AI intake + LSO-compliant practice management

Turn your website into a
24/7 intake assistant.

Intaklo captures, qualifies, and routes every lead that visits your law firm's website — then runs the whole file: cases, billing, trust accounting, and compliance in one place.

14-day free trial · You won't be charged until day 15

intaklo.com/dashboard

New leads

24

Qualified

18

Consultations

7

Retained

5

Recent leads

Sarah Johnson

Personal Injury

2m ago

Michael Chen

Business Law

15m ago

Lisa Thompson

Family Law

1h ago

Robert Williams

Estate Planning

3h ago

Every lead scored and triaged the moment it arrives.

Why intake-first wins

+53%

more revenue for solo firms using online intake, e-signatures & scheduling

+48%

more client leads for those same solo firms

79%

of small firms already run on cloud practice-management software

Source: 2025 Legal Trends Report

Works for every practice area

Personal InjuryFamily LawImmigrationCriminal DefenseEstate PlanningReal EstateEmployment LawBusiness LawTax Lawand more
The problem

Most law firms lose
70% of their leads before anyone calls them back.

Studies show that contacting a lead within 5 minutes makes them 100x more likely to convert. But most firms don't even check their contact form until the next morning. Your competitor with the chat widget calls them first — and wins the case.

5 min

Ideal response time to convert a lead

24 hr

Average firm response time with a contact form

100x

More likely to convert with instant response

See it in action

From website visitor to qualified lead in 60 seconds

1

Visitor chats on your website

AI
Hi! I'm the intake assistant. What happened?
I was in a car accident last week...
AI
I'm sorry to hear that. Were you injured?

The AI widget asks smart intake questions tailored to the case type — 24/7, on autopilot.

2

Lead appears in your dashboard

New Leadjust now
NameSarah Johnson
Case typePersonal Injury
PriorityHigh
QualificationQualified

Instantly scored by AI for priority and qualification. Hot leads are flagged so you call them first.

3

AI generates a summary

AI Summary

Client involved in a rear-end collision on Hwy 401 on March 28. Reports neck and back pain. Visited ER same day. Currently unable to work. Has photos of vehicle damage. No prior representation. High urgency — recommend same-day callback.

Full case summary, urgency assessment, and recommended next steps — written by AI in seconds.

Compliance built in

The only practice management built around LSO By-Law 9

Most legal software bolts compliance on as an afterthought. Intaklo is designed around it — so a Spot Audit is a download, not a panic.

Trust accounting that can't go wrong

Every trust transaction runs through atomic, double-checked operations: two-person approval on electronic transfers, per-client balance guards, and earmark and dispute checks before money moves to the firm. Stale-cheque and unclaimed-funds rules are enforced for you.

Two-person approvalPer-client ledgersStale-cheque alerts

Spot-audit ready, always

One click builds your complete Form 9A binder — receipts and disbursements journals, per-client trust ledgers, monthly three-way reconciliation, fees and transfer ledgers, and the valuable property record — as a single ZIP, for any period you choose.

Form 9A binderThree-way reconciliationPDF + CSV

Conflict checking on autopilot

Run AI-assisted conflict checks across every contact, party, and matter. Re-checks fire automatically when a new party, contact, or team member is added — and every check lands in the audit log.

Auto re-checksFull audit trail

Limitation periods + firm deadlines

A built-in limitation engine tracks notice and filing deadlines by cause of action, with statute citations. The firm compliance calendar covers annual filings and monthly trust comparisons, with email reminders before anything is due.

<30-day warningsStatute citationsEmail reminders
Features

Everything you need to run a modern practice

Built specifically for law firms. Intake, case management, billing, and compliance in one tool — instead of four subscriptions that don't talk to each other.

AI intake widget

An embeddable chat widget that captures leads 24/7 — or use your hosted intake page with zero install. Asks the right questions for your practice area, all without a human.

