IntakeIQ Introduces Email Lead Capture: Your Inbox Is Now an Intake Channel

Key Takeaway

IntakeIQ's new email lead capture treats your firm's inbox as a first-class intake channel. Connect your mailbox once, and prospective-client emails are identified by AI, answered from your own address with your intake link, and turned into fully scored intakes — with a new Leads workspace in the dashboard where your team sees everything the AI found and why.

What's new

• Inbox scanning — no more forwarding rules. Connect Outlook (available now) or Gmail (in final review with Google) and IntakeIQ reads newly received mail every few minutes.
• The Leads workspace — a new page in the dashboard sidebar with a live count of waiting leads, the AI's reasoning on every message, and a full audit trail including what was judged not to be a lead.
• Replies from your own mailbox — confident leads get an automatic reply carrying your logo, your signature, and your intake link. Gmail replies thread into the prospect's original conversation; Outlook firms reply from their Microsoft address.
• Firm-controlled guardrails — you set the confidence threshold for automatic replies, the drafting tone, and the signature; below the bar, leads are surfaced but never answered in your name.

Why we built it

Intake forms only capture people who find them. The rest email the firm — short, vague, often after hours — and those messages compete with everything else in the inbox. We built email lead capture on one principle: a missed client costs a case, a false positive costs a glance. So the AI is tuned to catch leads, everything it decides is visible and correctable, and the response goes out in minutes, not days.

Privacy, by design

Mailbox access is read-only; the automatic reply is the only mail IntakeIQ ever sends, and classification runs in AWS Bedrock with zero data retention and no training on your mail. Our privacy policy spells out exactly what is read, what is stored, and for how long — and disconnecting takes one click.

Getting started

Email lead capture is included on Growth plans and above. Open the new Leads page in your dashboard, connect your mailbox, and you're running — the documentation covers setup, the confidence threshold, and how forwarding-based triage works for firms on other mail providers.