Join the future of legal practice management. Intaker and SmartAdvocate's integration provides a state-of-the-art solution for law firms seeking to scale and innovate.
"We are thrilled with how Intaker enhances our client intake process, providing SmartAdvocate users with comprehensive tools that optimize efficiency and client satisfaction."
Integrate the power of Intaker's chat and lead management with SmartAdvocate to enhance your law firm's operations:
Leverage Intaker's video-powered chat automation and SmartAdvocate's robust features, including document management and automated workflows. This partnership equips you with everything needed to provide superior client service and improve your firm’s efficiency and profitability.
SmartAdvocate’s features enable firms to create, store, track, classify and communicate like never before:
Intake Wizard: Capture, track, assign and view intake performance effortlessly.
Document Management: Create templates from over 4,000 available merge codes, plus share externally and even send for eSignature.
Automated Workflows: Event-triggered reminders, texts, and emails.
Cloud & Server-Based Options: Remote accessibility to your cases.
In-house Expertise: Interact with knowledgeable experts who understand your firm.
Intaker offers unparalleled growth automation technology. Designed specifically for law firms, Intaker gives you the ultimate flexibility in your client communication. Leverage features like:
Chat Automation: AI-driven website chat to convert and pre-qualify your leads instantly.
Live Call Connect: Move conversations painlessly from chat to phone calls in real-time.
Mobile-friendly: Send one-click retainer agreements to qualified leads from your phone.
In-Chat Video: Build empathy and accelerate trust from the first impression of your site.
Pre-Qualify Leads Instantly: Matter-specific questions tailored for your firm.
1400+ Pre-Built Chat Options: Customize the chat to your specific practice area.
Take the next step in legal innovation with the SmartAdvocate and Intaker integration.
Ready to transform your legal practice? Enable this integration from your Intaker dashboard or contact us today to unlock your law firm’s true potential.
