IntakeOS

AI Intake + Scheduling for Law Firms

Turn website visitors into booked consultations automatically. IntakeOS qualifies leads, collects details, and books them straight into your calendar with no receptionist needed.

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Why Intake OS

• 24/7 Lead Capture – Never miss a potential client.• Instant Scheduling – Qualified leads book straight into your calendar.• Smarter Intake – AI confirms your practice areas before sending to your team.

Plans and Pricing

Standard - $199

Gain access to our standard model AI Agent.
✔ Intake + Scheduling
✔ Weekly Lead Reports
✔ 1 Calendar Integration
✔ Google Sheets Export

Premium - $399

Everything in Standard, plus:
✔ Client Q&A Knowledge Base
✔ Multi-Practice Routing
✔ CRM Integration (Clio, HubSpot, etc.)
✔ Priority Support

Custom(Price will vary)

We will work with you to build a custom AI Agent to meet your specific business needs

How it Works

3 Steps to IntakeOS

1. We Install the bot on your site (done-for-you setup).
2. Leads Engage — IntakeOS collects info + confirms practice area.
3. You Get Bookings — meetings appear directly in your calendar.

Security & Privacy

Security Matters

• Conversations are encrypted in transit (HTTPS).• Data goes only to your email/CRM.• No legal advice is provided — IntakeOS is an intake + scheduling assistant only.

Test Here

Try a free demo

This will allow you to test our standard product.