Intake provides AI-powered virtual receptionists that manage inbound calls, webforms, emails, and ad leads for law firms, qualifying prospects and routing them directly into the firm’s CRM. By automating the intake process, the platform helps firms capture more leads, reduce missed opportunities, and increase the number of signed cases while maintaining a human‑like conversational experience.
Funding
$600K raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Law firms often lose potential clients because inbound calls, webform submissions, emails, and ad leads are missed, poorly qualified, or routed inconsistently, leading to wasted marketing spend and reduced case conversion rates.
Solution
Intake offers AI‑powered virtual receptionists that engage with prospects across phone, webforms, email, and advertising channels. The AI employee conducts real‑time qualification, captures relevant case details, and routes each interaction according to firm‑defined rules directly into the firm’s CRM. By automating these intake tasks, the platform ensures every lead is answered promptly, reduces missed calls, and improves the efficiency of follow‑up workflows while preserving a natural, human‑like conversational experience. The system also supports live transfers, appointment scheduling, and custom SMS/email notifications, enabling firms to maintain personalized client interactions without additional staffing.
Target Audience
Primary customers are small to mid‑size law firms and solo practitioners seeking reliable, scalable intake automation to improve lead conversion and case value.
Features
- Multi‑channel AI receptionist handling calls, webforms, emails, and ad leads
- Real‑time prospect qualification with customizable interview scripts
- Dynamic call routing and live transfer based on firm‑specific rules
- Automated appointment scheduling and SMS/email follow‑up
- Seamless integration with major CRMs for instant data capture
- Multi‑language support and 24/7 availability
- Outbound lead follow‑up and referral network management for higher conversion