Intake Lawyer

6.4easy start · #10 of 34
in Legal CRM Software

Free to practise onnot on record
Free trialyes
Well documentedyes
Runs where you worknot on record

Runs on Web. Paid plans from $299/mo.

Intake Lawyer is ranked #10 of 34 in legal CRM software on The Geeks Club. It runs on Web. There is no free plan. A free trial is offered. Paid plans start at $299/mo.

Intake Lawyer plans and pricing

All plans

Starter $299/mo Billed monthly 250 AI auto intakes/month · unlimited manual leads · 3 users · 10 GB storage · 1 phone number · $10 SMS/call credit · 1,000 emails/month · 25 e-sign requests/month · 1 bot · 3 workflows intakelawyer.com · 8 Oct 2026

Pro $799/mo Billed monthly 1,000 AI auto intakes/month · unlimited manual leads · 10 users · 50 GB storage · 3 phone numbers · $30 SMS/call credit · 10,000 emails/month · 200 e-sign requests/month · 5 bots · unlimited workflows intakelawyer.com · 8 Oct 2026

Enterprise $2,499/mo Billed monthly Unlimited AI auto intakes · unlimited manual leads · unlimited users · 500 GB storage · unlimited phone numbers · $150 credit · unlimited emails and e-sign requests · unlimited bots and workflows intakelawyer.com · 8 Oct 2026

Compared on legal CRM software

Free plan: No

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The record

Purpose: Intake Lawyer describes itself as an intake CRM built for personal injury law firms that turns leads into signed clients.
AI chat intake: Its AI website chat captures visitor details at any time.
Communications: Calls, texts, and emails are handled in one inbox.
Lead handling: The product supports lead qualification with custom fields and automatic assignment to team members.
Pipeline and reporting: It offers pipeline tracking, custom dashboards, team activity views, and goal and KPI tracking.
Follow-ups: Automated texts, emails, reminders, and drip sequences help keep leads engaged.
Security: The site describes the product as AES-256 encrypted and HIPAA ready, and says it has role-based access controls.
Uptime: The site advertises a 99.9% uptime SLA.
Plan terms: The pricing section says customers can upgrade, downgrade, or cancel anytime and that plans have no long-term contracts.
Plan limits: Starter includes 250 AI auto intakes per month, while Enterprise includes unlimited AI auto intakes.
Company: The site footer identifies the company as Intake Lawyer LLC and lists [email protected] as its contact email.
Price from: $299/mo

Where it ranks on The Geeks Club

Best Legal CRM Software in 2026#10 of 34
Best Legal Intake Software in 2026#10 of 25

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Sources

intakelawyer.com· checked 8 Oct 2026