For law firms

Stop pouring consultation hours into cases you can't take.

IntakeIQ qualifies and scores every potential client case before it hits your attorneys’ calendar — so the consults you take are the ones worth taking.

Book a 20-minute walkthrough →

Web Summit Doha 2026 Alpha Startup
HIPAA-aligned · BAA on request
Native Clio + Stripe sync

What firms tell us

Before they switch, attorneys describe the same pattern — most intake calls go to cases the firm can't take, and the time spent qualifying them is time not spent on the cases worth winning.

~75%

Reported by intake teams

of intake calls don't convert to clients

30–45m

Reported by intake teams

attorney time spent qualifying each unfit case

$400+

Reported by intake teams

in billable time burned per wasted intake hour

How it works

Three steps from a website visit to an attorney-ready dossier.

A potential client lands on your site and starts the intake.

Branching questions are configured per practice area — personal injury, family, employment, immigration, estate, criminal, business, real estate. Same flow works for solo firms screening cases themselves and intake teams handling hundreds a week.

Three AI models score the case against your firm’s rubric.

Claude, Gemini, and GPT each score independently. The consensus engine reconciles them and flags disagreements for human review — single-model tools miss the cases on the edge.

You get a one-page dossier and decide in a minute.

0–100 score, strengths, watch-items, statute-of-limitations check, recommended next steps. Accepted cases sync to Clio automatically.

Why firms pick IntakeIQ

The case for IntakeIQ over a one-model tool or a junior staffer.

Speed

A 60-second dossier replaces a 30–45 minute qualifying call. Attorneys decide accept / decline / book a consult before they pick up the phone.

Multi-model accuracy

Three frontier models score the same intake. The consensus catches cases a single model would mis-score — and the disagreements are exactly where human review pays off.

Native integrations

Clio OAuth keeps your matter system in sync. Stripe Connect handles consult fees and retainer deposits, with IOLTA-aware routing for trust accounts. No middleware to maintain.

HIPAA-aligned, with a documented trust posture

AES-256 at rest, TLS 1.3 in transit, PHI classified at intake, audit-trailed end-to-end. Mutually-signed BAA available on request. SOC 2 ready. Details at /trust.

Live customer · Ghalawanji Law

“I’m really impressed with intake IQ. I was struggling with case intake. I was going into consultations with minimal information and spending too much time filling in the gaps during my consultations. Intake IQ gathered the information I needed beforehand so I could schedule the intakes that were worth it. Intake IQ’s AI powered dynamic questionnaire automatically asks the necessary follow up questions based on the information the lead provides. I’m now free to schedule the consults that make sense and my assistants are available to help with other things. I’ll be using this for my practice moving forward.”

Zanah Ghalawanji

Ghalawanji Law · Live on IntakeIQ since 2026

Pricing

Plans start at $199 per month for solo practitioners. Annual saves two months on every tier.

See full pricing →

Questions, answered

What firms ask before they book.

How long does setup take?

Most firms are live within a week. Each practice area has a pre-built rubric — we tune it to your firm’s case acceptance criteria on the kickoff call.

Will this work with my existing website?

Yes. IntakeIQ embeds via a single HTML snippet, an iframe, or a modal trigger — works on WordPress, Squarespace, Wix, Webflow, and custom-built sites. Most firms install in under 30 minutes.

What data does it collect from potential clients?

Only what your firm needs to qualify the case — you configure the questions. All client data is encrypted at rest with AES-256 and in transit over TLS 1.3, isolated per firm, and never used to train the underlying AI models.

Is this HIPAA compliant?

We operate a HIPAA-aligned pipeline: PHI is classified at intake, encrypted end-to-end, and audit-trailed. A mutually-signed Business Associate Agreement is available on request before any PHI flows. Full compliance posture (SOC 2 ready, ISO 27001 in progress, annual pen-test commitment) lives at /trust.

Do you integrate with Clio?

Yes — native OAuth integration. Qualified cases sync to Clio automatically with the full dossier attached. Stripe Connect is similarly native. Other PMS integrations (Docketwise, MyCase) are on the roadmap.

How does pricing work?

Plans start at $199/month for solo practitioners (Solo), $349/month for small firms with 3 seats (Growth), and $699/month for mid-size firms with 10 seats (Professional). Annual billing saves two months on every tier. Full breakdown at /pricing.