AI-powered intake for law firms

IntakeIQ puts AI on intake so your attorneys stay on cases.

AI-driven intake that qualifies and scores every potential client in about a minute — the 30–45 minutes your firm spends screening each case goes back to the cases worth winning.

AI scores every case 0–100 — liability, jurisdiction, damages, statute, documentation
Attorney-ready dossier: strengths, watch-items, recommended next steps
Native Clio + Stripe sync — accepted cases file themselves
HIPAA-aligned pipeline · BAA available on request

Web Summit Doha 2026 Alpha Startup
HIPAA-aligned · BAA on request
Native Clio + Stripe sync

Get the IntakeIQ brochure — free

Submit the form and the brochure download starts immediately — the full client brief on how AI intake works, what it costs, and what it saves. No call or payment required.

Live customer · Ghalawanji Law

“I’m really impressed with intake IQ. I was struggling with case intake. I was going into consultations with minimal information and spending too much time filling in the gaps during my consultations. Intake IQ gathered the information I needed beforehand so I could schedule the intakes that were worth it. Intake IQ’s AI powered dynamic questionnaire automatically asks the necessary follow up questions based on the information the lead provides. I’m now free to schedule the consults that make sense and my assistants are available to help with other things. I’ll be using this for my practice moving forward.”

Zanah Ghalawanji

Ghalawanji Law · Live on IntakeIQ since 2026

What firms tell us

Before they switch, attorneys describe the same pattern — most intake calls go to cases the firm can't take, and the time spent qualifying them is time not spent on the cases worth winning.

~75%

Reported by intake teams

of intake calls don't convert to clients

30–45m

Reported by intake teams

attorney time spent qualifying each unfit case

$400+

Reported by intake teams

in billable time burned per wasted intake hour

AI intake vs. manual intake

The hour you spend screening a case is the product.

	Manual intake	With IntakeIQ
Time to qualify a case	30–45 minutes of attorney or staff time	About 60 seconds, scored and summarized
After-hours leads	Voicemail — often lost to the next firm	Captured, qualified, and scored 24/7
Consistency	Varies by who answers the phone	Same rubric, every case, with an audit trail
Conflict checking	Manual lookup, when someone remembers	Automatic against your Clio contacts
What the attorney sees	Raw notes from a call	One-page dossier: score, strengths, watch-items, SOL check
Cost of a mis-screened case	Hours you never bill for	A few saved cases a month covers the subscription

How it works

Three steps from a website visit to an attorney-ready dossier.

A potential client lands on your site and starts the intake.

Branching questions are configured per practice area — personal injury, family, employment, immigration, estate, criminal, business, real estate. Same flow works for solo firms screening cases themselves and intake teams handling hundreds a week.

Three AI models score the case against your firm’s rubric.

Claude, Nova, and Mistral each score independently. The consensus engine reconciles them and flags disagreements for human review — single-model tools miss the cases on the edge.

You get a one-page dossier and decide in a minute.

0–100 score, strengths, watch-items, statute-of-limitations check, recommended next steps. Accepted cases sync to Clio automatically.

Pricing

Every plan pays for itself in saved cases.

Annual billing saves 20% on every tier. Solo and Growth include a 14-day trial with 15 scored intakes — no credit card required.

Solo

$199 / seat / month

14-day free trial

50 scored intakes / seat / month
2-model AI consensus
Clio + Outlook + Cal.com
Client portal + conflict checker

Get started

Most firms start here

Growth

$349 / seat / month

14-day free trial

100 scored intakes / seat / month
AI email triage & auto-response
Stripe Connect (Trust / IOLTA)
3–10 seats

Get started

Professional

$699 / seat / month

200 scored intakes / seat / month
Premium AI · custom rubrics
Similar past cases (RAG)
Priority support · 5–25 seats

Get started

Enterprise

Custom annual contract

Unlimited scored intakes
3-model consensus on AWS Bedrock
Complete white-label
Dedicated CSM

Get started

Already convinced?

Skip the brochure. Start your 14-day trial today — 15 scored intakes, no credit card — or book a 20-minute walkthrough with a founder.

Start free trial → Book a demo →

Questions, answered

What firms ask before they sign up.

How long does setup take?

Most firms are live within a week. Each practice area has a pre-built rubric — we tune it to your firm’s case acceptance criteria on the kickoff call.

Will this work with my existing website?

Yes. IntakeIQ embeds via a single HTML snippet, an iframe, or a modal trigger — works on WordPress, Squarespace, Wix, Webflow, and custom-built sites. Most firms install in under 30 minutes.

What data does it collect from potential clients?

Only what your firm needs to qualify the case — you configure the questions. All client data is encrypted at rest with AES-256 and in transit over TLS 1.3, isolated per firm, and never used to train the underlying AI models.

Is this HIPAA compliant?

We operate a HIPAA-aligned pipeline: PHI is classified at intake, encrypted end-to-end, and audit-trailed. A mutually-signed Business Associate Agreement is available on request before any PHI flows. Full compliance posture (SOC 2 ready, ISO 27001 in progress, annual pen-test commitment) lives at /trust.

Do you integrate with Clio?

Yes — native OAuth integration. Qualified cases sync to Clio automatically with the full dossier attached. Stripe Connect is similarly native. Other PMS integrations (Docketwise, MyCase) are on the roadmap.

Is there a free trial?

Solo and Growth both include a 14-day full-featured trial — no credit card required to start. Professional and Enterprise start with a guided demo instead.