--- title: "Intaker Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Intaker Software - reviews, pricing plans, popular comparisons to other Customer Communications Management products and more." source_url: "https://www.capterra.com/p/275613/Intaker/" page_type: "product" language: "en" --- # Intaker Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 27, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Intaker ## What is Intaker? Intaker is a legal tech company best known for its law firm chat which pre-qualifies leads 24/7 on autopilot. The live chat is unique as it allows lawyers to film engaging intro and outro videos establishing empathy from the start. Intaker offers additional features, including lead management, two-way business texting, and automated messaging sequences. ## What is Intaker used for? [Customer Communications Management](https://www.capterra.com/customer-communications-management-software/)[AI Legal Assistant](https://www.capterra.com/ai-legal-assistant-software/)[SMS Marketing](https://www.capterra.com/sms-marketing-software/) Top alternative Featured Overall rating Based on 3 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $80 Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Intaker?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://intaker.com&name=Intaker) ## Intaker Overview Updated August 2026 AI summary Intaker provides small businesses with cloud-based tools for customer communications management, CRM, live chat, and lead generation, with a focus on multi-channel messaging via SMS, chat, and email. Its features include AI Copilot, automated lead capture, workflow management, and integrations with legal and scheduling platforms, supporting efficient client intake and communication from one platform. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Intaker 4.7 (3) VS. [4.7 (1,787)](https://www.capterra.com/p/102188/LiveAgent/reviews/) Starting Price $80 Per Month Starting Price $15 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (3) Ease Of Use 4.6 (2,967) Value For Money 4.7 (3) Value For Money 4.6 (2,226) Customer Service 5.0 (3) Customer Service 4.7 (2,352) ## Intaker alternatives [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) [4.5 (3,058)](https://www.capterra.com/p/132666/Pipedrive/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/132666/Pipedrive/) [Intercom](https://www.capterra.com/p/134347/Intercom/) [4.5 (1,135)](https://www.capterra.com/p/134347/Intercom/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/134347/Intercom/) [charles](https://www.capterra.com/p/229087/Charles/) [4.4 (21)](https://www.capterra.com/p/229087/Charles/reviews/) Starting price $349.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/229087/Charles/) [Tidio](https://www.capterra.com/p/144040/Tidio-Chat/) [4.7 (590)](https://www.capterra.com/p/144040/Tidio-Chat/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/144040/Tidio-Chat/) [View all alternatives](https://www.capterra.com/p/275613/Intaker/alternatives/) ## FAQs about Intaker Overview ### What company size and specific industries is Intaker built for? Intaker is designed for lawyers and law firms of all sizes that want to generate more leads. It is built for the legal industry, including solo attorneys, small practices, and larger firms seeking a tool focused on client acquisition and intake. Features and Usability ### What are the key features of Intaker? Intaker offers lead management and lead capture, plus lead qualification and automated routing for sales and marketing workflows. It also includes live chat, chatbot, SMS messaging, email management, CRM, workflow automation, reporting and statistics, activity tracking, and third-party integrations for multichannel communication. Integrations ### Which third-party tools and platforms does Intaker integrate with? Intaker integrates with 14 third-party tools, including legal and workflow platforms such as Clio, Filevine, Lawcus, Lawmatics, Actionstep, and Captorra, plus scheduling and communication tools like Calendly, Acuity Scheduling, Mailchimp, Slack, Docusign, Dropbox Sign, 8am MyCase, and Zapier. Getting Started and Support ### What training and onboarding options does Intaker offer? Intaker provides webinars and videos to help teams get started. Webinars support guided, live instruction for setup and feature review, while videos offer self-paced viewing for learning core functions and revisiting topics as needed. Getting Started and Support ### What customer support options does Intaker offer? Intaker provides Email/Help Desk, Knowledge Base, Phone Support, and Chat. User feedback on support quality is not available here, so no claims can be made about response speed, helpfulness, or common issues. These channels give users direct contact and self-service help for product questions. ## Features AI summary Based on 4,339 Customer Communications Management reviews Capterra data shows that buyers of Customer Communications Management rank the following features as their top priorities: - **SMS Messaging** (**57%** of reviewers rated this feature as critical) - **Chat/Messaging** (**42%**) - **Multi-Channel Communication** (**33%**) Intaker supports all three of the features reviewers rate most important: **SMS Messaging**, **Chat/Messaging**, and **Multi-Channel Communication**. Together, these capabilities help businesses manage customer conversations across channels, respond quickly through text and chat, and keep communication consistent throughout the customer journey, allowing teams to improve responsiveness and maintain stronger customer relationships. Chat/Messaging 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Communicate using direct chat or messages within the system Third-Party Integrations 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Set up connections to third-party platforms to improve business processes Activity Dashboard 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Track and document all activities across