# Intaker alternatives

> Intaker answers chat and text leads, but its pages don’t describe AI that answers the phone. Six options, and when staying is right.

**Disclosure.** Superpractice publishes this page, ranks itself on it and competes with Intaker and the other companies listed. Rankings are Superpractice’s opinion, based only on what each company says on its own current pages, with each source quoted and dated, not on hands-on testing. No company pays to appear. https://superpractice.com/comparison-methodology We work to keep this information accurate and current, but we can’t guarantee it. Companies change their services, prices and terms, so confirm the details with each company before you decide.

Checked 2026-11-07. 130 citations, each linked to its source. Reviewed by the Superpractice team. Canonical page https://superpractice.com/alternatives/intaker-alternatives.

Intaker answers your website chat and text leads with AI and rings your team when one qualifies. Firms look elsewhere when they want the phone answered rather than connected, a current published price, or the lead record and the marketing in one place. Smith.ai is the closest replacement. Clio Grow, Lawmatics and Lead Docket cover part of the job, and Superpractice and Scorpion bring the marketing with the intake.

## Why do firms look for an alternative to Intaker, and when should they stay?

_Superpractice’s assessment._ Most firms look when the phone is the gap. Intaker’s agents qualify chats and texts, and Live Call Connect rings your team when a lead qualifies, but its pages don’t describe AI that answers the call itself. Its one stated price is an $80 plan from a January 2023 blog post. And plans cap unique visitors, locking new leads until you upgrade. [1][2][3][4][5][6][7]

Stay if your leads arrive by chat, text and social apps and your team takes the calls. Its agents cover texts, LSA messages and the social apps, and send the retainer for e-signature when a lead qualifies. It connects to Clio, MyCase, Filevine and Lead Docket. If the phone is already covered, switching buys you little and costs a new widget on every page. [8][2][9][10][11]

## The shortlist

| Rank | Provider | Match | Best for | Pricing posture |
|---|---|---|---|---|
| 1 | Smith.ai | like-for-like | A firm leaving Intaker whose gap is the phone and that wants calls answered and booked 24/7 by AI, a real person or a mix, with each call pushed into the CRM it already uses. | Published and month to month. Receptionist plans start at $300 a month for 30 calls, and the AI has a free tier. Its blog and pricing page quote different AI prices, so confirm first. [15][27][28][29][22][23] |
| 2 | Clio Grow (Clio) | partial | A firm on Clio that wants AI intake by chat, phone and email that screens for fit and conflicts and books, with the CRM and e-signed fee agreements in the same product. | Partly published. The subscription is quoted on request. Grow AI costs $25 per hired matter with a monthly cap you set, and the term is set in your order. [44][45][46] |
| 3 | Superpractice | adjacent | A firm leaving Intaker that wants AI voice agents answering calls 24/7, AI agents working every lead alongside its team and each signed client traced to its marketing, and does not need website chat. | Published and month to month, with no contract or exit fee. Voice agents run $250 to $1,000 a month and Managed Ads $997 to $4,000 plus ad spend. The Platform alone has no platform fee. [64][65][66][67][68][69][70][50] |
| 4 | Lawmatics | partial | A firm that wants a legal CRM at the center with booking, e-signed retainers and payment, and will pay extra for Merlin outreach agents that are partly still coming soon. | Not published. You get a custom quote, and the Merlin add-ons cost extra at undisclosed rates. Terms renew automatically for the same length unless you give 30 days’ written notice, and you can’t cancel early for convenience. [86][82][83][87][85] |
| 5 | Scorpion | adjacent | A firm leaving Intaker that wants one provider with a dedicated account manager for its marketing and intake AI, with calls answered and booked around the clock, and accepts a typical 12-month contract. | Not publicly disclosed |
| 6 | Lead Docket (by Filevine) | partial | A plaintiff firm on Filevine that wants intake scripts, follow-up and AI lead assessment in one tool with signed cases pulled into Filevine, and will keep a chat or answering service in front of it. | Not publicly disclosed |

### 1. Smith.ai

- **Best for.** A firm leaving Intaker whose gap is the phone and that wants calls answered and booked 24/7 by AI, a real person or a mix, with each call pushed into the CRM it already uses.
- **Why it ranks here.** It ranks first because it covers the gap that sends most firms looking, the phone. AI, real receptionists or a mix answer around the clock, and its plan prices are published. [12][13][14][15]
- **Strength.** The most flexible pick if you want the phone covered. The AI scores each caller against your criteria and routes promising callers to you with context. Staffed website chat is available too. Calls and summaries flow into Clio, MyCase, Lawmatics or Filevine. [16][17][18]
- **Limitation.** Smith.ai isn’t a CRM, and its pages don’t describe tracing a signed client to the ad behind the call. Follow-up on receptionist plans is one message after the call. Its pages disagree on AI prices and refunds, and its terms make subscriber information jointly owned. [19][20][21][22][23][24][25][26]
- **Pricing posture.** Clear pricing no, What’s included no, No long contract yes. Published and month to month. Receptionist plans start at $300 a month for 30 calls, and the AI has a free tier. Its blog and pricing page quote different AI prices, so confirm first. [15][27][28][29][22][23]

### 2. Clio Grow (Clio)

- **Best for.** A firm on Clio that wants AI intake by chat, phone and email that screens for fit and conflicts and books, with the CRM and e-signed fee agreements in the same product.
- **Why it ranks here.** It ranks second because Grow AI covers chat, email and the call itself, inside a legal CRM. It is partial because new clients carry into Clio, not into a case system you may already run. [30][31][32][33]
- **Strength.** A good fit if you want intake, conflicts and fee agreements in one place. Grow AI answers after hours, screens for fit and conflicts and books qualified leads. Fee agreements go out for e-signature with payment online. It also chases unsigned agreements and shows how many clients it helped win each month. [34][35][36][37][38]
- **Limitation.** Clio doesn’t run your ads or SEO, beyond the Local Services Ads you run yourself in Clio Grow. Your team still decides whether to take each case. Terms renew for the same length, and cancelling mid-term makes the rest due at once. [39][40][41][42][43]
- **Pricing posture.** Clear pricing no, What’s included no, No long contract no. Partly published. The subscription is quoted on request. Grow AI costs $25 per hired matter with a monthly cap you set, and the term is set in your order. [44][45][46]

