Intake No. 001 — Retainer

Turn every inquiry into a signed client.

The lead you miss doesn’t call back — they call the next firm on the list. Studies show most legal consumers hire the first attorney who responds, and after-hours inquiries are often the ones that slip away.

With Intake Form Pro, while your competitors are checking messages Monday morning, you’ve already got the signed engagement letter.

Start free See how it works No card required · set up in a day

Built for the way firms actually intake

1 link: from inquiry to signature
AI: summary on every submission
E-sign: retainers built in
Your brand: on every form

What it does

Everything between “interested” and “signed.”

Intake leaks at the handoffs. This closes every one of them inside a single link.

intakeformpro.com/templates

The template library: six practice-area intake templates with field counts and completion times

Intake analytics: submissions, conversion rate, lead score distribution and traffic sources

The submissions pipeline: every enquiry in one queue, filtered by status

79 fields, ready to send

Template library. Six practice areas with field counts and completion times — clone one and it is live on a link the same day.

Capture

Branded intake forms

Forms that carry your logo, colors, and practice areas. Share as a link or QR code — no developer required.

Template library
Custom intake fields
Conditional logic
Link + QR code
White-label branding

The template library: practice-area intake templates with field counts and completion times

Triage

AI reads every submission

Each inquiry is summarized, categorized, and flagged for urgency and conflicts the moment it lands.

AI submission briefs
AI Voice Intake Interviews
AI lead scoring
Urgency & conflict flags

A submission brief: summary, key issues identified with severity, lead score and the attorney-review notice

Sign

Retainers, e-signed

Send the engagement letter and collect a legally-binding signature without leaving the platform.

E-signed retainers
Reusable engagement templates
Audit logs

The retainer template editor: placeholders for firm, client, date and practice area that fill in automatically when the agreement is sent

Manage

One desk for the pipeline

Track every lead from first contact to signed client, with your whole team in the loop.

Team members
Automated follow-ups
AI chat widget
CRM integrations
API access

AI Interviewer

Some clients would rather talk than type.

Stressed, injured, or reaching out after hours — some clients freeze at a long form. The AI Interviewer gives them another way in: a natural, conversational voice walks them through your intake, asks the smart follow-ups a seasoned intake specialist would, and fills the form for them while they talk.

Enable it on any intake link with a single toggle
Every interview lands as a complete, structured submission in your dashboard
Each one gets an AI case brief and lead score, same as a typed intake

Included with Professional (10 interviews/mo), Growth (30/mo), and Enterprise (100/mo).

Start free

Voice intake — live

When did the accident happen?

“It was August fourth — I was rear-ended at a stoplight.”

I’m sorry that happened. I’ve noted the date — and could you tell me where it took place?

incident_date → filled ✓ on the form

The form fills itself while the client talks

Sign

From inquiry to signature, without the back-and-forth.

Review the AI summary, send the engagement letter, and collect a legally-binding signature — all in the same place the lead came in.

Send retainers the moment a lead qualifies
Reusable, branded engagement templates
Signed copies filed against the matter automatically

Start free

Engagement letter — Ellis / Harker & Vance

Marguerite Ellis · verified by email + IP

Signedbinding

Filed against the matter the moment it’s signed

Watch

Ninety seconds inside a firm that stopped losing leads.

She fills out the form at 8:12pm. The partner reads the AI brief at 8:14, still at his desk. The retainer is signed before breakfast — no paper, no printer, no waiting on a callback.

Muted loop — starts itself when it reaches the screen.

How it works

Three steps from link to client.

Build your form

Start from a template or blank. Add your branding and the questions that matter for your practice.

About 20 minutes

Share one link

Put your intake link on your site, in an email, or as a QR code on print. Prospects finish it in minutes.

Same afternoon

Sign & onboard

Review the AI summary, send the retainer, and onboard the client — often the same day.

Often same day

We stopped losing leads to slow follow-up. The retainer is signed before they ever call another firm.

Managing partner · plaintiff’s practice

Pricing

Start free. Upgrade when it pays for itself.

One signed matter covers a year of any plan on this page.

Free

^$0

Get started with 3 free AI case briefs

1 branded intake form
3 AI submission briefs, one-time

Start free

Your clients’ data, protected by design.

Law firms run on confidential information, so security is built into how we operate — not bolted on later. We’re actively pursuing SOC 2 compliance, backed by continuous monitoring and an ongoing internal audit program.

SOC 2

Audit in progress

We’re actively pursuing SOC 2 compliance — building and documenting the controls a formal audit requires.

Monitoring

BGIYA Security

BGIYA Security, our continuous monitoring system, watches our infrastructure for anomalies and threats around the clock.

Auditing

Internal audit program

An internal auditing program continuously reviews access, activity, and controls — not just once a year.

Infrastructure

SOC 2-compliant hosting

Your data lives on SOC 2-compliant cloud infrastructure (DigitalOcean), served over encrypted connections.

Get started

Your next client is already filling out someone’s form.

Make it yours. Build your intake link free — no card, no contract.

Start free See the walkthrough