Automatic lead scoring

Every lead is analyzed by AI for priority, qualification, and urgency. Hot leads bubble to the top of your dashboard so you call them first.

Lead pipeline

A clean kanban-style pipeline tracks every lead from new → contacted → consultation → retained → closed. Never lose track of a lead again.

Case files

Convert qualified leads into case files in one click. Documents, notes, tasks, court dates, deadlines, and compliance — every matter in one place.

Client portal

A secure magic-link portal where clients upload documents, sign electronically, and pay invoices — no passwords to forget, no attachments to chase.

Time tracking & billing

Log billable time against cases, generate invoices, and take payment online. Credit notes, payment reminders, and AR aging included.

Two-way calendar sync

Court dates, consultations, and deadlines sync both ways with Google Calendar and Outlook — near-real-time, so your calendar is always the truth.

QuickBooks Online sync

Push customers, invoices, payments, and credit notes to QuickBooks automatically. Your bookkeeper gets clean books without double entry.

Email-to-matter

Every matter gets its own email address. Forward or CC correspondence and it lands on the right file — attachments virus-scanned and stored.

Document templates

Generate engagement letters, non-engagement letters, and client communications from templates — with required limitation warnings enforced.

Team roles & security

Invite paralegals and lawyers with 8 granular roles. MFA with recovery codes and a full audit log of every action. Flat per-firm pricing — a teammate never costs more.

Reporting

Conversion rates, lead sources, AR aging, and revenue trends — with CSV exports your accountant will actually accept.

Mobile companion app

Your practice, in your pocket

Check leads, calendar, and contacts from anywhere, start a billable timer between meetings, and get a push notification the second a hot lead lands.

On iPhone and Android

New leadnow

Sarah Johnson

Personal Injury · High priority

Timer running

00:42:17

Leads
Calendar
Contacts
How it works

Live in 5 minutes. Seriously.

No engineers. No long onboarding calls. No “implementation specialist” you'll never speak to again.

1

Sign up

Create your account and start your 14-day free trial.

2

Customize

Pick your brand color, button label, and greeting message.

3

Install

Paste one line of code, use the hosted page, or we install for you.

4

Capture leads

Every visitor who chats becomes a scored lead in your dashboard.

Don't want to touch your website?

We'll install it for you. Free.

Tell us about your site and our team will install Intaklo for you. Most installs take under 30 minutes. Available on every plan.

Get started free
Built to be trusted

Serious software for a serious profession

Your firm is held to the LSO's standard — so we built Intaklo to it. Secure, audited, and set up for you from day one.

Secure by design

Multi-factor authentication with recovery codes, encryption at rest, strict per-firm data isolation, and a full audit log of every action. Trust movements run through atomic, double-checked operations.

Set up for you, free

We install your intake widget, import your contacts, and walk through trust-accounting setup with you — included on every plan. Most firms are live in under 30 minutes.

A direct line, not a ticket queue

Talk straight to the people building Intaklo — no phone tree, no offshore tier-1, no waiting a week for a reply. Real answers, usually same day.

By-Law 9

trust accounting, native

8 roles

granular team permissions

2-way

Google + Outlook calendar sync

1-click

Form 9A spot-audit pack

How we compare

Built for modern firms, priced fairly

IntakloLawmaticsLead DocketContact form
AI intake widget
AI lead scoring
Hosted intake page
Case management
Trust accounting (By-Law 9)
Conflict checking
Time tracking & billing
Flat per-firm pricing
Starts at$59/mo$200+/mo$125/user/moFree
Pricing

Simple, flat pricing. No per-user trap.

Starts at $59/mo. No setup fees. No annual contracts. Cancel anytime. 14-day free trial — cancel before it ends and you pay nothing.

See full pricing

Stop losing leads.
Start tomorrow with Intaklo.

Join the modern law firms running intake, cases, billing, and trust accounting in one place. Set up in 5 minutes. First lead by tomorrow.

14-day free trial · Cancel anytime before it ends and pay nothing