Home › Best legal intake software for law firms (2026)
Legal intake options for PI, workers' comp and small firms: Lawmatics, Clio Grow, CASEpeer Pro, Filevine Intake, MyCase Pro forms and Smith.ai live intake. Pricing from official pages.
Best for: Firms that want a dedicated legal CRM with marketing automation
Lawmatics is built around client intake, CRM and automated follow-up. Pricing is demo/quote based.
Published pricing: Not published as a price list — demo/quote based. Source (2026-10-31)
Best for: Small firms that want intake forms and a CRM inside their practice management plan
MyCase Pro ($100/user/month annual) bundles client intake forms, a legal CRM, e-signature and two-way texting.
Published pricing: Basic $50, Pro $100, Advanced $130 per user/month billed annually ($60 / $120 / $150 billed monthly). Source (2026-10-31)
Best for: Firms already on Clio
Clio Grow (intake/CRM) is included in Elite and is an add-on for Core and Signature, per Clio's plan table.
Published pricing: From $49/user/month (Starter). Core, Signature and Elite are quote-based ("Get pricing"). Source (2026-10-31)
Best for: PI firms that want intake inside PI case management
CASEpeer Pro adds client intake management and unlimited texting; Advanced adds an intake investigator portal.
Published pricing: Basic $90, Pro $130, Advanced $160 per user/month. No long-term contract or setup fee (per FAQ). Source (2026-10-31)
Best for: Larger firms that want intake as a package on a configurable platform
Filevine lists an Intake package to capture, qualify and route leads, priced as part of a custom quote.
Published pricing: No published prices. Its pricing page says "All packages are custom built for your team's needs" (Book a Demo). Source (2026-10-31)
Best for: Firms that need live people to answer and run the intake script 24/7
Smith.ai bills per call (from $300/month for 30 calls) and lists a dedicated Spanish line add-on at $1.00 per call.
Published pricing: Starter $300/mo (30 calls), Basic $810/mo (90 calls), Pro $2,100/mo (300 calls). Billed per call, not per minute; overage $8.50–$11.50/call. Source (2026-10-31)
| Product | Published pricing | Trial / buying | Source |
|---|---|---|---|
| Lawmatics Intake & CRM | Not published as a price list — demo/quote based. | Demo | Official page 2026-10-31 |
| MyCase Practice management | Basic $50, Pro $100, Advanced $130 per user/month billed annually ($60 / $120 / $150 billed monthly). | 10-day free trial, no credit card | Official page 2026-10-31 |
| Clio Manage Practice management | From $49/user/month (Starter). Core, Signature and Elite are quote-based ("Get pricing"). | 7-day free trial, no credit card | Official page 2026-10-31 |
| CASEpeer PI case management | Basic $90, Pro $130, Advanced $160 per user/month. No long-term contract or setup fee (per FAQ). | Demo | Official page 2026-10-31 |
| Filevine PI case management | No published prices. Its pricing page says "All packages are custom built for your team's needs" (Book a Demo). | Demo; site also advertises a free trial of its LOIS AI platform, no credit card | Official page 2026-10-31 |
| Smith.ai Virtual Receptionists Answering & intake | Starter $300/mo (30 calls), Basic $810/mo (90 calls), Pro $2,100/mo (300 calls). Billed per call, not per minute; overage $8.50–$11.50/call. | Vendor advertises a money-back guarantee — see their terms | Official page 2026-10-31 |
USD prices as shown on official pages on the date above; they may exclude taxes, fees and add-ons. We do not assign scores or star ratings.
Intake software organizes leads, forms and follow-up. It does not answer the phone at 9 p.m. or call a Spanish-speaking client back. Many PI and workers' comp firms combine an intake CRM with an answering service or dedicated bilingual intake staff.
If you pay any vendor or marketer, keep the fee flat and unrelated to signed cases. California restricts paying for referrals, so have ethics counsel review per-lead or per-case pricing.
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This site is owned by SupportMates LLC. We provide bilingual (English/Spanish) remote staff based in Guatemala to US law firms and businesses for intake, case follow-up and paralegal support supervised by your attorneys, at one monthly rate.
Book a 15-minute call Calculate your savingsAmong published prices on our retrieval date, MyCase Pro is $100/user/month on annual billing and includes intake forms. Lawmatics and Filevine are quote based.
No. We do not assign scores. This is a researched shortlist, not a hands-on test.