Your clients talk.
Intake listens.
Instead of an old web form, our system deploys a personalized intake conversation you design. It collects your client's information and inspires them at the same time. You get back the high-quality, structured, organized and inspired information you need from your client in minutes.
Thanks for that background. I've saved your firm details. What's the primary matter type for this case?
Patent infringement. Our client holds 3 utility patents in the SaaS authentication space.
Got it, saved under Case Background. Do you have the patent numbers handy? I can record those now.
See It In Action
Three steps. Five minutes. Done.
Design your intake through conversation, let your client talk naturally, and get structured results ready to use.
Design your intake
Describe your business and what you need to know. Our AI builds a conversational intake template tailored to your workflow.
Your client talks
Share a link. Your client has a natural conversation with your intake agent — no forms, no friction, no login required.
Get structured results
Review organized, structured data from every conversation. Export it, or use it to hit the ground running on day one.
The Problem
Static forms weren't built for
complex client onboarding.
Your clients abandon long forms. They forget to attach documents. They give one-word answers to open-ended questions. Then you spend hours on follow-up emails collecting what you needed in the first place.
Intake fixes this. A smart Intake Agent conducts the conversation for you, asking the right follow-ups, accepting file uploads mid-conversation, and organizing everything into the exact structure you need.
5 min
Average session
vs. days of email back-and-forth
87%
Completion rate
vs. ~20% for long forms
3x
More detail
Asks the follow-ups you would
0
Client friction
No signup, no login, one link
How It Works
Three steps. Five minutes. Done.
Step 01
Describe what you need
Tell our Template Designer what kind of intake you need. It builds your template through conversation: sections, agent persona, and conversation flow. No manual configuration.
Step 02
Send your client a link
Generate a unique intake URL. Your client clicks it, talks to your Intake Agent, uploads files, and shares everything you need. No signup required on their end.
Step 03
Review structured results
Everything collected (answers, files, URLs) organized into the sections you defined. Export as ZIP, review the transcript, or pull data into your workflow.
87%
avg. completion rate
Why Professionals Choose Intake
Collect better information
with less effort.
Conversations over questionnaires
People give richer answers when they talk naturally. Your agent asks intelligent follow-ups that a static form never could.
Documents processed automatically
Clients drop in a business plan, contract, or brand guidelines. Intake reads it and extracts relevant info across every section automatically.
Auto-branded to match your business
Paste your website URL and Intake reads your brand colors automatically. Your clients see your colors, your agent name, your tone. Every tier, every plan.
One link, zero friction
No client accounts, no app downloads, no password resets. Click a link and start talking. That's it.
What Professionals Say
Trusted by firms that value
their clients' time.
“Intake cut our new-matter onboarding from three days of back-and-forth emails to a single 10-minute conversation. Clients actually enjoy the process now.”
Rachel Torres
Managing Partner, Torres & Reeves LLP
“Patients complete the intake before they even arrive. Our front desk staff went from spending 40 minutes per patient on data entry to reviewing pre-organized information.”
Dr. Michael Chen
Practice Administrator, Lakewood Family Health
“The follow-up questions are what sold me. We get three times the detail from discovery sessions because the agent knows exactly when to dig deeper.”
Sarah Okonkwo
Principal Consultant, Meridian Strategy Group
Built For Every Industry
One platform. Infinite use cases.
Legal
Client intake, case details, conflict checks
Healthcare
Patient forms, medical history, insurance
Consulting
Discovery calls, project scoping, SOWs
Web & Design
Project briefs, brand info, content collection
Real Estate
Buyer qualification, property preferences
Finance
Risk assessments, KYC, account opening
Insurance
Claims intake, policy applications
Recruiting
Candidate screening, role requirements
Artificial intelligence can make mistakes, see our privacy policy on what you should share with our systems.
Pricing
Start free. Scale as you grow.
Your first complete intake is on the house. No credit card needed.
Free
Your first intake is on the house
- 1 intake session
- 1 template
- Conversational agent
- Auto brand theming
- ZIP export
Starter
For solo practitioners & freelancers
- 25 intakes / month
- 3 templates
- Conversational agent
- Auto brand theming
- File uploads & parsing
- URL analysis
- ZIP export
Professional
For growing firms & agencies
- 100 intakes / month
- Unlimited templates
- Conversational agent
- Custom agent persona & voice
- Auto brand theming
- File uploads & parsing
- URL analysis
- ZIP export
Business
For high-volume organizations
- 500 intakes / month
- Unlimited templates
- Conversational agent
- Custom agent persona & voice
- Auto brand theming
- File uploads & parsing
- URL analysis
- ZIP export
- Dedicated support
Need more volume? $1.80 per additional intake or contact us for enterprise pricing.
Frequently Asked Questions
Everything you need to know
What is Intake?
Intake is a conversational client intake platform that replaces static forms and questionnaires. Instead of sending a long form, you send a single link. Your client has a natural conversation with an intelligent agent that asks the right follow-up questions, accepts file uploads, and organizes everything into structured sections, ready to use in minutes.
How does Intake work?
Three simple steps: (1) Describe the information you need and Intake builds your template through conversation. (2) Share a unique link with your client, no signup required on their end. (3) Review structured results, download as ZIP, or export to your workflow. The average session takes about 5 minutes.
Do my clients need to create an account?
No. Your clients click a single link and start talking immediately. There is no signup, no login, and no app to download. Zero friction.
What industries is Intake designed for?
Intake works for any industry that needs to collect structured information from clients. Popular use cases include legal client intake, healthcare patient forms, consulting discovery, web and design project briefs, real estate buyer qualification, financial KYC, insurance claims, and recruiting candidate screening.
Is Intake free to try?
Yes. Your first complete intake session is free with no credit card required. Paid plans start at $29/month for 25 intakes, with Professional at $79/month and Business at $199/month for higher volume.
Can clients upload files during an intake?
Yes. Clients can upload documents (PDF, DOCX), images, and other files directly in the conversation. Intake processes and extracts relevant information from uploaded files automatically, organizing it into the appropriate sections of your template.
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Ready?
Your first intake is
five minutes away.
Sign up, describe what you need, and Intake builds your template. Share the link and watch the responses come in, organized and ready to use.
Create free accountNo credit card required. First intake is free.