Intelligent intake for law firms
Take the intake out of the intake call.
Intook extracts what matters, asks what’s missing, filters inquiries against your practice, and routes a lawyer-ready brief to the right person — before anyone picks up the phone.
Filter the noise
Keep out-of-scope inquiries from consuming specialist time, and send uncertain matters to the right review path.
Prepare the client
Intook extracts the facts already in their story, asks only what's missing, and gathers what your team wants before the conversation.
Start the call ahead
Your lawyer opens a structured brief instead of reconstructing the matter from scratch, so the first call can focus on judgment and advice.
Raw inquiry
“I was fired yesterday after 11 years and they gave me something to sign.”
Intook
- Extracts the facts already given
- Identifies what is missing
- Asks targeted follow-ups
- Checks your practice scope
- Routes to the right person
Lawyer receives
- Structured matter summary
- Key facts and important dates
- Documents and evidence
- Client objective
- Missing information and questions for the first call
The same prospective client, before and after.
Illustrative example of an employment matter.
Typical website inquiry
- Name
- Jane Doe
- jane@example.com
- Phone
- 416-555-0101
“I was fired yesterday after 11 years. They gave me a package and I’m not sure whether I should sign it.”
Someone has to call back to find out what the matter even is.
Lawyer-ready brief
Wrongful dismissal · Ontario- Situation
- Terminated Aug. 12 after approximately 11 years.
- Role / compensation
- VP Sales · $190,000 base plus approximately $60,000 bonus.
- Offer
- 12 weeks. Release provided, unsigned.
- Client objective
- Wants the severance package reviewed before signing.
- Documents
- Termination letter reported. Release reported.
- Still to clarify
- Employment-agreement termination language · bonus-plan treatment · signing deadline.
Organising only — no merits, no legal conclusions.
You decide what you need. Intook figures out what to ask.
Every matter starts differently. Intook extracts what the prospective client has already told you, identifies the important gaps for that type of matter, and asks the fewest useful follow-up questions needed for a productive first review.
No repeated questions
If the prospective client has already given a fact, Intook does not ask for it again.
Matter-specific intake
A termination inquiry does not follow the same path as harassment, commercial litigation or a family matter.
Stop when the brief is useful
The goal is not a completed questionnaire. It is enough for the lawyer to start intelligently.
How a matter moves
- 1
Filter
Does this inquiry appear to fall within the firm's configured practice?
- 2
Extract
Pull useful facts from the prospective client's own words.
- 3
Clarify
Ask only the highest-value missing questions.
- 4
Route
Send it to the right lawyer or intake team.
- 5
Respond
Prepare the consultation invite, information request or decline for firm review.
Spend lawyer time on the parts that require a lawyer.
Intook handles the information-gathering work before the conversation: the facts, dates, parties, documents and objectives your team wants to know. The lawyer can start where professional judgment actually matters.
A better-prepared client makes for a better first call.
The intake helps prospective clients organise what happened before they speak with the firm, so the lawyer does not have to begin by reconstructing the basics.
Organising, never advising. Intook gathers and structures information for the firm. No merits score, no legal opinion, no predicted result. Your lawyers make the decisions.
Better intake. Still human.
Intook does not replace the consultation. It makes the consultation more useful.
Prospective clients can still call, book or ask to speak with the firm. Intook simply gives the lawyer a better starting point.
Tell us what happened
The client explains the matter in their own words, in their own time.
Speak with the firm
Phone and booking options stay visible throughout the intake.
Start at the facts
The lawyer enters the conversation already informed.
Works with the website you already have.
Add Intook as a floating button, an edge tab, an inline intake, or simply link to a branded hosted page.
Floating button
Feels familiar to visitors and opens the firm's intake.
Edge tab
A persistent “Tell us about your matter” entry point.
Inline intake
Place the intake directly on a Contact or Get Help page.
Hosted page
A branded Intook page, with no website development required.
One small install. Branding and intake changes update automatically.
Match your firm’s logo, colours and visual style while Intook keeps the intake layout consistent and accessible.
Know the matter before the first call.
Intook gives lawyers the context they would otherwise spend the opening minutes of the conversation collecting — while giving prospective clients a clearer, easier way to explain what happened.
See what better intake looks like.
Give prospective clients a better way to explain the matter — and give your lawyers a better place to start.