Intaker for Law Firms
AI-powered intake that turns more leads into signed clients without growing your intake team.
What Intaker Does
Intaker is an AI-driven intake platform built specifically for law firms. It captures leads the moment they hit your website, click your ad, or land from a referral source, then engages them in a real conversation that qualifies them against your firm's criteria.
The product sits between your marketing spend and your intake team. A chatbot answers questions. A live chat service hands off to a human. Intaker drives the lead toward a signed engagement: pre-qualifying for jurisdiction, statute of limitations, injury type, and at-fault party, then scheduling the consult and triggering the signing workflow inside your case management system.
That matters because the firms losing the most revenue right now are not losing it on bad leads. They are losing it on slow follow-up and intake staff who are buried in low-intent calls. Intaker closes the speed-to-lead window automatically and only escalates the leads that are actually worth a human conversation.
We partner with Intaker because the firms that use it well stop bleeding marketing spend, and their intake team stops being the bottleneck between a qualified lead and a signed client.
Who It's Built For
Personal Injury Firms
High-volume lead intake with strict qualification on jurisdiction, injury type, and statute of limitations. Intaker filters the noise so attorneys only see real cases.
Mass Tort and Class Action
Multi-criteria qualification at scale: drug, device, exposure date, diagnosis, jurisdiction. Intaker handles the screening that intake teams cannot keep up with.
High-Volume Plaintiff Practices
Employment, consumer protection, and other practices with steady lead flow. Intaker drives speed-to-lead and frees your team for signed clients, not screening.
How Big Mode Implements Intaker
Configuration
Intake conversation flows, qualification logic, and jurisdiction rules built around your real practice. Personal injury, mass tort, and high-volume plaintiff each get a tailored setup.
Case Management Integration
Native connections to Clio, Filevine, MyCase, PracticePanther, Lawmatics, Law Ruler, and Salesforce. Field mapping, matter creation, and source attribution wired so leads land in the right place.
Routing Rules
Lead score, case type, attorney availability, and time-of-day routing. Qualified leads go to the right human or the right automation, not into a queue.
Training
Your intake team gets trained on the dashboard, override workflows, and how to coach the AI over time. Attorneys get a short walkthrough on the reporting that matters.
Ongoing Support
Monthly conversation reviews, qualification rule tuning, and source attribution reconciled against your case management. Real humans, real answers.
Common Integrations
Intaker connects to the platforms law firms already run on. We handle the wiring on every one of these.
Need a less common integration? We build custom integrations for the long tail of law firm tech.
Frequently Asked Questions
Ready to Stop Losing Leads?
We work with Intaker, Blazeo, Smith.AI, and Lawmatics. We will tell you which one fits your firm.
About the Author
Mauro Gonzalez is the founder of Big Mode Consulting with over a decade of experience in legal technology and enterprise IT. As a Clio Certified Partner and Filevine implementation specialist, he has helped 50+ law firms modernize their technology stacks. He specializes in case management implementation, managed IT services, and ABA-compliant cybersecurity solutions.
