Vetted Intake

5.9easy start · #13 of 25
in Legal Intake Software

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

Runs on api, Web.

Vetted Intake is ranked #13 of 25 in legal intake software on The Geeks Club. It runs on API, Web. There is no free plan.

Vetted Intake plans and pricing

All plans

Launch $5,000 once from $5,000 build; + $250/mo Single office · PI intake & qualification · Booking + one-way texting · One case-management sync · English · 600 talk-minutes/mo included vettedintake.com · 2 Oct 2026

Firm $7,500 once $7,500–$12,500 build; + $500/mo Everything in Launch · Multi-practice-area routing · English and Spanish · Warm transfer · Retainer e-signature + analytics · 1,200 talk-minutes/mo included vettedintake.com · 2 Oct 2026

Multi-location $20,000 once $20,000 build; + $750/mo Everything in Firm · Multiple numbers and locations · Custom integrations · Priority tuning · Quarterly intake review · 2,400 talk-minutes/mo included vettedintake.com · 2 Oct 2026

Compared on legal intake software

Free plan: No
Paid from: $250/mo
Lead qualification: Yes
Matter routing: Yes
Appointment booking: Yes
SMS follow-up: Yes
Case system integrations: Yes

Best Vetted Intake alternatives

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The record

Purpose: Vetted Intake is a done-for-you AI intake desk built for personal-injury firms that answers calls, screens inquiries using firm-approved questions, and books consultations.
Call handling: The service is described as answering around the clock on a number branded to the firm, with a two-ring guarantee.
Screening: Configured intake can cover injury, liability, and incident-date questions, with potentially urgent dates flagged for attorney review.
Routing and booking: Configured priority calls can warm-transfer to an on-call attorney, and consultations can be booked on calendars including Clio, Cal.com, or Calendly.
Channels: Phone is included, while email answering, two-way texting, and website chat are priced add-ons.
Integrations: Listed case-management systems include Clio, MyCase, Filevine, Lawmatics, CASEpeer, SmartAdvocate, Litify, Neos, PracticePanther, and Rocket Matter; custom API or webhook connections may be scoped.
Data use: The maker says caller content is not used to train AI models and that providers operate under contractual no-training and data-protection terms.
Retention: Raw call audio is off by default and may be kept for up to seven days for approved QA; transcripts may be kept for up to three days, with shorter schedules available.
Security and compliance: Workforce AI Corp says it extends its SOC 2 Type II control environment to signed implementations and can arrange a BAA when required by scope.
Limits: Vetted Intake says it provides intake and scheduling only, does not give legal advice or quote case value, and sends matters for human attorney review.
Billing: Monthly fees include a talk-time bundle; usage beyond it is charged at $0.15 per minute, with no per-call fees.
Availability: Typical launch target is five to seven business days after the firm provides its inputs and approvals.

Where it ranks on The Geeks Club

Best Legal Intake Software in 2026#13 of 25

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Sources

vettedintake.com/about/· checked 2 Oct 2026
vettedintake.com/pricing/· checked 2 Oct 2026
vettedintake.com/features/· checked 2 Oct 2026
vettedintake.com/integrations/· checked 2 Oct 2026
vettedintake.com/security/· checked 2 Oct 2026
vettedintake.com· checked 2 Oct 2026