The complete client journey
From the first message to a signed engagement letter to documents in your Drive — without you touching a keyboard.
Your AI intake agent opens, branded with your firm's name and colors. It conducts a structured intake interview in English or Spanish, 24 hours a day, seven days a week.
Practice-area-specific questions determine whether this is a matter your firm handles. Cases outside your criteria are declined gracefully, with a referral. You only see leads worth your time.
An email arrives with the prospect's name, matter type, urgency level, and a two-sentence AI summary. Tap Invite to Consult or Decline. No login required. Done in ten seconds.
No login requiredSimultaneously, IntakeIQ creates a client folder in your cloud storage — intake summary, full transcript, organized and named. Their sensitive data lives in your infrastructure, not ours.
Your data, your storageThe prospect receives a scheduling link and books directly on your calendar. You receive a complete case briefing before the call.
One click generates a draft engagement letter from the intake data — client name, matter type, your fee structure. Review it, adjust anything, and send.
A professional signing page. They read the agreement, type their name, and sign. A timestamped PDF with a full ESIGN audit trail is saved to their folder and emailed to both parties.
ESIGN compliantThe client uploads their documents from a secure link on their phone. Files stream directly to their cloud storage folder. You review and approve from your dashboard.
Eight steps. No bottlenecks. One folder in your cloud storage.
Most legal software stores your clients' files on their servers. IntakeIQ does not.
When a client submits their passport, their I-94, their tax returns — those files travel from their device to your cloud storage. They pass through IntakeIQ's servers in transit only, then they are gone from our infrastructure permanently.
The same is true for conversation transcripts, intake summaries, and signed engagement letters. IntakeIQ stores a pointer — the file name and its location in your storage. The document lives in infrastructure you already use and already trust.
If IntakeIQ's database were breached tomorrow, an attacker would find names, phone numbers, and matter types. Not your clients' immigration records. Not their criminal history. Not their financial documents. Those live in your own cloud storage, protected by your provider's security infrastructure.
OAuth Scope
drive.file — IntakeIQ can only see files it created
Token Storage
AES-256-GCM encrypted — tokens are never stored in plaintext
Client Documents
Zero stored on IntakeIQ servers — streamed directly to your cloud storage
Client files pass through IntakeIQ servers in transit only. Nothing is written to IntakeIQ's disk.
Read our full security architecture →Purpose-built for legal intake
Five practice areas, each with its own AI conversation flow — built by someone with immigration law training who understands what questions matter.
What the AI asks:
Handles DACA renewals, removal defense, asylum, and family petitions with separate question flows for each
Learn more →What the AI asks:
Identifies whether complexity exists — blended families, special needs beneficiaries, business succession — before the consultation
Learn more →What the AI asks:
Statute of limitations awareness built in — if the incident date suggests SOL may be approaching, the summary flags it
Learn more →What the AI asks:
Includes an explicit safety check — if a client indicates an unsafe situation, the AI flags it in the summary without pushing for details
Learn more →What the AI asks:
Urgency-first design — if someone is calling from custody, the flow identifies it immediately and marks the matter high priority
Learn more →IntakeIQ replaces the fragmented stack most solo attorneys cobble together — at a fraction of the total cost.
WITHOUT INTAKEIQ
Contact form or voicemail — leads who do not hear back hire someone else
20-minute preliminary call to find out the matter is outside your practice area
Engagement letter drafted in Word, emailed back and forth, printed and scanned to sign
DocuSign at $25/month, Calendly at $12/month, a chatbot at $50/month — none of them connected
Client documents arrive by email, in pieces, or not at all
$150–400/month across tools that do not share data
~$250/month average. No integration. No AI.
WITH INTAKEIQ
AI qualifies leads 24 hours a day — you only see cases worth your time
Practice-area-specific intake means no wasted preliminary calls
Engagement letter generated, reviewed, signed, and saved to Drive in minutes
One tool, one pipeline, one dashboard
Client documents organized in your cloud storage automatically
$99/month. One tool. Complete pipeline.
Your full intake pipeline — from awaiting review to signed client — in one view.
Simple, honest pricing
Solo
14-day free trial · no credit card required
No contracts. No setup fees. Cancel anytime.
IntakeIQ makes sure they reach you — and sign with you.
Start your free trial