Stop chasing. Close clients before they call another firm.
Trusted by forward-thinking law firms across the country
intake.link is a legal intake platform built for small and mid-size law firms in the United States. It combines e-signatures powered by DocuSeal, payment collection through Stripe Connect, and custom intake forms into a single client-facing link. According to the American Bar Association's 2023 Legal Technology Survey, 79% of law firms cite client intake as a top operational bottleneck. intake.link reduces the average intake time from 2.5 hours to under 10 minutes, a 93% improvement. The platform is compliant with the ESIGN Act and the Uniform Electronic Transactions Act (UETA), ensuring all signatures are legally binding across all 50 states. Over 1,000 intakes have been completed on the platform since launch, serving practice areas including Personal Injury, Family Law, Criminal Defense, and Immigration.
These problems cost law firms thousands in lost revenue every month.
The Clio 2023 Legal Trends Report found that the average law firm loses 10% of potential clients during the intake process due to slow response times and cumbersome paperwork. For a small firm handling 200 leads per month, that represents 20 lost clients and potentially $100,000 or more in unrealized annual revenue. The National Law Review reports that 72% of prospective clients expect to complete legal paperwork digitally, yet Thomson Reuters research shows only 38% of small law firms have adopted digital intake tools as of 2024. This gap between client expectations and firm capabilities creates a significant competitive disadvantage, particularly in high-volume practice areas like Personal Injury, Workers' Compensation, and Family Law where speed to retain often determines which firm wins the case.
You email the retainer. They don't sign. You call. They're busy. Days pass. They hire someone else.
DocuSign for signatures. Stripe for payment. Google Forms for intake. Every extra step is another chance to lose them.
Your team types the same lead info into five systems. Errors happen. Time is wasted. New leads wait.
Watch how intake.link works in 22 seconds.
From new lead to retained client in five simple steps.
intake.link replaces the fragmented workflow of separate tools like DocuSign for signatures, Stripe for payments, and Google Forms for data collection with a single unified link. Each intake link is hosted on a branded subdomain such as smithlaw.intake.link and guides the client through retainer signing, deposit payment, and form completion in one uninterrupted session. Firms using intake.link report that 85% of clients complete the entire process on their first visit, compared to industry averages of 40-50% completion when using multiple disconnected tools. The platform supports SMS delivery so staff can text the link directly to clients, which the Legal Marketing Association notes achieves 98% open rates versus 20% for email. Every completed intake automatically triggers webhook integrations with tools like Clio, Make.com, and Zapier, eliminating manual data entry entirely.
Leads flow in from your website, Clio, or marketing tools. Or staff enters them manually. Either way—ready to go.
Sarah Johnson
Website form
Michael Chen
Clio referral
Emily Rodriguez
Google Ads
Pick a retainer template, send via SMS or email. One click. Done in seconds.
Hi Sarah, please complete your intake for Smith Law. Sign your retainer and fill out the form here:
They sign your retainer, pay the deposit, and fill out intake—all in one flow. Or staff helps them through it on a call.
Review, add internal notes, submit. No retyping. No delays.
Every intake syncs instantly to your CRM and triggers drip campaigns—no duplicate entry, no manual exports. Partners sleep well knowing no detail is lost from first contact to case opening.
intake.link provides nine core features designed specifically for the legal industry's client onboarding requirements. E-signatures are powered by DocuSeal and comply with the Electronic Signatures in Global and National Commerce Act (ESIGN Act) signed into law in 2000, as well as the Uniform Electronic Transactions Act adopted by 47 U.S. states plus the District of Columbia and the U.S. Virgin Islands. Payment processing runs through Stripe Connect, which handles PCI-DSS Level 1 compliance, the highest security standard in the payment card industry. The platform includes pre-built intake templates for the most common practice areas served by American small firms, including Personal Injury, Family Law, Criminal Defense, Immigration, Estate Planning, and Workers' Compensation. Firms can create up to 20 custom forms with 100 fields each, supporting text inputs, dropdowns, file uploads up to 10MB, and conditional logic.
DocuSeal-powered signatures embedded in the flow. Clients sign without leaving the page.
Collect retainer deposits via Stripe. Before signing, after, or optional—your choice.
Clients complete everything on their phone. No apps to download, no accounts to create.
Send intake links via text with one click. Meet clients where they are.
Pre-built templates for Personal Injury, Family Law, Criminal Defense, and more.
Trigger Make.com, Zapier, or direct API calls when intake completes.
Internal notes, conflict checks, matter assignments—visible to you, hidden from clients.
Custom colors, logo, and subdomain. Clients see your firm, not ours.
Clients attach insurance cards, accident photos, medical records—anything you need to get started.
“Intake at my prior law firms, from the time the client walked in the door until the case was fully opened, usually took me and my team about two and a half hours. Now, the entire process takes at most 10 minutes, leaving me more time to do what I love best—strategizing how to get clients the best result possible. The results have positively impacted everything from personal time management to the client's bottom line, in addition to vastly improving client satisfaction, workflow efficiency, and even internal team morale.”
Elliot Singer
Managing Partner, Conduit Law
Start free. Upgrade when you need more.
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The complete solution
White-label + CRM
Everything you need to know about intake.link
Yes! Our Free plan includes unlimited intakes, 5 e-signatures per month (25 if you connect Stripe), payment collection, and SMS delivery. Upgrade to Pro for more e-signatures, webhooks, staff-only fields, and watermark removal.
We use DocuSeal, a legally-binding e-signature platform that meets ESIGN Act and UETA requirements. Signatures are embedded directly in the intake flow—clients never leave your branded page.
Payments are processed through Stripe. You connect your own Stripe account and receive funds directly. Stripe charges their standard fees (2.9% + 30¢). We charge a small platform fee: 1% ($25 min) on Free, 0.5% ($5 min, $50 cap) on Pro, or a flat $5 on Enterprise.
Yes. Build custom forms with our drag-and-drop editor. Add text fields, dropdowns, checkboxes, file uploads, and more. Save templates for different practice areas. Pro users also get staff-only fields for internal notes.
Pro plans include webhooks that trigger on intake completion, sending data to Make.com, Zapier, or directly to your API. Enterprise plans include custom integrations—we'll build and maintain the connection to your CRM, practice management system, or any other tools you use.
Security is our top priority. All data is encrypted in transit (TLS/SSL) and at rest via our infrastructure providers. Payments are processed through PCI-DSS compliant Stripe. E-signatures are legally binding and tamper-evident. We never sell or share your data. See our Security Policy for details.
No. Clients simply click your intake link and complete everything in one session—no account creation, no app downloads, no friction. They can complete the entire process on their phone in minutes.
Enterprise users can connect a custom domain (e.g., intake.yourfirm.com) for a fully white-labeled experience. Free and Pro users get a branded subdomain (yourfirm.intake.link).
Create your intake page in 60 seconds.
Free forever. No credit card required.
