Get started with Intake Desk Pro

$3,997 a month, plus $1,997 one-time setup. Watch the 4-minute video first, or go straight to checkout. Nothing is charged today.

Founding 5: 3 firms get a free month of our Pro plan, then 2 Founding spots at half setup, then full price. Every spot gets its price locked for 24 months, in return for a named video testimonial after 30 days. Book a 15-minute call.

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Questions first? Book a 15-minute call or call the live demo at (732) 631-8273.

What happens after you sign up

  1. Today. Sign up and add your bank account on Stripe's secure page. Nothing is charged today.
  2. Within 1 business day. Your welcome email: a short video, a one-page guide, your portal login and one onboarding link.
  3. About 20 minutes, on your time. On that link you sign the agreement, connect your booking calendar and fill out the intake form: your cases, hours, backup number and who approves the script.
  4. Your attorney approves. We build your AI from your answers. The attorney you named gets an email with a one-page summary and an approve button.
  5. Live in 2 business days. You forward missed calls to your new number and add our form to your website. We test a call, a web form and a booking, then switch you on. A paid Founding spot is billed now; a free Founding spot starts its 30 days.
  6. Weeks 1 to 4. Texting turns on once phone carriers approve your registration. On the 1st of each month you get your speed report.