IntakeIQ — FAQ — common questions, answered

Section 01

Getting Started

What is IntakeIQ?: IntakeIQ is an AI-powered legal intake platform that helps law firms qualify cases faster. When a potential client fills out your intake form, our AI instantly analyzes their case and provides a score, strengths, weaknesses, and recommendations—so you can focus on the cases that matter most.
How long does it take to set up?: Most firms are up and running in under 10 minutes. Sign up, enable your practice areas, customize your branding, and grab your embed code. You can have intake forms on your website the same day.
Do I need technical skills to use IntakeIQ?: Not at all. Our embed code works with any website—just copy and paste. If you use WordPress, Squarespace, or Wix, we have step-by-step guides. For custom sites, our React component makes integration seamless.
Can I try IntakeIQ before committing?: Yes! We offer a free trial so you can see how IntakeIQ works with your practice. No credit card required to start.

Section 02

How does the AI scoring work?: We use three leading AI models (Claude, GPT-4, and Gemini) to analyze each intake independently. Then we calculate a consensus score based on their agreement. When models agree, you get a high-confidence score. When they disagree, we flag the case for your review.
How accurate is the AI?: Our multi-model consensus approach achieves 85-90% accuracy in case qualification. More importantly, our hallucination detection catches uncertain cases—so you never miss a good case or waste time on a bad recommendation.
Can I override the AI score?: Absolutely. You can override any AI recommendation with your own assessment. All overrides are logged for your records, and we track override rates to help improve the system over time.
Is my client data used to train AI models?: No. Your client data is never used for AI training. All three AI providers (Anthropic, OpenAI, Google) have enterprise agreements that prohibit using your data for model improvement. Data is processed and immediately discarded.

Section 03

How much does IntakeIQ cost?: We offer three plans: Starter ($19/seat/month) for solo practitioners, Professional ($39/seat/month) for small firms with full AI scoring and integrations, and Enterprise (custom pricing) for larger firms needing white-label and custom features.
What counts as a "seat"?: A seat is any user who needs access to the dashboard—admins, attorneys, and staff all count. Clients filling out intake forms don't count as seats.
Can I change plans later?: Yes. Upgrade anytime and get immediate access to new features (prorated billing). Downgrade takes effect at your next billing cycle. Cancel anytime with no penalties.
Do you offer discounts for annual billing?: Yes, annual plans save you 20% compared to monthly billing. Contact us for enterprise volume discounts if you have multiple offices or a large team.

Section 04

Is IntakeIQ secure?: Yes. We use enterprise-grade security: AES-256 encryption at rest and in transit, enterprise-grade cloud infrastructure, multi-tenant isolation between firms, role-based access controls, and complete audit logging.
Does IntakeIQ comply with bar association rules?: IntakeIQ is designed to comply with attorney ethics rules. We provide proper disclosures to clients about AI use, treat all data as confidential, and maintain the security standards expected for prospective client information.
Who can access my client data?: Only authorized users at your firm can access your data. Our support team cannot see your client information without explicit permission from you, and all access is logged.
Can I export or delete my data?: Yes. You can export all your data at any time from the dashboard. You can also delete individual intakes or request complete account deletion. We comply with GDPR and CCPA requirements.

Section 05

Does IntakeIQ work with Clio?: Yes! Our Clio integration uses OAuth 2.0 for secure connection. Once connected, new intakes automatically create contacts and matters in Clio Manage. You can also manually sync individual intakes.
Can clients book consultations through IntakeIQ?: Yes. After submitting an intake, clients can immediately book a consultation through our integrated scheduling. You set your availability, and clients pick a time that works—no back-and-forth emails.
Can I accept payments for consultations?: Yes. Connect your Stripe account to accept credit cards, Apple Pay, Google Pay, and bank transfers for paid consultations. Funds go directly to your account—we don't take a percentage.
Do you have an API or webhooks?: Yes. Our webhook system sends real-time notifications for events like new intakes, completed scores, and booked consultations. This lets you connect IntakeIQ to any system. Full API documentation is available for enterprise customers.

Section 06

What practice areas do you support?: We currently support 8 practice areas: Employment Law, Personal Injury, Family Law, Criminal Defense, Immigration, Estate Planning, Business Law, and Real Estate. Each has specialized intake questions and AI scoring criteria.
Can I only show certain practice areas?: Yes. You control which practice areas appear on your intake forms. If you only handle personal injury and employment law, you can hide the other practice areas from your clients.
Can you add a practice area I need?: We're always expanding. If you need a practice area we don't currently support, contact us. Enterprise customers can request custom practice area configurations.
Are the intake questions customizable?: The core questions are optimized for each practice area, but you can customize branding, colors, and add your firm's specific messaging. Enterprise plans include fully custom question sets.