Intake is Sales

Empower Your Intake Team to Sign More Clients

At Intake Kings, we’re not a call center. We’re a technology and innovation company with decades of expertise in legal intake and sales. Our mission is to hold your intake team accountable, streamline workflows, and help you convert more leads into clients.

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Redefining Legal Intake Through Innovation and Accountability

We are not a call center — we are a technology and innovation company built by experts in intake and sales with decades of experience.

  • Intake Kings is NOT a call center, and we never have been. We are a team of intake and sales experts who have spent decades in the industry. We bring sales-focused training and cutting-edge technology to empower your intake teams, both internal and external.

  • Our mission is simple: Drive results and hold teams accountable. We remove the friction from your intake team’s day-to-day tasks so they can focus on what matters most—closing PNCs and providing an excellent client experience.

Core Values

  • Accountability: We ensure that intake teams are held accountable for their performance, delivering results through transparency and data-driven insights.

  • Innovation: Technology is the backbone of what we do. We continuously innovate to simplify intake processes and increase efficiency.

  • Collaboration: Intake Kings works hand-in-hand with call centers and intake teams to improve outcomes and maximize client conversions.

  • Client-Centric Focus: Our goal is to support your intake operations, letting your team focus on providing the best client service possible.

  • Integrity: We build trust through honest communication, delivering on our promises, and providing consistent value to our partners and clients.

  • Efficiency: Our solutions streamline workflows, reduce friction, and make intake teams more effective.

  • Continuous Improvement: We constantly evolve our technology and strategies to stay ahead of the industry’s needs.

Our innovative and state-of-the-art software was developed and perfected over years, and features:

Lead Management System

Streamlining the intake process by managing leads, automating follow up and tracking progress.

Email Marketing Automation

Automates email campaigns, allowing for personalized communication with prospects and clients based on their interactions and behaviors.

Two Way Communications

Facilitates real-time, bidirectional communication with clients via text, email, or other messaging platforms, enhancing customer engagement and support.

Social Media Posting & Chat

Enables scheduling and posting content across multiple social media platforms, along with managing interactions through a unified chat interface.

Unified Inbox

Consolidates messages from various channels (emails, SMS, social media) into a single inbox, making it easier to manage and respond to clients and new leads.

Survey and Forms

Provides the ability to create and distribute surveys and forms to gather feedback, conduct research, or capture leads, with easy integration into marketing campaigns.

Reputation Management

Monitors and manages online reviews and feedback across different platforms, helping your firm maintain a positive online presence and reputation.

Reporting

Delivers comprehensive reports on various metrics and KPIs, such as campaign performance, intake data, and client interactions, aiding in informed decision-making.

Task Management

Helps intake teams organize, prioritize, and track tasks and projects, ensuring efficient workflow and productivity within the firm.

Ai Content Writer

Leverages artificial intelligence to generate content for emails, social media posts, blogs, and more, saving time and enhancing content quality.

PPC Management

Offers tools and analytics for managing pay-per-click advertising campaigns, including keyword research, ad creation, and performance tracking.

Appointment Booking

Enables easy scheduling of appointments and meetings directly through the platform, with calendar integration and automated reminders for clients.

Funnel Builder

Provides tools to design and deploy customized intake funnels, enabling your firm to guide prospects through the intake journey with targeted content and interactions at each stage.

Workflow Automation

Streamlines and automates repetitive tasks and processes, such as lead nurturing and follow-ups, by setting up customized workflows that trigger based on specific actions or criteria, improving efficiency and consistency.

Intake Audit

Schedule an intake and marketing audit to get a comprehensive assessment of your company’s client intake process and marketing strategies. We’ll help you identify gaps and deficiencies, inefficiencies, and areas for improvement.

Automated intake software

Our automated intake software was built to turn leads into clients and create a meaningful client experience. It is simple, straightforward, and intuitive, and it seamlessly integrates into your existing CRM. Let us help you turn your digital leads, web pages, and funnels into conversions as we automate 80% of the pre-contract or pre-retainer client journey.

Intake, sales, and conversion consulting services

Let our experts evaluate your company’s current intake services and transform them, making them more efficient, streamlined, and effective so that you don't miss a single lead.

FREQUENTLY ASKED QUESTIONS

WHAT IS AN INTAKE AND CONVERSION PLATFORM?

Intake Kings is a software tool designed to streamline and automate the process of gathering, processing, and managing data or information from potential new clients.

WHAT ARE THE BENEFITS OF USING AN INTAKE PLATFORM?

Benefits include improved client experience, considerably higher conversion rates, heightened efficiency and accuracy in data collection, reduction in manual data entry, enhanced organization and accessibility of information, and increased productivity for staff.

IS THE INTAKE PLATFORM CUSTOMIZABLE TO FIT OUR SPECIFIC NEEDS?

Yes, Intake Kings offers customization options for forms, workflows, and data fields according to the unique requirements of your firm and practice areas.

DOES INTAKE KINGS INTEGRATE WITH OTHER SYSTEMS OR SOFTWARE WE USE?

Intake Kings seamlessly integrates with popular software systems: from your practice management software, to document management.

WHAT KIND OF SUPPORT IS AVAILABLE FOR USERS OF THE INTAKE KINGS?

We will never hang you out to dry like many other software companies. Intake Kings provides a dedicated onboarding manager, as well as customer support service, including technical assistance, training resources, and online documentation to help you and your team make the most of the platform.

HOW SCALABLE IS INTAKE KINGS?

Intake Kings has the ability to accommodate growth in data volume or user base. Our platform is designed to scale with the needs of your firm, whether it's handling a small number of submissions or processing thousands of entries per day.

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