### 3. Superpractice

- **Best for.** A firm leaving Intaker that wants AI voice agents answering calls 24/7, AI agents working every lead alongside its team and each signed client traced to its marketing, and does not need website chat.
- **Why it ranks here.** It ranks third because it is a different purchase, the marketing plus one growth system with its CRM, unless you take the Platform alone for marketing you bring. Voice agents answer every call and each signed client is traced to its source, but its pricing page doesn’t list website chat. [47][48][49][50][51][52][53]
- **Strength.** A strong pick if you want the phone answered and every lead worked. Voice agents answer 24/7, ask your qualifying questions and transfer hot callers to your cell. AI agents then work the lead alongside your team. Both follow skills you write, which any AI tool that speaks MCP can also use. Video ads star your AI avatar. [51][54][55][56][57][58][59][60][61]
- **Limitation.** Its pricing page doesn’t list website chat. Voice agents are a separate plan, and booking on the call starts on the $500 Pro plan. If you want intake software alone, you are choosing between the Platform and a larger purchase. [53][62][63][64][50][47]
- **Pricing posture.** Clear pricing yes, What’s included yes, No long contract yes. Published and month to month, with no contract or exit fee. Voice agents run $250 to $1,000 a month and Managed Ads $997 to $4,000 plus ad spend. The Platform alone has no platform fee. [64][65][66][67][68][69][70][50]

### 4. Lawmatics

- **Best for.** A firm that wants a legal CRM at the center with booking, e-signed retainers and payment, and will pay extra for Merlin outreach agents that are partly still coming soon.
- **Why it ranks here.** It ranks fourth because the agents that would replace Intaker are a separate add-on, and its pages disagree on which are live today. What you get at the core is a legal CRM with booking and e-signed retainers. [71][72][73][74][75][76]
- **Strength.** A strong pick if you want the CRM at the center and AI growing from it. Merlin agents work leads 24/7 by text, email, voice and chat and bring in your team when judgment is needed. Google Ads spend and CallRail calls are logged to their source, and you own your data. [77][78][79][80][81]
- **Limitation.** No plan prices are published, and the Merlin add-ons cost extra. You commit to the full term at signing and can’t cancel for convenience. Leaving early is at Lawmatics’ discretion for half the remaining fees. Its AI page still labels phone and chat agents as coming soon. [82][83][84][85][73]
- **Pricing posture.** Clear pricing no, What’s included no, No long contract no. Not published. You get a custom quote, and the Merlin add-ons cost extra at undisclosed rates. Terms renew automatically for the same length unless you give 30 days’ written notice, and you can’t cancel early for convenience. [86][82][83][87][85]

### 5. Scorpion

- **Best for.** A firm leaving Intaker that wants one provider with a dedicated account manager for its marketing and intake AI, with calls answered and booked around the clock, and accepts a typical 12-month contract.
- **Why it ranks here.** It ranks fifth because its intake AI comes inside a marketing engagement, usually on a 12-month contract with no published price. For that, you get AI on your calls, texts and website from one provider. [88][89][90][91][92][93]
- **Strength.** A good fit if you want one team for the marketing and the intake AI. Its AI answers calls, collects case details and books meetings around the clock. A website assistant answers questions, books appointments and takes payments, and every lead is scored for case value. Reports show cost per signed client by source. [94][91][93][95][96]
- **Limitation.** Scorpion also serves home services, franchise and healthcare. Its pages don’t describe rules or a hand-off to your team for its AI, or say how often you meet your team. If you leave, you must rebuild the website elsewhere. [97][91][98][99]
- **Pricing posture.** Clear pricing no, What’s included no, No long contract no. Not publicly disclosed

### 6. Lead Docket (by Filevine)

- **Best for.** A plaintiff firm on Filevine that wants intake scripts, follow-up and AI lead assessment in one tool with signed cases pulled into Filevine, and will keep a chat or answering service in front of it.
- **Why it ranks here.** It ranks sixth because it connects to chat and answering services rather than replacing them. Its pages don’t describe agents that call, book or answer the phone. [102][103][104]
- **Strength.** The natural pick if Filevine is your case system. Signed cases move into Filevine as new projects, and ROI is figured from settlements and legal fees. Scripts run your intake, follow-up fires automatically and the AI ranks every lead as it opens. Referral fees are chased and retainers collected by payment link. [105][106][107][108][109][110][111][112]
- **Limitation.** Its pages don’t describe answering calls or agents that call or book. Your team enters marketing spend by hand to see revenue by source. Prices are a custom quote, and where your order is silent the term renews yearly. [103][104][113][114][115][116][117]
- **Pricing posture.** Clear pricing no, What’s included no, No long contract no. Not publicly disclosed

## Superpractice is not the right alternative when

- You want website chat and social message agents first, and your staff or a trusted service already covers the phone.
- You want intake software alone and aren’t buying marketing from anyone, now or soon.
- Clio is your case system and you want intake, AI and the matter with one vendor.

## What leaves with you, and what to ask Intaker

Your leads export from the dashboard, and your subscription period decides when you can stop paying. Put a new chat widget and texting numbers live before you remove Intaker’s. Check the period you chose at signup, then export before you give notice.

