What is Intaker
Intaker is a law firm marketing automation solution that helps law firms stand out in their market, focusing on empathy, speed of response, and scale. Their unique offerings include a website video chat feature that allows lawyers to showcase their personalities and communication styles.
The integration with Intaker is a one-way sync: leads from Intaker are sent to MyCase.
How does Intaker work with MyCase?
Leads captured by Intaker show up on the Leads tab in MyCase.
Click the Online Leads tab to see Intaker leads.
A transcript of the conversation is recorded on the client details page.
How do I integrate Intaker with MyCase?
To integrate Intaker with Mycase, schedule a 15-minute demo here.
If you are already an Intake customer, follow the instructions here.