IntakeAI

7.6easy start · #2 of 25
in Legal Intake Software

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

Runs on Web. Paid plans from $99/mo.

IntakeAI is ranked #2 of 25 in legal intake software on The Geeks Club. It runs on Web. There is a free plan. A free trial is offered. Paid plans start at $99/mo.

IntakeAI plans and pricing

All plans

Starter Free 1 chatbot · 50 conversations / month · Lead capture + email alerts · Calendly booking · Custom branding getintakeai.com · 4 Oct 2026

Professional $99/mo per month 1 chatbot, fully branded · 500 conversations / month · Automatic Calendly booking · Lead qualification by case type · Lead tracking dashboard getintakeai.com · 4 Oct 2026

Growth $199/mo per month 3 chatbots · Unlimited conversations · Multiple practice areas per bot · CRM export + Zapier integration · Remove IntakeAI branding getintakeai.com · 4 Oct 2026

Compared on legal intake software

Free plan: Yes
Paid from: $99/mo
Lead qualification: Yes
Matter routing: Yes
Appointment booking: Yes

Best IntakeAI alternatives

See all 20

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The record

Purpose: IntakeAI captures leads, qualifies cases, and books consultations on law firm websites 24/7.
Intake flow: The chat widget collects a visitor’s name, phone, email, and case summary, then lets qualified leads book through Calendly.
Lead alerts: After an intake, the firm receives an email with the lead’s contact details, case type, and conversation.
Case qualification: The bot is trained on a firm’s practice areas and can accept relevant cases or decline cases outside its scope.
Website support: The widget can be installed on WordPress, Squarespace, Wix, or custom HTML by pasting a script tag into the site.
Integrations: The site describes Calendly booking and lists CRM export plus Zapier integration on the Growth plan.
Legal advice boundary: IntakeAI says it collects information and schedules consultations and does not give legal opinions, case outcome advice, or legal strategy.
Security: The privacy policy says data is processed through encrypted HTTPS connections and API communications use industry-standard authentication.
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.
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.
Service providers: The privacy policy names Anthropic for AI processing, Resend for email delivery, Lemon Squeezy for payments, and Vercel for hosting.
Support: The contact page says IntakeAI responds to every message within 24 hours, usually faster.
Eligibility: The terms say subscribers must be licensed legal professionals or authorized representatives of a law firm.
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.
Price from: $99/mo

Where it ranks on The Geeks Club

Best Legal Intake Software in 2026#2 of 25

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Sources

getintakeai.com· checked 4 Oct 2026
getintakeai.com/docs.html· checked 4 Oct 2026
getintakeai.com/privacy.html· checked 4 Oct 2026
getintakeai.com/contact.html· checked 4 Oct 2026
getintakeai.com/terms.html· checked 4 Oct 2026