- Always On · Built For Law
Your Intake. Running Itself.
We built it. We set it up. You just practice law.
Section 01 · Why now
Stop losing clients between 5pm and 9am.
We answer. We qualify. We book.
Most small firms lose their best leads after hours. Calls that go to voicemail, forms that sit unanswered, follow-ups that never happen. IntakeGenius fixes that. Our AI agent picks up every call, runs a real intake conversation, and drops qualified leads straight into your CRM. No shortcuts. No call center. No babysitting required from you.
And if you want a real person handling intake? We can place a trained specialist for that too.
Human Specialists
Some firms want a real person on every call. We recruit, train, and place offshore intake specialists who work exclusively in legal. You get a dedicated team member without the overhead of a full-time hire.
- Section 02 · The voice bot
A voice your callers won't realize
isn't a person.
Trained on legal intake conversations and tuned to the cadence of a calm, capable coordinator.
Complete Intake Automation
Qualifies leads and captures case details, no forms required
Legal-Specific Intelligence
Understands practice areas, urgency signals, and client context
Instant CRM Entry
New contact created with full case notes the moment the call ends
Seamless Booking Flow
Client gets an SMS to book their free consultation directly, right after the call ends
- Section 03 · How it works
From first call to signed client.
Five steps. Zero effort on your end.
Step 01
Initial contact
Potential client calls your firm. The AI agent answers professionally and begins intake. Every call is captured, qualified, and logged immediately into your system without a single lead ever hitting a voicemail again.
Step 02
Intelligent qualification
Capture details, practice area, budget, and timeline expectations. The AI understands practice areas and urgency signals, ensuring your team knows exactly which leads are the highest priority for your practice.
Step 03
Automatic CRM entry
Auto-creation of profile, matter classification, and lead scoring. New contacts are created with full case notes the moment a call ends, giving your team a complete, organized head start on every single potential new matter
Step 04
Immediate booking
An SMS link is sent instantly. The client picks a time and gets confirmation. This seamless booking flow integrates directly with your calendars to secure the consultation while the lead is still on the line and most engaged.
Step 05
Your intake specialist walks in ready.
Before the consultation, your intake specialist gets a full client brief. Case details, urgency level, prior legal history. No scrambling. No repeating yourself to three different people. If the case is a fit, a retainer gets signed and the client is handed off to their attorney.
- Section 04 · The CRM
Your intake command center.
Built by us. Configured for your firm. Ready on day one.
IntakeCRM is our own platform, purpose-built for small law firm intake. It tracks every lead from first contact through signed retainer, shows you where deals are stalling, and keeps your pipeline honest.
And we don’t just hand you a login and wish you luck. We set the whole thing up for your practice. Your pipeline stages, your practice areas, your automations. Done.
We set it up. We keep it running. You practice law.
- Full intake pipeline from New Lead to Signed Client
- Pre-configured for your practice area
- Automated lead classification and tagging
- Client communication workflows built in
- Marketing attribution and reporting
- Works alongside Clio, MyCase, and other tools you already use
01 · AI Voice Agent
A voice your callers won't realize isn't a person.
Trained on legal intake conversations and tuned to the cadence of a calm, capable coordinator.
- 24/7 availability — never miss a call again
- Natural conversation flow that builds client trust
- Multi-language support for diverse client base
- Intelligent call routing based on practice areas
- Automated follow-up sequences for warm leads
02 · IntakeCRM
The CRM. Provided and configured for you.
A full Intake license, pre-configured for your practice and ready on day one — no separate licensing fees.
- Full Intake software license included
- Pre-configured legal matter categories
- Automated case classification and tagging
- Client communication workflows
- Billing, marketing automation, analytics
03 · Smart SMS Booking
Book the consultation. While the caller is still on the line.
Every qualified caller receives an instant booking link by text — no follow-up email chains, no calendar tag.
- Instant appointment links sent via text
- Calendar integration with attorney availability
- Automated confirmation and reminder sequences
- Rescheduling capabilities for maximum flexibility
04 · Setup & Support
We set it up. We keep it running. You practice law.
Setup in days, not months. Ongoing maintenance, training, and refinement included.
- Full system integration and configuration
- Ongoing technical support and maintenance
- Regular updates and feature enhancements
- Training for your team on both systems
- Section 05 · Built For
Built for firms that can't afford to get intake wrong.
One subscription. We handle the rest.
You don’t have time to manage software vendors, train staff, and chase leads. IntakeGenius does all of it. AI that answers every call. A CRM that’s already set up for you. And if you want real human intake specialists, trained, vetted, offshore, we can place those too.
All-Inclusive
- Single monthly subscription.
- AI agent, CRM, setup, training, and ongoing support. No add-ons, no licensing fees, no surprises.
Real Results
- One firm generated $130,000 in new case value over five months using IntakeGenius - before the platform was even fully built out. That's what a properly run intake system does.
Security and Compliance
- Attorney-client privilege protection built in.
- HIPAA-compliant data handling.
- Bank-level encryption on every communication.
We Do the Work
- Quick setup with your existing phone system.
- Full CRM configuration by our team.
- Scripting customized for your practice areas.
- Ongoing optimization as your firm grows.
- Section 06 · Get started
Ready to stop doing intake manually?
This is what intake looks like when it's not your problem anymore.
IntakeGenius handles everything. The calls, the CRM, the follow-ups, the booking. You focus on practicing law. We focus on filling your calendar.
- Section 07 · Built for
Built for modern legal practices.
That can't afford to get this wrong.
Everything in one subscription. Setup in days. Compliance handled. Results measured.
- All-inclusive pricing
- Single monthly subscription covers everything
- IntakeCRM software included — no separate licensing fees
- AI Voice Bot technology and hosting
- Complete setup, training, and ongoing support
- No hidden costs or additional charges
- Proven results
- 300% increase in qualified consultations
- 85% reduction in missed opportunities
- 50% faster lead-to-client conversion
- 40% improvement in client satisfaction scores
- Security & compliance
- Attorney-client privilege protection
- HIPAA-compliant data handling
- Bank-level encryption for all communications
- Regular security audits and compliance monitoring
- Easy implementation
- Quick setup with existing phone systems
- Complete IntakeCRM provided and configured by Intake Genius
- Custom scripting for your practice areas
- Ongoing optimization and refinement
