Stop chasing. Close clients before they call another firm.
Trusted by forward-thinking law firms across the country
These problems cost law firms thousands in lost revenue every month.
You email the retainer. They don't sign. You call. They're busy. Days pass. They hire someone else.
DocuSign for signatures. Stripe for payment. Google Forms for intake. Every extra step is another chance to lose them.
Your team types the same lead info into five systems. Errors happen. Time is wasted. New leads wait.
Watch how intake.link works in 22 seconds.
From new lead to retained client in five simple steps.
Leads flow in from your website, Clio, or marketing tools. Or staff enters them manually. Either way—ready to go.
Sarah Johnson
Website form
Michael Chen
Clio referral
Emily Rodriguez
Google Ads
Pick a retainer template, send via SMS or email. One click. Done in seconds.
Hi Sarah, please complete your intake for Smith Law. Sign your retainer and fill out the form here:
They sign your retainer, pay the deposit, and fill out intake—all in one flow. Or staff helps them through it on a call.
Review, add internal notes, submit. No retyping. No delays.
Every intake syncs instantly to your CRM and triggers drip campaigns—no duplicate entry, no manual exports. Partners sleep well knowing no detail is lost from first contact to case opening.
DocuSeal-powered signatures embedded in the flow. Clients sign without leaving the page.
Collect retainer deposits via Stripe. Before signing, after, or optional—your choice.
Clients complete everything on their phone. No apps to download, no accounts to create.
Send intake links via text with one click. Meet clients where they are.
Pre-built templates for Personal Injury, Family Law, Criminal Defense, and more.
Trigger Make.com, Zapier, or direct API calls when intake completes.
Internal notes, conflict checks, matter assignments—visible to you, hidden from clients.
Custom colors, logo, and subdomain. Clients see your firm, not ours.
Clients attach insurance cards, accident photos, medical records—anything you need to get started.
“Intake at my prior law firms, from the time the client walked in the door until the case was fully opened, usually took me and my team about two and a half hours. Now, the entire process takes at most 10 minutes, leaving me more time to do what I love best—strategizing how to get clients the best result possible. The results have positively impacted everything from personal time management to the client's bottom line, in addition to vastly improving client satisfaction, workflow efficiency, and even internal team morale.”
Elliot Singer
Managing Partner, Conduit Law
Start free. Upgrade when you need more.
Get started today
The complete solution
White-label + CRM
Everything you need to know about intake.link
Yes! Our Free plan includes unlimited intakes, 5 e-signatures per month (25 if you connect Stripe), payment collection, and SMS delivery. Upgrade to Pro for more e-signatures, webhooks, staff-only fields, and watermark removal.
We use DocuSeal, a legally-binding e-signature platform that meets ESIGN Act and UETA requirements. Signatures are embedded directly in the intake flow—clients never leave your branded page.
Payments are processed through Stripe. You connect your own Stripe account and receive funds directly. Stripe charges their standard fees (2.9% + 30¢). We charge a small platform fee: 1% ($25 min) on Free, 0.5% ($5 min, $50 cap) on Pro, or a flat $5 on Enterprise.
Yes. Build custom forms with our drag-and-drop editor. Add text fields, dropdowns, checkboxes, file uploads, and more. Save templates for different practice areas. Pro users also get staff-only fields for internal notes.
Pro plans include webhooks that trigger on intake completion, sending data to Make.com, Zapier, or directly to your API. Enterprise plans include custom integrations—we'll build and maintain the connection to your CRM, practice management system, or any other tools you use.
Security is our top priority. All data is encrypted in transit (TLS/SSL) and at rest via our infrastructure providers. Payments are processed through PCI-DSS compliant Stripe. E-signatures are legally binding and tamper-evident. We never sell or share your data. See our Security Policy for details.
No. Clients simply click your intake link and complete everything in one session—no account creation, no app downloads, no friction. They can complete the entire process on their phone in minutes.
Enterprise users can connect a custom domain (e.g., intake.yourfirm.com) for a fully white-labeled experience. Free and Pro users get a branded subdomain (yourfirm.intake.link).
Create your intake page in 60 seconds.
Free forever. No credit card required.
