01
Capture
Branded intake forms
Forms that carry your logo, colors, and practice areas. Share as a link or QR code — no developer required.
- Template library
- Custom intake fields
- Conditional logic
- Link + QR code
- White-label branding
Rec
00:00:04:12
Intake No. 001 — Retainer
Turn every inquiry into a signed client.
Intake Form Pro gives your firm a branded intake link that captures leads, triages them with AI, and gets the retainer e-signed — before the prospect cools off.
Built for the way firms actually intake
- 1 link
- from inquiry to signature
- AI
- summary on every submission
- E-sign
- retainers built in
- Your brand
- on every form
What it does
Everything between “interested” and “signed.”
Intake leaks at the handoffs. This closes every one of them inside a single link.
02
Triage
AI reads every submission
Each inquiry is summarized, categorized, and flagged for urgency and conflicts the moment it lands.
- AI submission briefs
- AI Voice Intake Interviews
- AI lead scoring
- Urgency & conflict flags
03
Sign
Retainers, e-signed
Send the engagement letter and collect a legally-binding signature without leaving the platform.
- E-signed retainers
- Reusable engagement templates
- Audit logs
04
Manage
One desk for the pipeline
Track every lead from first contact to signed client, with your whole team in the loop.
- Team members
- Automated follow-ups
- AI chat widget
- CRM integrations
- API access
Sign
From inquiry to signature, without the back-and-forth.
Review the AI summary, send the engagement letter, and collect a legally-binding signature — all in the same place the lead came in.
- Send retainers the moment a lead qualifies
- Reusable, branded engagement templates
- Signed copies filed against the matter automatically
Engagement letter — Ellis / Harker & Vance
Marguerite Ellis · verified by email + IP
Signedbinding
Watch
Ninety seconds inside a firm that stopped losing leads.
She fills out the form at 8:12pm. The partner reads the AI brief at 8:14, still at his desk. The retainer is signed before breakfast — no paper, no printer, no waiting on a callback.
How it works
Three steps from link to client.
01
Build your form
Start from a template or blank. Add your branding and the questions that matter for your practice.
About 20 minutes
02
Share one link
Put your intake link on your site, in an email, or as a QR code on print. Prospects finish it in minutes.
Same afternoon
03
Sign & onboard
Review the AI summary, send the retainer, and onboard the client — often the same day.
Often same day
We stopped losing leads to slow follow-up. The retainer is signed before they ever call another firm.
Pricing
Start free. Upgrade when it pays for itself.
One signed matter covers a year of any plan on this page.
Free
$0
Get started with 3 free AI case briefs
- 1 branded intake form
- 3 AI submission briefs, one-time
Most popular
Professional
$49.99 /mo
Full access to all Intake Form Pro features
- 5 branded intake forms
- 15 AI submission briefs / month
- AI Voice Intake Interviews — 10/month
- E-signed retainers
- AI lead scoring
- Automated follow-ups
- AI chat widget
- Custom intake fields
- Conditional logic
- 3 team members
- CRM integrations
- API access
- White-label branding
- Audit logs
Growth
$99.99 /mo
Professional plus email marketing, social media management, and AI content generation
- 10 branded intake forms
- 30 AI submission briefs / month
- AI Voice Intake Interviews — 30/month
- E-signed retainers
- AI lead scoring
- Automated follow-ups
- AI chat widget
- Custom intake fields
- Conditional logic
- 5 team members
- Email campaigns
- Drip sequences
- Social media management
- Campaign & social analytics
- AI content generation
- Marketing source attribution
- CRM integrations
- API access
- White-label branding
- Audit logs
Enterprise
$149.99 /mo
Everything unlimited — Google LSA integration, priority support, dedicated account manager, and custom integrations
- Unlimited intake forms
- Unlimited AI submission briefs
- AI Voice Intake Interviews — 100/month
- E-signed retainers
- AI lead scoring
- Automated follow-ups
- AI chat widget
- Custom intake fields
- Conditional logic
- Unlimited team members
- Email campaigns
- Drip sequences
- Social media management
- Campaign & social analytics
- AI content generation
- Marketing source attribution
- CRM integrations
- API access
- White-label branding
- Audit logs
- Priority support
- Dedicated account manager
Prices in USD. Cancel anytime — no contract.
Security & trust
Your clients’ data, protected by design.
Law firms run on confidential information, so security is built into how we operate — not bolted on later. We’re actively pursuing SOC 2 compliance, backed by continuous monitoring and an ongoing internal audit program.
SOC 2
Audit in progress
We’re actively pursuing SOC 2 compliance — building and documenting the controls a formal audit requires.
Monitoring
BGIYA Security
BGIYA Security, our continuous monitoring system, watches our infrastructure for anomalies and threats around the clock.
Auditing
Internal audit program
An internal auditing program continuously reviews access, activity, and controls — not just once a year.
Infrastructure
SOC 2-compliant hosting
Your data lives on SOC 2-compliant cloud infrastructure (DigitalOcean), served over encrypted connections.
Get started
Your next client is already filling out someone’s form.
Make it yours. Build your intake link free — no card, no contract.