- Intaker gives no refunds for unused service or for ending a subscription period early. Its pages don’t state a minimum term or notice period, so find the end date of the period you chose. [121][122]
- After a termination notice you can request a copy of your data. Its terms give Intaker ownership of the service and, subject to the agreement, of data passing through it. Ask what comes back. [123][124]
- Plans cap unique visitors and lock new leads past the cap, so export before you hit it. Leads export as Excel, PDF, TXT or CSV. [7][125]
- Intaker doesn’t use your data to train general AI models, so ask about return and deletion, not training. [126]
- Superpractice moves your active campaigns, sets up attribution and intake routing, and most firms are live within 5 business days. It imports your existing leads and contacts at no extra cost. [127][128][129]
- For Superpractice’s voice agents you supply the intake rules, and Superpractice handles setup and ongoing configuration. They are a separate plan at $250 to $1,000 a month. [64][130][62][67]
- Superpractice is month to month, with no annual contract, exit fee or minimum term. [65]

## What should you ask any provider?

- **Who answers the phone at 2 a.m., and what do they ask?** Ask whether an AI agent or a person answers and runs your intake questions. Some options only connect a qualified lead to your team after a chat or text. The options here split on this.
- **Which channels does the new provider cover?** List where your leads arrive today, from chat and texts to social apps, phone and forms. Ask each provider which it answers and which it only forwards.
- **Where does the lead live afterward?** Ask whether the provider has its own pipeline and inbox or pushes leads into your CRM. Ask what your team sees when it steps in.
- **What is the total monthly cost, and what drives it?** Ask for the plan price and what counts against any visitor, call or AI limit. Ask what happens at the limit and what is sold separately.
- **Who owns the lead data and transcripts, and how do we get them back?** Get the export format, timing and ownership terms in writing from the provider you’re leaving and the one you’re joining.
- **Are we buying a tool or the marketing too?** One option here sells the same intake job, three sell part of it and two bring the marketing with the system. Decide which you’re buying before you compare prices.

## How we made this page

- Built only from each company’s public pages on the date shown. We didn’t test any product, and Superpractice has no customer, partner or affiliate relationship with any company named here.
- Superpractice publishes this page, appears on it and competes with every company on it on intake. Its entry is ranked by the same test as the others.
- Intaker’s one stated price comes from a January 2023 blog post. Its pages give different Zapier connection counts, so no count is stated.
- Where a company’s pages disagree, as Lawmatics’ and Smith.ai’s do, both versions are cited or the point is left out.
- Results, customer counts and reviews any company reports are not shown. Products, prices and terms change, and missing details are marked rather than guessed.
- Company names and trademarks belong to their owners. Naming a company here doesn’t mean it endorses Superpractice or is affiliated with it.

## Change log

- 2026-11-07. First draft for review.
- 2026-11-08. Credited Superpractice skills and access from other AI tools over MCP. Added Superpractice’s one-system design.

## Cite this list

> Superpractice team. Intaker alternatives (2026). Last checked November 7, 2026. https://superpractice.com/alternatives/intaker-alternatives

