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Listed in Legal & Contracts with 9 other toolsPart of 2388+ curated AI tools on AISO
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Intakelink

One client link for legal intake forms, e-signature and retainer payment, built for small US firms

freemiumThree tiers, billed monthly or annually with 20% off annual. Free is $0 forever and includes a branded intake form on a firmname.intake.link subdomain, custom logo and colours, the drag-and-drop form builder, the full one-link form-to-sign-to-pay flow, 5 e-signatures per month (25 if Stripe is connected), payment collection at 1% plus a $25 minimum fee, file uploads, unlimited submission history, one email notification recipient, SMS notifications, QR code sharing and a public directory listing. Pro is $99/month and adds 50 e-signatures per month, lower payment fees (0.5% plus a $5 minimum, capped at $50), up to 3 staff members, removal of the "Powered by" watermark, webhook integrations for Zapier and Make, search and filtering, CSV export, staff-only fields, 10 email recipients, the option to hide from the public directory and priority support. Enterprise starts at $299/month with flat $5 per-transaction fees, unlimited e-signatures and staff, a custom domain, CRM integrations for Clio and PracticePanther, advanced analytics, white-glove onboarding and a dedicated account manager.View full pricing →

Visit Intakelink

https://intake.link

About Intakelink

Intakelink collapses the three separate steps a law firm normally puts between a prospect and a signed matter — the intake form, the retainer signature and the deposit — into a single client-facing link. E-signatures are powered by DocuSeal, payments run through Stripe Connect, and the intake form itself is built in a drag-and-drop editor, so a prospect opens one URL and completes all three in sequence without downloading anything or creating an account. The product is aimed squarely at small and mid-size US firms in personal injury, family law, criminal defence and immigration, and the vendor argues the case with published research rather than assertion: the American Bar Association's 2023 Legal Technology Survey putting intake among the top operational bottlenecks, the Clio 2023 Legal Trends Report finding the average firm loses roughly 10% of potential clients during intake, and Thomson Reuters research showing only 38% of small firms had adopted digital intake tools as of 2024. Intakelink reports reducing average intake time from about 2.5 hours to under ten minutes and states that more than 1,000 intakes have been completed on the platform since launch. Signatures are ESIGN Act and UETA compliant and the vendor states they are binding in all fifty states. Each firm gets a branded subdomain with its own logo and colours, with a custom domain available on the top tier.

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Key Features

Form, e-signature and payment in one client-facing link
DocuSeal e-signatures, ESIGN and UETA compliant
Stripe Connect payment collection with tiered fee caps
Drag-and-drop form builder with practice-area templates
Clio and PracticePanther CRM integrations on Enterprise

Tags

legal-teche-signatureclient-intakestripelaw-firms
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