Intaker for case management

Your core system, supercharged. Two-way texting, AI agents, and workflows in a side panel beside your case management.

Intaker makes your case management system more powerful. It opens in a side panel on any website, so your full intake engine sits right beside the tools you already work in. When you land on a page with contact information, Intaker tells you whether that person is already in your workspace — and gives you everything you need to act, without leaving the page. If they're not in your workspace yet, capture them as a new lead in one click. Right from the side panel you can: • Two-way text leads and clients from your Intaker number • Put AI agents to work on follow-ups, qualification, and scheduling • Trigger workflows to launch automated texts, calls, and next steps • Reach leads across SMS, WhatsApp, Facebook, and other channels • Keep every conversation, call, and meeting tied to the right contact No tab-switching. No lost context. No duplicates. Built for lawyers, intake specialists, paralegals, and lead managers who spend their day moving between case management, email, and the web. We meet you where you work — so your attention stays on your leads, not on the busywork around them. Learn more about Intaker: https://www.intaker.com HOW IT WORKS Install the extension, pin it to your toolbar, and sign in with your Intaker account. Open the side panel on any webpage — Intaker handles the rest. REQUIREMENTS An active Intaker account is required. Visit https://www.intaker.com to learn more or start a trial. Questions or feedback? Email support@intaker.me