## Sources

1. Intaker’s website chat schedules meetings, connects calls and signs clients inside the chat. “Intaker drives real action: schedule meetings, connect calls, and sign clients in chat.” https://intaker.com/home/ (checked 2026-11-07)
2. Intaker names three AI agents on its homepage. Arthur for LSA messages, Owen for follow-up calls and Jane for SMS lead capture. “Arthur Respond fast on LSA Owen Drive more calls Jane Capture more leads” https://intaker.com/home/ (checked 2026-11-07)
3. Live Call Connect rings the firm’s intake team when a lead qualifies and texts back missed calls. “Live Call Connect rings your intake team the second an injured caller qualifies—and auto-texts every missed accident call back.” https://intaker.com/home/personal-injury.html (checked 2026-11-07)
4. Intaker’s pages do not describe an AI voice agent or AI receptionist that answers inbound phone calls and asks intake questions by voice. Not publicly disclosed on the pages checked. https://intaker.com/home/ (checked 2026-11-07)
5. A January 2023 Intaker blog post states an $80 starter plan for small and solo firms. “Intaker offers an $80 starter plan for small and solo firms” https://blog.intaker.com/blog/live-chat-for-law-firms-free-vs-paid (checked 2026-11-07)
6. Intaker does not publish a pricing page or current plan prices on its product pages. Not publicly disclosed on the pages checked. https://intaker.com/home/ (checked 2026-11-07)
7. Intaker plans carry a unique visitor limit; when it is exceeded, new leads are locked until the plan is upgraded. “your leads will be locked in Intaker once the limit is exceeded (visible but not accessible in detail)” https://help.intaker.com/article/understanding-usage-and-visitor-limits (checked 2026-11-07)
8. Intaker lists chat, text, Google LSA messages, WhatsApp, Meta and phone as the channels it captures leads from. “Reach high-intent prospects across chat, text, LSA, WhatsApp, Meta, and phone” https://intaker.com/home/ (checked 2026-11-07)
9. Intaker’s Ivy, Faye and Wes agents qualify leads from Instagram, Facebook and WhatsApp within seconds, day or night. “Faye on Facebook, Wes on WhatsApp qualify injury claims in under 10 seconds, day or night.” https://intaker.com/home/personal-injury.html (checked 2026-11-07)
10. When a high-intent lead qualifies, Intaker drafts, routes and delivers the firm’s retainer for e-signature. “Intaker drafts, routes, and delivers your retainer for e-sign in seconds.” https://intaker.com/home/personal-injury.html (checked 2026-11-07)
11. Intaker’s partner page lists Clio, MyCase, Filevine, Lead Docket, Litify, Salesforce and Zapier among its featured partners. “Featured partners Clio MyCase Filevine Lead Docket Litify Salesforce Zapier” https://intaker.com/home/partnerships.html (checked 2026-11-07)
12. Smith.ai’s AI Receptionist answers 24/7 and is described as answering, qualifying, booking and converting callers. “Your 24/7 AI Receptionist for the whole intake journey. Answer, qualify, book, and convert.” https://smith.ai/ai-receptionist (checked 2026-11-07)
13. Calls on Virtual Receptionist plans are answered by a real person 24/7, guided in real time by Smith.ai’s AI. “All calls on our Virtual Receptionist plans are answered by a real person, 24/7, guided in real time by proprietary AI” https://smith.ai/receptionists (checked 2026-11-07)
14. Smith.ai’s Hybrid option has AI handle some call types and live agents the rest, with the firm choosing the mix. “AI handles certain call types, and Smith.ai Live Agents handle the rest. You pick the mix.” https://smith.ai/hybrid-ai-human-receptionists (checked 2026-11-07)
15. Virtual Receptionist plans are $300 a month for 30 calls, $810 for 90 calls and $2,100 for 300 calls, with per-call overage. “30 calls $300 / month ... 90 calls $810 / month ... 300 calls $2,100 / month” https://smith.ai/pricing/receptionists (checked 2026-11-07)
16. Smith.ai states the AI Receptionist scores each lead against the firm’s criteria and routes high-potential prospects with context. “The AI Receptionist scores each lead based on your criteria and routes high-potential prospects directly to appropriate sales team members with complete context.” https://smith.ai/company/enterprise (checked 2026-11-07)
17. Smith.ai sells live-staffed website chat, with plans from $140 a month for 20 chats. “Plans starting at $140 Per month 20 Chats per month” https://smith.ai/chat (checked 2026-11-07)
18. Smith.ai integrates natively with Clio, MyCase, Lawmatics and Filevine. “We integrate natively with Clio, MyCase, Lawmatics, Filevine” https://smith.ai/receptionists (checked 2026-11-07)
19. Smith.ai’s pages describe pushing call data into the CRM the firm already uses and a Smith.ai call dashboard; they do not describe a CRM of Smith.ai’s own in which the firm works its leads. Not publicly disclosed on the pages checked. https://smith.ai/ (checked 2026-11-07)
20. Smith.ai’s pages do not describe attribution that traces a signed client or case back to the ad or marketing source that produced the call. Not publicly disclosed on the pages checked. https://smith.ai/ (checked 2026-11-07)
21. Text and email follow-up is a $0.50 per-call add-on that sends one follow-up message after the call, based on the firm’s criteria. “Text & email follow-up $0.50 Based on your criteria, we’ll send a follow-up message after the call.” https://smith.ai/pricing/receptionists (checked 2026-11-07)
22. The AI Receptionist pricing page lists Free at $0 for 25 calls a month ($3.00 a call after), Pro at $150 a month ($2.00 a call) and Enterprise at $500 a month ($1.67 a call). “$0 mo 25 calls/mo ($3.00/call after that) ... $150 /mo $2.00/call (~2–3 calls/day) ... $500 /mo $1.67/call (~10 calls/day)” https://smith.ai/pricing/ai-receptionist (checked 2026-11-09)
23. Several Smith.ai blog posts state AI Receptionist plans start at $500 a month billed annually. “Smith.ai's virtual receptionist plans start around $300/month, with AI receptionist plans starting at $500/month billed annually.” https://smith.ai/blog/5-reasons-to-invest-in-an-answering-service-for-your-law-firm (checked 2026-11-09)
24. Smith.ai offers a 30-day money-back guarantee on receptionist and chat plans, refunding the plan and add-ons up to $1,000, excluding overage. “You’ll get a full refund of your plan and any add-on services, regardless of how many calls or chats you have used, up to $1,000.” https://smith.ai/how-it-works/easy-as-1-2-3 (checked 2026-11-09)
25. Smith.ai’s receptionist terms state all payments are non-refundable. “All payments are non-refundable.” https://smith.ai/receptionists/terms (checked 2026-11-09)
26. Smith.ai’s terms state subscriber information is jointly owned by Smith.ai and the firm, so Smith.ai can store it on its servers to provide the service. “All Subscriber Information is jointly owned by Smith and you. Smith retains this joint ownership solely so that it has the right to store the information” https://smith.ai/receptionists/terms (checked 2026-11-07)
27. Virtual Receptionist plans are month-to-month, billed through the end of the current cycle on cancellation, with a 10% discount for a 12-month subscription. “Smith is a month-to-month service. This means there aren't any long term contracts. ... We offer a 10% discount for subscribing for 12 months.” https://smith.ai/pricing/receptionists (checked 2026-11-07)
