Intake No. 001 — Retainer

Turn more legal inquiries into signed clients — without adding intake staff.

Respond faster to every inquiry — including the ones that arrive after hours. Qualify efficiently with an AI brief on every submission. Keep follow-up moving automatically, and walk qualified prospects toward a signed engagement — all from one link.

Launch in a day: start from a practice-area template and share one link — inquiries start arriving structured.

Book a 15-Minute Demo Start free No card required · set up in a day

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.

intakeformpro.com/templates

The template library: six practice-area intake templates with field counts and completion times

Intake analytics: submissions, conversion rate, lead score distribution and traffic sources

The submissions pipeline: every enquiry in one queue, filtered by status

79 fields, ready to send

Template library. Six practice areas with field counts and completion times — clone one and it is live on a link the same day.

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

The template library: practice-area intake templates with field counts and completion times

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

A submission brief: summary, key issues identified with severity, lead score and the attorney-review notice

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

The retainer template editor: placeholders for firm, client, date and practice area that fill in automatically when the agreement is sent

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
API access for your existing tools

AI Interviewer

Some clients would rather talk than type.

Stressed, injured, or reaching out after hours — some clients freeze at a long form. The AI Interviewer gives them another way in: a natural, conversational voice walks them through your intake, asks the smart follow-ups a seasoned intake specialist would, and fills the form for them while they talk.

Enable it on any intake link with a single toggle
Every interview lands as a complete, structured submission in your dashboard
Each one gets an AI case brief and lead score, same as a typed intake

Included with Professional (10 interviews/mo), Growth (30/mo), and Enterprise (100/mo).

Book a 15-Minute Demo

Voice intake — live

When did the accident happen?

“It was August fourth — I was rear-ended at a stoplight.”

I’m sorry that happened. I’ve noted the date — and could you tell me where it took place?

incident_date → filled ✓ on the form

The form fills itself while the client talks

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

Start free

Engagement letter — Ellis / Harker & Vance

Marguerite Ellis · verified by email + IP

Signedbinding

Filed against the matter the moment it’s signed

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.

Muted loop — starts itself when it reaches the screen.

How it works

From inquiry to signed client.

Inquiry

A prospect finds your intake link — on your site, in an email, or from a QR code.

Guided intake

Your branded form (or the AI voice interviewer) walks them through the questions that matter.

AI summary

Every submission arrives with a case brief, lead score, and urgency and conflict flags.

Review

You read the brief and decide — pursue, refer out, or decline — in minutes, not days.

Follow-up

Automated sequences keep qualified prospects warm so no one waits on a callback.

Engagement

Send the engagement letter for e-signature the moment a prospect is ready.

Signed client

The signed retainer files against the matter automatically. Intake done.

Fits your practice

Works with your current process.

Keep

What you keep

Your website, phone number, email, and case management system. Intake Form Pro sits in front of them — it doesn’t replace your practice tools.

Connect

What you connect

Add your intake link to your website and email signature. Optional: connect your CRM or other tools through the API.

Replace

What you replace

Paper intake packets, PDF questionnaires, and the copy-paste from contact-form emails into your files.

Configure

What you configure

Your form, practice areas, and follow-up sequences — starting from templates built for firms like yours.

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

Start free

Your clients’ data, protected by design.

Law firms run on confidential information, so security is built into how we operate — not bolted on later. To be precise about where we are: our hosting infrastructure is SOC 2 compliant, and Intake Form Pro is pursuing its own SOC 2 examination — it has not yet been completed. Data is encrypted in transit; intake data is processed transiently by commercial AI APIs and never used to train models serving other customers; voice interviews are transcribed to fill your form and handled under the same policy. Full details: our AI Policy, Privacy Policy, and subprocessor list.

AI ethics

AI assists, attorneys decide

Built around ABA Formal Opinion 512: AI output is assistive, review-gated, and disclosed. Your data is never used to train models serving other customers. Read our AI Policy.

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.

Book a 15-Minute Demo Start free