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Intaker

Brand: Intaker

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Intaker Software Overview

Intaker Company Details

Founded Year:  2019

Digital front desk for law firms.

Director/Founders Erfan Dehghanfar
Company Size 1-100 Employees

Intaker Pricing & Plans

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Price Available on Request

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Intaker Features

  • icon_check Lead Management
    Capture, organize, and track prospective clients from inquiry to conversion.
  • icon_check Contact Management
    Store and manage client contact details in a centralized database.
  • icon_check Workflow Automation
    Automate follow-ups, reminders, and repetitive intake processes.
  • icon_check Appointment Scheduling
    Enable clients to book consultations through integrated scheduling tools.
  • icon_check SMS Messaging
    Send and receive text messages for faster client communication.
  • icon_check Email Management
    Manage client emails and automate communication workflows.
  • icon_check Document Management
    Store, organize, and access client documents securely.
  • icon_check Pipeline Management
    Visualize and manage leads through different intake and conversion stages.
  • icon_check Task Management
    Create, assign, and track tasks related to client intake activities.
  • icon_check Reporting & Analytics
    Generate insights on lead sources, conversion rates, and team performance.
  • icon_check Chatbot Integration
    Engage website visitors and capture leads using AI-powered chatbots.
  • icon_check Customizable Forms
    Design intake forms tailored to specific practice areas and workflows.
  • icon_check Data Synchronization
    Sync client and lead data with connected business applications.
  • icon_check Role-Based Access Control (RBAC)
    Restrict system access based on user roles and permissions.

Intaker Specifications

Supported Platforms
Windows Windows MacOS MacOS
Devices
Desktop Desktop
Deployment
Cloud-Based Cloud-Based
Suitable For
Law Firms
Business Specific
Law Firm
Business Size
Small Business Startups Medium Business Enterprises SMBs SMEs
Customer Support
Phone Email Live Chat
Language
English
Integration
API Integration
Training Resources
Live Online Webinars Documentation Videos
AI Features
AI Integrated
Technology
Next Generation
Compliance Regulation
HIPAA CCPA CPRA

Intaker Review

Techjockey Trusted Reviews from Verified Users

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Terms and Condtions

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Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.

For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:

  • the GSTIN of the user associated with their registered business, and

  • the specified Entity Name for their business.

It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.

Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.

Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.

Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.

To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.