28. The AI Receptionist is month-to-month with no long-term contract, and cancellation needs 30 days’ notice. “AI Receptionist is a month-to-month service. ... If you ever cancel, we need 30 days' notice, and then you're done.” https://smith.ai/pricing/ai-receptionist (checked 2026-11-07)
29. The AI Receptionist has a free tier of 25 live calls a month, every month. “25 live calls / month, free every month” https://smith.ai/ai-receptionist (checked 2026-11-07)
30. Grow AI captures lead information through AI-powered web chat, phone or email, and the lead flows into the Clio Grow lead inbox. “Lead information is captured via AI-powered web chat, phone, or email upfront. The information flows into your Clio Grow lead inbox.” https://www.clio.com/customers-grow-ai/ (checked 2026-11-07)
31. Where configured, Clio's legal AI can answer a prospective-client call, collect information, explain the next step and schedule a meeting. “can answer a prospective-client call, collect initial information, explain the next step, and schedule a consultation” https://www.clio.com/grow/ (checked 2026-11-07)
32. Clio Grow includes legal CRM capabilities, including contact records, lead sources, pipeline stages, communications, assignments and reporting. “Clio Grow includes legal CRM capabilities such as contact records, lead sources, pipeline stages, communications, assignments, and reporting.” https://www.clio.com/grow/ (checked 2026-11-07)
33. When a lead becomes a client, everything they shared carries into the rest of Clio. “When a lead becomes a client, everything they've shared carries into the rest of Clio.” https://www.clio.com/grow/ (checked 2026-11-07)
34. Clio Grow runs conflict checks across all of Clio. “Search across all of Clio for potential conflicts of interest.” https://www.clio.com/grow/ (checked 2026-11-07)
35. Grow AI responds after hours, screens leads for fit and conflicts, books qualified prospects into an appointment and nurtures past clients. “AI client acquisition responds after hours, screens leads for fit and conflicts, books qualified prospects into an appointment, and nurtures them long after the case is closed.” https://www.clio.com/grow/ (checked 2026-11-07)
36. Fee agreements can be sent for e-signature and payment collected online from Clio Grow. “Send fee agreements for e-signature and collect payment online.” https://www.clio.com/grow/ (checked 2026-11-07)
37. Grow AI sends intake forms and follows up on unsigned agreements. “Keep stalled leads moving. Grow AI sends intake forms and follows up on unsigned agreements.” https://www.clio.com/grow/ (checked 2026-11-07)
38. Grow AI gives real-time insight into what it works on and how many clients it helps win each month. “get real-time insights into what Grow AI works on and how many clients it helps you win each month” https://www.clio.com/customers-grow-ai/ (checked 2026-11-07)
39. Clio’s pages describe Google Local Services Ads that the firm sets up and runs itself inside Clio Grow (cg-rc-009). They don’t describe Clio managing Google Ads, Local Services Ads or Meta campaigns, pay-per-click management or SEO services. Not publicly disclosed on the pages checked. https://www.clio.com/grow/ (checked 2026-11-07)
40. Inside Clio Grow, the firm signs up for Google Local Services Ads and sets up, runs and measures its own campaigns. Google bills the firm directly. “set up and run ad campaigns, capture new leads, and measure campaign performance, all within Clio Grow” https://help.clio.com/hc/en-us/articles/17588487065627 (checked 2026-11-08)
41. Clio Grow is software the firm's team works in. Clio states the team reviews consequential work and decides whether to consult, decline, refer or represent. “Your team reviews consequential work and decides whether the firm will consult, decline, refer, or represent a prospective client.” https://www.clio.com/grow/ (checked 2026-11-07)
42. After the initial term, subscriptions renew automatically for successive terms of the same length until cancelled. “After the initial term, your subscription will automatically renew for successive terms equal in length to your initial term, until cancelled in accordance with this Agreement.” https://www.clio.com/tos/ (checked 2026-11-07)
43. Cancelling within a term makes the unpaid balance for the remainder of the term due immediately. “the entire unpaid balance of all amounts owing for the remainder of the applicable term will immediately be due and payable” https://www.clio.com/tos/ (checked 2026-11-07)
44. Clio doesn’t publish a price for Clio Grow. On Core and Signature, Grow’s intake features show “Contact sales for pricing”, and the Grow add-on card offers only a “Get pricing” button. “Contact sales for pricing” https://www.clio.com/pricing/ (checked 2026-11-08)
45. Grow AI is priced per hired matter, $25, with a monthly cap the firm can set. “Cost-per-hired-matter pricing means you only pay when you close business ($25 per hired matter). You can also set a monthly cap to stay on budget” https://www.clio.com/customers-grow-ai/ (checked 2026-11-07)
46. The initial subscription term is set in the order document; the terms of service do not state its length. “The initial term of your subscription shall be as set forth in your Order Document.” https://www.clio.com/tos/ (checked 2026-11-07)
47. Managed Ads is done-for-you marketing with advertising, landing pages and attribution from ad click to signed client. “Done-for-you marketing with AI-assisted advertising, landing pages, intake, and full attribution from ad click to signed client.” https://superpractice.com/pricing.md (checked 2026-11-07)
48. Superpractice describes itself as one client acquisition operating system, run by AI and experts. “One client acquisition operating system, run by AI and experts.” https://superpractice.com/index.md (checked 2026-11-08)
49. Every Managed Ads plan includes Superpractice’s CRM and client acquisition platform. “Superpractice AI-native CRM + client-acquisition platform” https://superpractice.com/pricing.md (checked 2026-11-07)
50. The Platform on its own includes the CRM for firms that bring their own marketing, with unlimited seats and no platform fee or monthly minimum. “The CRM is included. For firms that bring their own marketing. Unlimited seats. There is no platform fee or monthly minimum” https://superpractice.com/pricing.md (checked 2026-11-07)
51. Voice agents pick up 24/7 and call new leads in seconds. “Agents pick up 24/7 and call new leads in seconds.” https://superpractice.com/features/ai-voice-agents.md (checked 2026-11-07)
52. Every signed client is traced back to the original source. “Every signed client, traced back to the original source” https://superpractice.com/features/attribution.md (checked 2026-11-07)
53. The pricing page does not list a staffed website chat service. Not publicly disclosed on the pages checked. https://superpractice.com/pricing.md (checked 2026-11-07)
54. Superpractice’s voice agents ask the firm’s own qualifying questions, with deal-breakers that end unqualified calls. “Your qualifying questions, asked your way, with deal-breakers that politely end unqualified calls.” https://superpractice.com/features/ai-voice-agents.md (checked 2026-11-07)
55. A router answers, intake collects the story, a qualifier scores the case, and hot callers transfer live to the attorney’s cell with context. “Hot callers transfer live to your cell with context; everyone else gets handled, not dropped.” https://superpractice.com/features/ai-voice-agents.md (checked 2026-11-07)