devices, networks, and other systems Autoresponders 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Create and automatically send premade copy in response to customer messages CRM 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Intaker 57 features ### All Features - A/B Testing: Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users - AI/Machine Learning: Software program that continuously adjusts its behavior based on observed data - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Augmented Analytics: Analyze data and automatically generate insights using AI/ML technologies - Automated Responses: Automatic reply functionality for incoming messages - Automated Routing: Tickets are automatically assigned to specific agents based on predefined rules - Autoresponders: Create and automatically send premade copy in response to customer messages - Batch Communications: Send messages, notifications, or documents to an entire customer base at the same time - Canned Responses: Shortcuts for inputting frequently used messages - Chat/Messaging: Communicate using direct chat or messages within the system - Chatbot: AI-based platform which conducts a conversation via auditory or textual methods - Code-free Development: Assemble applications and bots from pre-made building blocks without having to write software code or knowing a programming language - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Contextual Guidance: Interprets what a user is doing based on context and helps guide them through the process. - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Experience Management: Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement. - Customer History: Access previous interactions or concerns to maintain customer relationships - Customer Surveys: Tool to send questionnaires to customers to gauge feedback - Customizable Branding: Add customized logos and colors to align with company branding - Email Management: Manage, store and organize emails within the system or via third-party apps - Feedback Management: Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service - For Sales/Marketing: Used as a promotional or demonstration tool in sales and marketing presentations - Inbox Management: Organize, prioritize, and manage incoming communications - Intent Recognition: Helps understand a user's intentions/actions - Interaction Tracking: Track interaction history by documenting conversations for contacts - Interactive Content: Allow the audience to interact or engage with the content - Language Detection: Identify different languages - Lead Capture: Automatically identify and save contact information of potential customers - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Live Chat: Ability to chat online in real time - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Multi-Language: Manage and support multiple languages - Natural Language Processing: Process and analyze human language in text or audio form - On-Demand Communications: Generate personalized communications upon request to meet customer needs - Personalization: Adjust communications based on previous interactions or personal preferences - Pre-Configured Bot: Existing bot models for AI-based tools commonly used for auditory and textual conversation methods - Proactive Chat: Copy on the page or chat window encouraging the user to engage with the chat option - Query Suggestions: See options for potential search queries within the system - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Sentiment Analysis: Categorize emotions expressed and identify if they are positive, negative or neutral - SMS Messaging: Send messages via SMS - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Transcripts/Chat History: View messages sent by both parties during the chat conversation - Transfers/Routing: Transfer queries and organize messages between agents - Video Support: Supports various video file formats - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 5.0 (3) 5.0 Based on 3 reviews ## Pricing Value for money 4.7 (3) Basic $80.00 Per Month Value for money 4.7 (3) 4.7 Based on 3 reviews ## Integrations [ Slack](https://www.capterra.com/p/135003/Slack/)[ Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[ Docusign](https://www.capterra.com/p/121506/Docusign/)[ Acuity Scheduling](https://www.capterra.com/p/191978/Acuity-Scheduling/)[ Calendly](https://www.capterra.com/p/148036/Calendly/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Clio](https://www.capterra.com/p/105428/Clio/)[ Dropbox Sign](https://www.capterra.com/p/144797/HelloSign/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (3) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (3) 5.0 Based on 3 reviews ## User reviews Overall rating 4.7 Based on 3 reviews Filter by rating 5(2) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent AL Andrea L. Director of Marketing Law Practice ### "How'd we ever live without it!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 10, 2023 Pros Intaker personalizes and automates the client journey, making it easier to chat and get info to our law firm. Cons Great product, very helpful. I don't know if there's a downside. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CO Clifford O. CEO Writing and Editing ### "Intaker Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 October 14, 2023 Pros I love how interaction is made easier by messaging. You can also easily manage your content. Cons The price is a little higher than my expectations Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. LE Lovin E. Accountant Dairy ### "Try Intaker today." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 5, 2023 It helped me with the work so much, it saved me time and effort. Pros It made everything so easy to operate and I highly recommend it. Cons I really don't have anything to say about it because I am satisfied. Reasons for choosing Intaker I heard that is the beast for this. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.