Build Better Relationships

Intake360 gives law firms all the tools needed to organize, track and build long term relationships with leads and clients.

No Credit Card Required

Intake360 helps law firms build better relationships, gain more clients and maximize every opportunity to increase revenues

MOST SMALL TO MID SIZE FIRMS HAVE A HARD TIME ATTRACTING NEW CLIENTS DUE TO THE LACK OF TOOLS NEEDED TO DIFFERENTIATE THEMSELVES FROM THE REST OF THE OTHER FIRMS.

THE TOOLS THAT ARE AVAILABLE TODAY ARE DIFFICULT TO USE AND CAN BE VERY INTIMIDATING.

INTAKE360 OFFERS AN EASY TO USE SOLUTION THAT WILL HELP YOUR FIRM BUILD MEANINGFUL RELATIONSHIPS WITH CONTACTS YOU COME ACROSS.

Relationship Building Features

Lead Management

Intake360 allows you to store as many contacts as you'd like and effectively manage them.

Historical Activities

Easily view historical communications activities to see what methods have been effective.

Assign Task

Easily assign specific task to other team members to ensure they actively engage with contacts.

Calendar Reminders

Use the built-in calendar to remind yourself to follow up with contacts on special days or anniversaries.

Robust Analytics

Run reports that will help you identify where your leads and referrals are coming from

Track Revenue Potential

Understanding a client's revenue potential can help you prioritize your marketing outreach.

FAQ

Where are you guys located?

We're located in sunny San Diego, CA

What makes you different then the other practice management software out there?

The main difference is we're truly a customer relationship management tool. We're focused on providing law firms the tools needed to build long term relationships with their clients before and after a matter is open or closed. Practice management software mainly focuses on helping the firm manage their client's matters and activities associated with those matters.

Do I have to commit to a long-term contract?

Absolutely not. We give you the option to subscribe on a month-to-month basis or on an annual basis. Either way, you still get a 15 day free trial to see if you like it or not. We're hoping you do of course.

I don't like using technology. Will this be difficult to learn and implement in my very small firm?

You'd be surprised on how easy intake360 is to use. If you understand the basics of software you shouldn't have any issues picking this up in a few days. If you're still stuck, give us a shout and we'll assist you as you get comfortable.

Why do I need a CRM?

The main reason businesses need or use CRM is to make sure they maximize every opportunity they can to attract new clients. CRMs give businesses the tools needed to remind them of upcoming birthdays, special promos, anniversaries, holidays and many other reasons to say hello. You'd be surprised how effective one hello email is when you need a reason to reach out.

What if I need training?

Simply reach out to us at training@intake360.com and let us know what area your struggling with in the email. One of our highly skilled trainer will respond and coordinate the training session.

Where Is My Data Stored

Have no fears. Your data is safe and will always be stored in our US data centers.

Ready to grow your practice?

Start your 15 day free trial now!

Simple, transparent pricing.

15 Day Free Trial - No Credit Card Required

Annual

12 Months Paid in Full - $99 Activation Fee Required

$41/ month
  • Discounted Pricing
  • 12 Month Commitment
  • Store Unlimited Contacts
  • Robust Reporting Engine
  • And Many More
Sign Up

Monthly

Pay Month to Month - $99 Activation Fee Required

$51/ month
  • Everything in Annual Plan
  • No Long-Term Commitment
  • Cancel Anytime
  • 15 Day Free Trial Included
  • Support Included
Sign Up

Get Updates and Special Promotions

Don't Worry. We Hate Spam Too

Contact us

Got any questions? Don't hesitate to reach out.

Built with Landen