56. Superpractice’s AI agents work alongside the firm’s team, calling, texting and emailing toward the goals the firm sets. “They call, text, email, and follow up toward your goals” https://superpractice.com/features/procedures.md (checked 2026-11-07)
57. A Superpractice skill is a written procedure in the firm’s own words that its AI assistants follow. “A skill is a written procedure your firm's assistants follow: when to use it, the steps in order, and what never to do, in your firm's own words.” https://docs.superpractice.com/skills (checked 2026-11-08)
58. A skill can be used by the assistant, the executive assistant, voice agents, procedures and connected AI tools, as the firm chooses. “Once a skill is published, it is used wherever you choose” https://docs.superpractice.com/skills (checked 2026-11-08)
59. A firm’s published skills can be listed and read by the AI tools it connects to Superpractice, where they appear as ready-made prompts. “can be listed and read, and show up as ready-made prompts” https://docs.superpractice.com/skills (checked 2026-11-08)
60. Superpractice’s MCP server connects Claude, ChatGPT, Claude Code, Codex, Cursor and other MCP clients to the firm’s data, scoped to the firm. “CLI tools (Claude Code, Codex) authenticate with an API key instead.” https://docs.superpractice.com/mcp (checked 2026-11-08)
61. Superpractice makes commercials and video ads for the firm starring the attorney’s AI avatar, with no shoot. “Commercials and video ads for your firm, starring your AI avatar that looks like you and speaks like you. No shoot.” https://superpractice.com/index.md (checked 2026-11-07)
62. AI Voice Agents are sold separately from the Managed Ads plan fee. “AI Voice Agents are sold separately.” https://superpractice.com/pricing.md (checked 2026-11-07)
63. Appointment-scheduling handoff is included on the Pro and Scale voice plans; Starter captures intake, summarizes each call and routes qualified leads into the firm’s existing scheduling or follow-up workflow. “Pro and Scale include appointment-scheduling handoff. Starter captures intake details, summarizes each call, and routes qualified leads into your existing scheduling or follow-up workflow.” https://superpractice.com/pricing.md (checked 2026-11-07)
64. The Pro voice plan is $500 a month for 350 minutes ($1.50 a minute overage) and Scale is $1,000 a month for 750 minutes ($1.25 a minute). “| Pro | $500/mo | 350 minutes | $1.50/min | ... | Scale | $1000/mo | 750 minutes | $1.25/min |” https://superpractice.com/pricing.md (checked 2026-11-07)
65. Superpractice plans are month-to-month, with no annual contract, exit fee or minimum term. “There is no annual contract, exit fee, or minimum term.” https://superpractice.com/pricing.md (checked 2026-11-07)
66. AI Voice Agent plans are month-to-month with no annual contract or exit fee. “Are AI Voice Agent plans month-to-month? ... Yes. There is no annual contract or exit fee, and you can cancel anytime.” https://superpractice.com/pricing.md (checked 2026-11-07)
67. The Starter AI Voice Agents plan is $250 a month with 100 minutes included, and extra minutes cost $2.00 each. “| Starter | $250/mo | 100 minutes | $2.00/min |” https://superpractice.com/pricing.md (checked 2026-11-09)
68. The AI Voice Agents Starter plan is $250 a month for 100 included minutes, with $2.00 a minute overage. “| Starter | $250/mo | 100 minutes | $2.00/min |” https://superpractice.com/pricing.md (checked 2026-11-07)
69. Managed Ads plans are $997, $2,500 and $4,000 a month; Scale adds 10% of ad spend over $10,000; ad spend is paid to the platforms separately. “Scale is $4,000/month plus 10% of ad spend over $10k.” https://superpractice.com/pricing.md (checked 2026-11-07)
70. Ad spend is separate and paid directly to the ad platforms. “Ad spend is separate and paid directly to the ad platforms” https://superpractice.com/pricing.md (checked 2026-11-07)
71. Merlin Engage is a separate add-on, not included in a standard Lawmatics subscription, and requires Merlin Qualify. “Merlin Engage is not included with a standard Lawmatics subscription. It is a separate add-on that customers can purchase based on their needs” https://www.lawmatics.com/ai/merlin-engage (checked 2026-11-07)
72. The Merlin Engage lineup (SMS, No-Show, Voice, Retriever, Chat, Booking, Email and Signing agents) is described as partly live, with new agents rolling out soon. “The lineup keeps growing, with some agents now live and new ones rolling out to the Lawmatics platform soon.” https://www.lawmatics.com/ai/merlin-engage (checked 2026-11-09)
73. Lawmatics’ AI overview page labels Phone Agents, Email Agents and Website Chat Agents as coming soon, with Text Agents unlabeled. “Coming soon Phone Agents” https://www.lawmatics.com/ai (checked 2026-11-09)
74. Lawmatics is software the firm runs. Its core platform covers CRM, intake, automation and reporting and works without the Merlin AI add-ons. “The core Lawmatics platform — including CRM, intake, automation, and reporting — is fully functional without Merlin Engage.” https://www.lawmatics.com/ai/merlin-engage (checked 2026-11-07)
75. Leads and clients book meetings on the firm’s synced Outlook or Google calendar, with automated email and text reminders. “sync your Outlook or Google calendar and allow clients to choose a meeting time that works around your existing schedule.” https://www.lawmatics.com/client-intake/legal-calendaring-software (checked 2026-11-07)
76. Document automation, file request templates and e-signature for fee and retainer agreements are built into the intake product. “File request templates make it easy to ask for and receive the documents you need electronically” https://www.lawmatics.com/client-intake (checked 2026-11-07)
77. Merlin Engage outreach agents sound like the firm, respond to leads 24/7 and keep the conversation going until the lead converts. “Build outreach agents that sound like your firm, respond to leads 24/7, and keep the conversation going until they convert.” https://www.lawmatics.com/pricing (checked 2026-11-07)
78. Merlin Engage operates across SMS, email, voice and web chat and escalates to a firm member when a situation calls for human judgment. “It operates across SMS, email, voice, and web chat, and escalates to a firm member whenever a situation calls for human judgment.” https://www.lawmatics.com/ai/merlin-engage (checked 2026-11-07)
79. The Google Ads integration logs ad spend to marketing sources and campaigns in Lawmatics and calculates ROI against the value of converted matters. “Google Ads spend automatically logged on marketing sources & campaigns in Lawmatics” https://www.lawmatics.com/integrations/google-ads (checked 2026-11-07)
80. The CallRail integration logs incoming calls and records which marketing source each call is attributed to. “Log incoming calls and automatically record which of your marketing sources the call is attributed to.” https://www.lawmatics.com/integrations/callrail (checked 2026-11-07)
81. The firm owns its Customer Data. Lawmatics does not use Customer Data to train or fine-tune AI models. “As between you and us, you own your Customer Data.” https://www.lawmatics.com/terms-of-use (checked 2026-11-07)
82. No dollar price for the Essential, Premium or Enterprise plans appears on lawmatics.com. Not publicly disclosed on the pages checked. https://www.lawmatics.com/pricing (checked 2026-11-07)
