Does OpenIntake integrate with case management systems?

Yes, OpenIntake integrates with case management systems. This AI-powered intake tool is designed specifically for law firms and includes seamless integration capabilities to connect with existing legal case management software and workflows.

Is OpenIntake good for solo practitioners?

Yes, OpenIntake is specifically designed for solo practitioners, along with law firms and legal consultants. At $49/month, it offers AI-driven intake automation, customizable forms, secure client communication, and analytics reporting ideal for individual legal practices.

OpenIntake

Automated client intake for law firms

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Shyft Score

Directory quality rating

Verified

73/100

Quiet

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Our take

The verdict on OpenIntake

AI-generated

OpenIntake provides an AI front door for law firms, making it a strong choice for operations departments in legal services.

Strengths

Specialized in legal services
AI-driven automation
Potential for significant efficiency gains
Competitive pricing

Limitations

Limited information on integrations
May require training for adoption
Pricing model not clearly stated

Best for: Operations departments in law firms looking to automate intake processes.

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Benefits

Why teams choose OpenIntake

Reduce client intake processing time by up to 80% with automated workflows

Capture more qualified leads with intelligent form routing and follow-up

Eliminate data entry errors between intake and case management systems

Get instant insights into intake conversion rates and bottlenecks

About

What is OpenIntake?

OpenIntake automates client intake workflows for law firms using AI-generated forms and real-time data analytics. It integrates with case management systems and provides a secure client portal to streamline onboarding and document collection.

Key capabilities

AI-driven client intake automation

Customizable intake forms

Integration with case management systems

Real-time data analytics and reporting

Secure client communication portal

At a glance

What you can do with OpenIntake

Automating client intake forms and data collection

Reducing onboarding time for new clients

Integrating with case management systems

Securing client communications and documents

Best for

Law firmsLegal consultantsSolo practitioners

Pricing

OpenIntake pricing

OpenIntake starts at $49/mo

Starting at $49/mo

Ecosystem

Connected ecosystem

MCP servers, AI skills, and integrations that work with OpenIntake

Integrations

ClioPracticePantherMyCaseZapierGoogle CalendarSlackDocuSignMicrosoft Teams

FAQs

Frequently asked questions

Common questions about OpenIntake and its capabilities

OpenIntake costs $49 per month on a subscription basis. This legal tech tool provides AI-powered client intake automation, customizable forms, case management integration, and analytics reporting at this price point for law firms and solo practitioners.