By profession · Law firm intake
Law firm intake software: AI intake that qualifies and books the consult
A missed inquiry is a missed client, and law firms lose plenty to slow responses and overflowing intake queues. Consultations is law firm intake software that responds to every potential client immediately. The AI runs the intake conversation, captures the facts of the matter, and screens it against your firm's criteria and practice areas.
It collects the documents you typically request, books the consultation, and hands the attorney a prepped brief, so the firm converts more inquiries without growing the intake team. The agent handles intake, screening, and scheduling. It does not give legal advice. Your attorneys always advise, and client details stay private and firm-owned.
One AI conversation · qualifies and books · you get a prepped brief
Pick a profession, watch the brief fill itself
The AI runs the discovery consultation, qualifies the lead, collects details and documents, and books the paid appointment, then hands you a prepped brief.
Intake brief
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Discovery consultation
liveIntake brief
Qualification
Scored against this firm's intake criteria, with the reasons on the brief.
Appointment
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Brief ready for
Brief readyLive and interactive · qualified, briefed, and booked
Every lead qualified, briefed, and booked · intake and scheduling, not advice · you own your data
In short
Last updated July 2026
Law firm intake software captures every new client inquiry, screens the matter against the firm's practice areas and criteria, runs a conflict check, collects the documents the matter needs, and books the consultation. Most tools do this with forms and a pipeline, so a person still has to call back, ask the follow-up questions, and chase the paperwork. Consultations runs that discovery conversation itself, the moment the inquiry lands, and hands the attorney a prepped brief.
Works with your calendar
Intake only · never advice
Why it works
What your practice gets with law firm intake
Respond instantly
Every inquiry is answered the moment it arrives, so the firm stops losing clients to slow replies.
Screen and organize
The AI screens the matter and collects documents, so each file is organized before an attorney sees it.
Advice stays with attorneys
The agent gathers facts and books. Only your attorneys give legal advice.
What it handles
Run the intake, qualify the lead, book the appointment
Consultations runs the discovery conversation, asks the right questions, collects the details and documents you need, qualifies the lead, books the paid appointment, and hands you a prepped brief, all in one place.
- Respond to every new client inquiry instantly
- Screen matters against your practice areas
- Collect the documents a consult needs
- Book consultations with a prepped brief
- Convert more inquiries without more staff
Verdict
QualifiedDetails collected, lead qualified, and the paid appointment is on your calendar.
Why Consultations
Intake run, lead qualified, appointment booked
Not a calendar link, not a static form, not a separate qualification step. One AI conversation replaces the calendar link plus form plus qualification plus brief, and hands you a prepped client ready for the meeting.
Runs the consultation
The AI runs the discovery conversation, asks the right follow-ups, and collects the details and documents you need before the call.
Qualifies and books
It scores fit against your criteria, qualifies the lead, and books the paid appointment straight onto your calendar.
Intake, not advice
Intake, qualification, scheduling and admin only. Your licensed professionals give the advice. Client data is consented, private, owned and exportable.
What law firm intake software does, step by step
Law firm intake software runs the stretch between a stranger raising their hand and a signed engagement. It captures the inquiry from wherever it lands, gathers the facts of the matter, screens it against what the firm actually takes, runs the conflict-relevant questions, collects the records the attorney will need, and books the consultation.
The reason this is a category of its own, separate from a general CRM, is speed. A potential client who fills out a contact form at 8pm has usually contacted two or three other firms by the time an intake coordinator calls back the next morning. Intake software answers in the moment, which is the single biggest lever on how many inquiries turn into signed clients.
- Capture the inquiry from a web form, a phone call, a chat, or an ad click
- Screen the matter against the practice areas and criteria the firm defines
- Ask the conflict-relevant questions the firm specifies before anyone is booked
- Collect the police report, the policy, the contract, or whatever the matter needs
- Book the paid consultation and hand the attorney a prepped brief
Why a form is not enough for law firm intake
An intake form cannot ask a follow-up question. When a potential client types "car accident, three weeks ago" into a box, a form has no way to ask whether they saw a doctor, whether the other driver was insured, or whether they already signed with another firm. Those answers decide whether the matter is worth a consultation, and a form never gets them.
A conversation gets them. Consultations runs the intake as an actual back-and-forth, so it probes where the answer matters and moves on where it does not. What the attorney receives is not a wall of form fields, it is a one-page brief they can read in ninety seconds before the consult starts.