83. Merlin Qualify and Merlin Engage carry outcome-based pricing and Merlin Copilot user-based pricing, with no amounts published. The AI features are add-ons for an additional fee. “Outcome-based pricing” https://www.lawmatics.com/pricing (checked 2026-11-07)
84. Fees for the full Initial Service Term and each Renewal Term are committed when the Order Form is signed and are non-cancellable and non-refundable. “Fees for the full Initial Service Term and each Renewal Term are committed when you sign your Order Form. They are non-cancellable and non-refundable” https://www.lawmatics.com/terms-of-use (checked 2026-11-07)
85. A subscription cannot be cancelled for convenience before the end of the term. An early release, at Lawmatics’ discretion, carries a fee of 50% of the remaining fees. “You may not cancel or terminate a subscription for convenience before the end of the then-current Term.” https://www.lawmatics.com/terms-of-use (checked 2026-11-07)
86. Lawmatics offers tailor-made pricing plans and a custom quote rather than published plan prices. “We offer tailor-made pricing plans for law firms of all sizes — so you pay only for what you need. Help us get to know you better for a custom quote.” https://www.lawmatics.com/pricing (checked 2026-11-07)
87. Subscriptions renew automatically for a term equal to the initial term unless written non-renewal notice is received at least 30 days before the term ends. “Subscriptions automatically renew at the end of each Term for a Renewal Term equal in length to the Initial Service Term” https://www.lawmatics.com/terms-of-use (checked 2026-11-07)
88. Scorpion’s law firm page says its offering is a tailored marketing strategy that includes website development, SEO, AI search, digital advertising, Local Services Ads and intake. “create a tailored marketing strategy specifically for your firm that includes website development, SEO, AI search, digital advertising, LSAs, and intake” https://www.scorpion.co/law-firms/ (checked 2026-11-07)
89. Scorpion typically requires a 12-month contract for its marketing technology and certain services such as SEO. “Scorpion typically requires a 12-month contract for our marketing technology and certain marketing services like search engine optimization (SEO).” https://www.scorpion.co/faq/ (checked 2026-11-07)
90. Scorpion’s pages publish no prices for any service, product or plan. Not publicly disclosed on the pages checked. https://www.scorpion.co/sitemap.xml (checked 2026-11-07)
91. Scorpion states Convert AI answers calls, collects case details and books consultations automatically around the clock. “Scorpion’s Convert AI answers calls, collect case details, and book consultations automatically around the clock.” https://www.scorpion.co/law-firms/ (checked 2026-11-07)
92. Convert’s Messaging Assistant responds to missed calls, texts, website chats, Facebook messages, LSA leads and contact forms around the clock, and texts leads who do not convert right away. “Messaging Assistant instantly responds to missed calls, texts, website chats, Facebook messages, LSA leads, and contact forms, 24/7. ... Text leads who don’t convert right away” https://www.scorpion.co/law-firms/marketing-solutions/convert/ (checked 2026-11-07)
93. Scorpion Connect is a 24/7 AI customer service rep for the firm’s website that answers questions, books appointments, accepts payments and educates prospective clients. “24/7 AI customer service rep that can answer questions, book appointments, accept payments, and educate prospective clients” https://www.scorpion.co/law-firms/marketing-solutions/scorpion-connect/ (checked 2026-11-07)
94. Scorpion states each law firm client has a dedicated account manager and team who keep the firm updated. “You’ll have a dedicated account manager and team to handle everything and keep you updated.” https://www.scorpion.co/law-firms/ (checked 2026-11-07)
95. Every inbound lead is scored immediately for quality and potential case value. “Every inbound lead is scored immediately for quality and potential case value. Your team focuses on the best potential clients. Nothing gets missed.” https://www.scorpion.co/law-firms/ (checked 2026-11-07)
96. Scorpion states it connects marketing channels to signed cases and revenue, reporting case value by source, cost per signed client and attributed revenue. “Connect every marketing channel to signed cases and revenue. Know case value by source, cost per signed client, and attributed revenue.” https://www.scorpion.co/law-firms/ (checked 2026-11-07)
97. Scorpion states it caters to several industries, including home services, legal, franchise and healthcare. “Scorpion caters to several leading industries, including home services, legal, franchise, healthcare and more.” https://www.scorpion.co/about-us/partnerships/ (checked 2026-11-07)
98. Scorpion’s pages do not state how often a law firm meets the people running its marketing. Not publicly disclosed on the pages checked. https://www.scorpion.co/sitemap.xml (checked 2026-11-07)
99. On leaving after fulfilling the contract, the client receives static site files, design assets and content, and must rebuild the site on another content management system. “You’ll need to work with another vendor to rebuild your website on a content management system of your choosing” https://www.scorpion.co/faq/ (checked 2026-11-07)
100. Scorpion’s FAQ says the investment depends on the client’s business goals, across marketing technology, marketing services and digital advertising. “The investment you decide to make with Scorpion depends on your business goals.” https://www.scorpion.co/faq/ (checked 2026-11-07)
101. Scorpion states digital advertising services such as Google Ads, LSAs and Meta are typically month-to-month. “Digital advertising services like Google Ads, LSAs, Meta, etc. are typically month-to-month terms.” https://www.scorpion.co/faq/ (checked 2026-11-07)
102. Intake forms connect with web chats and answering services. “Easily integrate with web chats and answering services, so your potential clients can have quick access to your intake form.” https://www.leaddocket.com/features/ (checked 2026-11-07)
103. Lead Docket’s pages do not describe answering inbound calls, an AI receptionist or AI voice agents as a Lead Docket feature. Not publicly disclosed on the pages checked. https://www.leaddocket.com/; https://www.leaddocket.com/features/; https://www.leaddocket.com/pricing/; https://www.leaddocket.com/integrations/; https://www.leaddocket.com/about/; https://www.leaddocket.com/contact-us/; https://www.leaddocket.com/reviews/; https://www.leaddocket.com/subscription-agreement/ (checked 2026-11-07)
104. Lead Docket’s pages don’t describe AI agents that call leads or book meetings, or a booking page of its own. Users schedule meetings through a Calendly integration (ld-rc-004). Not publicly disclosed on the pages checked. https://www.leaddocket.com/; https://www.leaddocket.com/features/; https://www.leaddocket.com/pricing/; https://www.leaddocket.com/integrations/; https://www.leaddocket.com/about/; https://www.leaddocket.com/contact-us/; https://www.leaddocket.com/reviews/; https://www.leaddocket.com/subscription-agreement/ (checked 2026-11-07)
