Starter
$149/month
1 lawyer · 200 leads/month
For a solo practice that wants every inquiry answered, fast.
- Email and SMS replies within 60 seconds
- 0–100 qualification score with reasons
- Shared lead inbox
- Dashboard with source-to-signed reporting
Law firm intake software
Every new inquiry answered within 60 seconds. Day or night.
Intake Efficiency replies to each inquiry by email, text and WhatsApp, scores it with plain-English reasons, alerts the right lawyer and sends the lead your booking link. Then it follows up until they reply, book or opt out.
No card. Setup done for you in a day.
New inquiry
Source Search ad · “divorce lawyer near me” · landing page /divorce
- Inquiry received; email and text consent recorded
- Email reply sent with booking link
- Lawyer alerted
- Text sent once quiet hours end (texts go 8am–9pm, lead’s time)
78/100
- Lives in a county the firm serves
- Divorce with children, a matter type the firm takes
- Was served papers last week
Most firms lose the inquiry before anyone reads it
In a 2024 secret-shopper study of 500 US law firms, only 33% replied to an email inquiry. Nearly half never answered the phone or called back. The firm that answers first is often the firm that gets the consultation.
- of firms replied to an email inquiry (down from 40% in 2019)
- 33%
- answered the phone (down from 56% in 2019)
- 40%
- neither answered the phone nor called back (2024)
- 48%
- of shoppers were likely to recommend the firm (2024)
- 12%
Source: Clio Legal Trends Report 2024, secret-shopper study of 500 US law firms, as summarized by the Illinois Supreme Court Commission on Professionalism in “Phone Calls Ignored, Emails Unanswered: Fixing the First Impression Problem for Law Firms” (Mark C. Palmer, November 1, 2024).
Read what the response-time data means for a small firm or estimate what unanswered inquiries cost you.
Legal intake automation, step by step
One path for every inquiry, whatever channel it arrives on. Your staff step in where judgment is needed, not to copy and paste.
- Inquiry arrivesWeb form, email, text or WhatsApp
- Consent loggedPer channel, with wording and time
- Reply < 60 sOn channels the lead agreed to
- Qualified0–100 score with plain-English reasons
- Lawyer alertedLead gets your booking link
- Follow-upsDay 1, 3 and 7 until reply, booking or opt-out
- Into your CRMQualified leads only
What you get
A reply inside 60 seconds
Every new inquiry gets an answer by email, text or WhatsApp, on the channels the lead agreed to, at any hour the rules allow.
A score you can argue with
Each inquiry is scored 0–100 against your criteria, with plain-English reasons. A low score is flagged for your team, never silently dropped.
Follow-up that stops itself
Day 1, 3 and 7 reminders until the lead replies, books or opts out. Your staff stop chasing; nobody gets chased after saying no.
Source to signed case
See which search, page or ad produced each signed case, not just each lead, so you can stop paying for clicks that never sign.
Beside your CRM, not instead of it
Keep the practice management system you have. Only qualified leads are handed over, so it fills with work rather than noise.
Compliance built in
Per-channel consent with wording and timestamp, STOP honored at once, texts only 8am–9pm in the lead’s time zone, every message marked automated.
Built for small family law, criminal defense and estate planning firms
The broad legal CRMs are built for every practice at once. We start with three where the first reply matters most.
Family law
Inquiries arrive emotional and often late at night. A calm reply, the other party’s name for your conflict check, and discreet text wording.
Criminal defense
Arrests and court dates do not wait. Often a relative inquires for someone in custody. Speed and after-hours replies decide who gets the call.
Estate planning
Lower urgency, longer decisions. People compare firms for weeks, so patient, polite follow-up decides who they book with.
Know which ads produce signed cases
Most intake tools count leads. Leads do not pay the rent. We follow each inquiry from the search, page or ad that produced it through to whether the matter was signed.
- The source of every inquiry is recorded when it arrives: the search, page or ad that sent it.
- Your team marks which leads booked a consultation and which signed.
- The dashboard and the weekly report show signed cases by source, so the budget conversation is about cases, not clicks.
Why it matters: a source that produces many cheap leads and no signed cases is the most expensive line in your marketing budget. Lead counts hide it; signed-case counts show it.
Published prices, month to month
No setup fee, no annual contract. Start with a 14-day free trial: no card, up to 50 leads.
Includes follow-ups
Growth
$299/month
Up to 5 lawyers · 1,000 leads/month
For firms that lose leads after the first reply, not before it.
- Everything in Starter
- WhatsApp replies
- Day 1, 3 and 7 follow-up sequences
- AI reply drafts, approved by your staff
- Weekly report to the managing partner
Pro
$499/month
Up to 10 lawyers · 3,000 leads/month
For multi-office firms that want qualified leads in their CRM.
- Everything in Growth
- Qualified-lead hand-off to your CRM
- Multiple office locations
- Priority setup
Month to month. No setup fee. 14-day free trial, no card, up to 50 leads. Texts and WhatsApp messages above your plan’s included allowance are billed at cost plus a margin.
Questions firms ask
What is law firm intake software?
It is the software that handles a new inquiry between the moment it arrives and the moment it becomes a booked consultation: replying, asking the qualifying questions, alerting a lawyer, following up and recording where the lead came from.
Does Intake Efficiency replace our CRM or practice management system?
No. Intake Efficiency sits beside it. It answers, qualifies and follows up on new inquiries, then hands only qualified leads to your CRM (on the Pro plan).
Will it give legal advice to people who inquire?
No. Every message says it is automated and none of them give legal advice. When a lead asks a legal question, it goes to a person at your firm, with an AI-drafted reply your staff can edit and approve. Intake Efficiency is software, not a law firm.
How quickly can we start?
Setup is done for you in a day. Email replies work from day one. Text messages start once your carrier (10DLC) registration is approved. The free trial runs for 14 days, needs no card and covers up to 50 leads.
Who is it built for?
Small US law firms of 1 to 10 lawyers, especially family law, criminal defense and estate planning practices, where most new business arrives as inquiries that need a fast, careful first reply.
See every inquiry answered in under a minute
Try Intake Efficiency on your real inquiries for 14 days, up to 50 leads. We set it up with you in a day; email replies work from day one.
No card. Setup done for you in a day.