Professional
1 chatbot, fully branded · 500 conversations / month · Automatic Calendly booking · Lead qualification by case type
Read 4 Oct 2026 · getintakeai.com
Growth
3 chatbots · Unlimited conversations · Multiple practice areas per bot · CRM export + Zapier integration
Read 4 Oct 2026 · getintakeai.com
On the record
- Case qualification
- The bot is trained on a firm’s practice areas and can accept relevant cases or decline cases outside its scope.getintakeai.com · read 4 Oct 2026
- Data retention
- Visitor conversation data is delivered to the law firm and is not stored on IntakeAI’s servers; account data is retained during the subscription and for 30 days after cancellation.getintakeai.com · read 4 Oct 2026
- Data use
- The privacy policy says IntakeAI does not sell data and uses visitor lead data only to deliver it to the relevant law firm.getintakeai.com · read 4 Oct 2026
- Eligibility
- The terms say subscribers must be licensed legal professionals or authorized representatives of a law firm.getintakeai.com · read 4 Oct 2026
- Intake flow
- The chat widget collects a visitor’s name, phone, email, and case summary, then lets qualified leads book through Calendly.getintakeai.com · read 4 Oct 2026
- Integrations
- The site describes Calendly booking and lists CRM export plus Zapier integration on the Growth plan.getintakeai.com · read 4 Oct 2026
- Lead alerts
- After an intake, the firm receives an email with the lead’s contact details, case type, and conversation.getintakeai.com · read 4 Oct 2026
- Legal advice boundary
- IntakeAI says it collects information and schedules consultations and does not give legal opinions, case outcome advice, or legal strategy.getintakeai.com · read 4 Oct 2026
- Limitations
- The terms say the AI may misunderstand queries and do not guarantee that the chatbot will capture every lead or that leads will be viable cases.getintakeai.com · read 4 Oct 2026
- Purpose
- IntakeAI captures leads, qualifies cases, and books consultations on law firm websites 24/7.getintakeai.com · read 4 Oct 2026
- Security
- The privacy policy says data is processed through encrypted HTTPS connections and API communications use industry-standard authentication.getintakeai.com · read 4 Oct 2026
- Service providers
- The privacy policy names Anthropic for AI processing, Resend for email delivery, Lemon Squeezy for payments, and Vercel for hosting.getintakeai.com · read 4 Oct 2026
- Support
- The contact page says IntakeAI responds to every message within 24 hours, usually faster.getintakeai.com · read 4 Oct 2026
- Website support
- The widget can be installed on WordPress, Squarespace, Wix, or custom HTML by pasting a script tag into the site.getintakeai.com · read 4 Oct 2026