105. When a case is signed, its files and information are pulled into Filevine as a new project, and custom fields map to Filevine. “As soon as a new case is signed, case files and other information are automatically pulled into Filevine as a new project.” https://www.leaddocket.com/integrations/ (checked 2026-11-07)
106. With Filevine, Lead Docket tracks project phases and uses settlement amounts and legal fees to calculate ROI. “Lead Docket automatically tracks project phases in Filevine, and uses settlement amounts and legal fees to calculate ROI.” https://www.leaddocket.com/integrations/ (checked 2026-11-07)
107. Custom intake scripts gather contact information and qualifying case fields. “Custom intake scripts give you the power to efficiently gather lead contact information and qualifying case fields for smooth intake conversion.” https://www.leaddocket.com/features/ (checked 2026-11-07)
108. Automated messaging sends the firm’s messages to leads on a schedule. “Lead Docket's automated messaging ensures your client gets the right message at the right time.” https://www.leaddocket.com/features/ (checked 2026-11-07)
109. Personalized emails and tasks are triggered automatically for follow-up. “Personalized emails and tasks are automatically triggered, ensuring consistent follow-up.” https://www.leaddocket.com/ (checked 2026-11-07)
110. AI assesses every lead when it opens, surfacing Lead Viability so the team knows which cases are worth taking. “AI assesses every lead the moment it opens, so your team knows which cases are worth taking.” https://www.leaddocket.com/ (checked 2026-11-07)
111. Lead Docket chases referral fees and checks in with referral partners automatically. “Let Lead Docket chase down referral fees and automatically check in with referral partners for you.” https://www.leaddocket.com/features/ (checked 2026-11-07)
112. Lead Docket collects retainers and other fees through a payment request link, by card or ACH. “Accept payments up front for retainers, consultation fees, and referral fees through an easy payment request link.” https://www.leaddocket.com/features/ (checked 2026-11-07)
113. The firm enters its marketing spend in Lead Docket to track campaign outcomes. “Enter your marketing spend in Lead Docket to track the outcome of your campaigns.” https://www.leaddocket.com/features/ (checked 2026-11-07)
114. Lead Docket’s pages do not describe pulling ad spend automatically from Google Ads, Meta or other ad platforms. Not publicly disclosed on the pages checked. https://www.leaddocket.com/; https://www.leaddocket.com/features/; https://www.leaddocket.com/pricing/; https://www.leaddocket.com/integrations/; https://www.leaddocket.com/about/; https://www.leaddocket.com/contact-us/; https://www.leaddocket.com/reviews/; https://www.leaddocket.com/subscription-agreement/ (checked 2026-11-07)
115. Lead Docket measures revenue by marketing source, conversion rates and wanted leads. “Measure revenue by marketing source, conversion rates, wanted leads, and more.” https://www.leaddocket.com/features/ (checked 2026-11-07)
116. Lead Docket does not publish prices; its pricing page offers a custom quote. “Get a Custom Quote Your firm is unique and so are your needs. That's why we'll help you identify a solution and price that is tailored” https://www.leaddocket.com/pricing/ (checked 2026-11-07)
117. If the Sales Order is silent, subscriptions renew for one-year periods unless either party gives 30 days’ written notice. “all subscriptions shall automatically renew for additional one (1) year renewal periods, unless either party provides thirty (30) days' prior written notice” https://www.leaddocket.com/subscription-agreement/ (checked 2026-11-09)
118. Lead Docket publishes no price, plan tier, setup fee or minimum. It bills per licensed user (ld-rc-008), with no per-user price shown. Not publicly disclosed on the pages checked. https://www.leaddocket.com/pricing/; https://www.leaddocket.com/subscription-agreement/ (checked 2026-11-07)
119. Lead Docket bills per licensed user. No per-user price is published. “billing is decided by the number of Licensed Users on your account at the time the invoice is sent.” https://support.leaddocket.com/hc/en-us/articles/360045256192 (checked 2026-11-08)
120. The subscription term is whatever the firm’s Sales Order states. “means the applicable subscription term set forth in Subscriber's Sales Order” https://www.leaddocket.com/subscription-agreement/ (checked 2026-11-09)
121. Intaker’s terms state no refunds for unused services or early termination of a subscription period. “No refunds will be given for any unused Services or any early termination of the Subscription Period.” https://intaker.com/home/terms.html (checked 2026-11-07)
122. Intaker’s pages do not state a minimum contract term, an annual commitment or a cancellation notice period. Not publicly disclosed on the pages checked. https://intaker.com/home/terms.html (checked 2026-11-07)
123. On cancellation a firm can request a copy of its data after emailing a termination notice. “At that point, you can request to get a copy of your data” https://intaker.com/home/terms.html (checked 2026-11-07)
124. Intaker’s terms state the company retains ownership in the Services and, subject to the agreement, data transferred through them. “The company shall retain all ownership in and to Services and, subject to the Agreement, all data transferred or received through the Services.” https://intaker.com/home/terms.html (checked 2026-11-09)
125. Leads can be exported from the dashboard as Excel, PDF, TXT or CSV. “The options are excel, PDF, TXT, or CSV.” https://help.intaker.com/article/export (checked 2026-11-07)
126. Intaker states it does not use customer or end-user data to train foundation or general AI models. “We do not use Customer Data or End User data to train, develop, or improve foundation models or general AI models” https://intaker.com/home/privacy.html (checked 2026-11-07)
127. When a firm moves from another agency, Superpractice migrates active campaigns, configures attribution and sets up intake routing. “We migrate your active campaigns, configure attribution, and set up intake routing so nothing drops during the handoff.” https://superpractice.com/pricing.md (checked 2026-11-07)
128. Superpractice says most firms moving from another agency are fully live within 5 business days. “Most firms are fully live within 5 business days.” https://superpractice.com/pricing.md (checked 2026-11-07)
129. Superpractice imports a firm’s existing leads and contacts at no extra cost. “We also import your existing leads and contacts at no extra cost.” https://superpractice.com/pricing.md (checked 2026-11-09)
130. The firm provides intake rules and preferences; Superpractice handles setup, call handling logic, transcripts and ongoing configuration of the voice agents. “You provide the intake rules and preferences, and Superpractice handles setup, call handling logic, transcripts, and ongoing configuration.” https://superpractice.com/pricing.md (checked 2026-11-07)

## Ranked lists that include Intaker

- [Best AI for law firms](https://superpractice.com/best/best-ai-for-law-firms) (11 ranked)
- [Best CRM for law firms](https://superpractice.com/best/best-crm-for-law-firms) (7 ranked)
- [Best legal intake software](https://superpractice.com/best/best-legal-intake-software) (7 ranked)

## Related

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- [How we compare](https://superpractice.com/comparison-methodology)