Conflict checks and the guardrail
Consultations asks the conflict-relevant questions your firm defines and surfaces the answers in the brief. It flags what you told it to flag. It does not make the conflicts determination and it does not clear a matter. A lawyer at the firm reviews and decides, which is where that call belongs.
The same line runs through everything the agent does. It handles intake, fact-gathering, matter screening, and scheduling. It never tells a potential client whether they have a case and never gives legal advice. Your attorneys advise, every time, and every detail the client shares is consented, private, and owned by your firm.
Honest comparison
Law firm intake software compared on price and what it actually does
Four of the six best-known legal intake products will not publish a price. Here is what each vendor lists on its own pricing page, checked in July 2026, next to the thing that separates them: whether the software itself holds the intake conversation or whether a person still has to.
| Tool | What it is | Published price (checked July 2026) | Runs the discovery conversation? |
|---|---|---|---|
| Consultations | AI intake agent: qualifies, collects documents, books the paid consult, hands over a brief | $49 to $299 per month by firm size, not per user | Yes, it runs the conversation and briefs the attorney |
| Clio Grow | Legal CRM and intake forms inside the Clio ecosystem | $59 per user per month, added to a Clio Manage plan ($89 to $119 per user) | No, it is forms and a pipeline. A person calls back |
| Lawmatics | Legal CRM with deep marketing and workflow automation | Not publicly listed. Minimum 3 users. QualifyAI lead scoring is metered from $150 per month | No, it is forms and automated sequences |
| Smith.ai | Human virtual receptionists, plus a separate AI receptionist | Human: $300 per month for 30 calls, then $11.50 per call. AI: free for 25 calls, $150 per month for 75 | Humans do, but included intake is capped at 5 questions |
| Intaker | AI chat, text, and Local Services Ads lead capture for law firms | Not publicly listed | Partly. It engages by chat and text, it does not brief you |
| Lead Docket | Filevine's lead management with strong marketing ROI attribution | Not publicly listed. Quote only | No, it queues the lead for your intake team |
Prices were read from each vendor's own pricing page on July 14, 2026 and change often. Clio's figures are the annual-commitment rates it publishes; month-to-month is higher and Clio does not publish it. Verify with the vendor before you buy.
People also ask
Law firm intake: the questions buyers actually search
What is the best intake software for a small law firm?
For a solo or small firm the deciding factor is usually the pricing model, not the feature list. Per-user pricing punishes you for hiring a lawyer, and per-call pricing punishes you for marketing well. A small firm doing real intake volume should look hardest at tools priced by firm rather than by seat, and should insist the tool answers after hours, when most inquiries actually arrive.
How much does law firm intake software cost?
It is usually priced per user per month, per call, or by quote. Clio Grow adds $59 per user per month to a Clio Manage plan of $89 to $119 per user (checked July 2026). Smith.ai starts at $300 a month for 30 answered calls. Lawmatics, Intaker, Captorra, and Lead Docket do not publish prices. Consultations is $49 to $299 per month by firm size.
Can intake software work after hours?
Yes, and this is where it earns its keep. Most inquiries to a law firm arrive at night and on weekends, when no coordinator is at the desk. Consultations answers the moment an inquiry lands, at any hour, runs the intake conversation, and books the consult, so the firm stops handing after-hours leads to whichever competitor picks up first.
Does law firm intake software handle conflict checks?
Most intake tools capture the information a conflict check needs, and some match it against existing clients and matters. Consultations asks the conflict-relevant questions your firm defines and surfaces the answers in the intake brief. It does not make the conflicts determination. A lawyer at the firm reviews the flags and decides.
Will intake software replace our intake coordinator?
It replaces the first pass, not the person. The software answers instantly at any hour, asks the follow-up questions, collects the documents, and books the consult, which is the work that gets lost on nights and weekends. Judgment calls, difficult callers, and the conflicts decision still belong to your staff and your attorneys.
Good questions
Questions about law firm intake
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Go deeper on law firm intake
Run the intake and book the appointment.
Let the AI run the discovery conversation, qualify the lead, collect the details and documents, book the paid appointment, and hand you a prepped brief. Intake only, never advice, and your client data stays yours.
One AI conversation · qualifies and books · prepped brief in hand · intake only, never advice