Q: How does Intakit compare to Filevine?

Filevine is positioned as a connected legal work platform with case, document, and AI workflows in one system. Intakit is sharper when the pain is hidden chase-work: missing items, urgency, intake follow-through, and whether attorneys can start from a prepared file.

Q: Can Intakit work alongside Filevine?

Yes. Firms can keep Filevine as the system of record and use Intakit where intake continuity, client follow-through, and readiness are still too dependent on manual vigilance.

Q: When would a firm choose Intakit over Filevine?

If the immediate problem is not generic case management but operational preparedness, Intakit is the better fit. It is built to make missing work, urgency, and next-step guidance visible without making day one depend on a full platform migration.

Question 1

How do I improve client intake efficiency at my law firm?

Accepted Answer

Automate the chase work. Intakit runs intake, document collection, questionnaires, jurisdictional checklists, and follow-through automatically, and DONNA keeps escalating what's missing until the matter is ready. Firms typically cut intake time by 70-80% and recover the paralegal hours that used to go into manual reminders, spreadsheet tracking, and email back-and-forth.

Question 2

What should I consider when choosing legal practice management software?

Accepted Answer

Look beyond features. The real questions are: does it handle the work after intake (document collection, deadlines, chase work, case readiness), does it integrate with what you already use (Clio, Google Workspace, Adobe Sign, QuickBooks), is it governed (audit logs, attorney approval gates, data you can export), and does it actually reduce coordination work or just replace one dashboard with another. Intakit was built specifically to cover the readiness layer that standard practice management systems leave to humans.

Question 3

What is the best software for managing law firm workflows in 2026?

Accepted Answer

The landscape splits into three categories: systems of record (Clio, MyCase, PracticePanther, Smokeball, Filevine), intake-focused CRMs (Lawmatics, Clio Grow, Intaker), and intelligence layers that run work across those systems (Intakit). Most firms end up with two: a system of record plus Intakit for readiness, intake, and day-to-day intelligence. Intakit integrates with Clio Manage out of the box.

Question 4

How is Intakit different from Clio, MyCase, or PracticePanther?

Accepted Answer

Clio, MyCase, and PracticePanther are systems of record — they store matters, time, and billing. Intakit is the intelligence layer that sits on top of that record system. DONNA reads live firm activity, prepares work before attorneys ask (daily briefings, reply packets, hearing prep), and keeps matter context coherent across email, SMS, calls, portal, and documents. Intakit integrates with Clio Manage so you don't replace the record system — you add intelligence to it.

Question 5

Can AI actually replace paralegal work at a small law firm?

Accepted Answer

Not entirely — and that's intentional. Intakit and DONNA handle the coordination, preparedness, and follow-through work that makes up roughly half of typical paralegal time: chasing missing documents, triaging email, building daily briefings, preparing matter context for calls, and flagging deadline drift. The judgment-heavy work stays with attorneys and paralegals; the repetitive coordination work goes to DONNA, governed by attorney approval gates.

Question 6

What happens after a client completes the initial intake?

Accepted Answer

Every client automatically receives a secure portal after intake. They can complete questionnaires, upload documents, track progress, and message your team directly without falling back to long email chains or status calls.

Question 7

How does Intakit handle complex jurisdictional requirements?

Accepted Answer

Intakit's context-aware intake engine adapts checklists to state-specific rules and matter types before the file reaches your team. Automated tracking currently covers federal courts and 10 state jurisdictions with attorney verification at each step.

Question 8

Is Intakit compliant with state bar data ethics requirements?

Accepted Answer

Yes. Intakit provides firm-specific encryption boundaries, immutable audit logs, and attorney-governed approval gates so data ownership, professional responsibility, and sensitive actions stay under firm control.

Question 9

Can we export our data if we stop using Intakit?

Accepted Answer

Yes. Intakit supports full exports, and documents stay organized in synced systems such as Google Drive so your firm retains direct access to its records.

Question 10

What is DONNA and how does it work?

Accepted Answer

DONNA is Intakit's governed intelligence layer. It turns live firm activity into prepared work - reply packets, call briefs, hearing prep, and follow-up plans - before attorneys ask, while keeping one coherent matter understanding across every communication channel.

Question 11

How quickly can a law firm go live with Intakit?

Accepted Answer

Firms can go live quickly because Intakit handles the initial configuration, workflow mapping, and client-facing setup so your team can start processing matters without a long implementation cycle.

Question 12

What does Intakit cost?

Accepted Answer

Intakit offers four paid plans. DONNA Inbox is $149 per month or $1,490 per year. DONNA Starter is $499 per month or $4,990 per year. DONNA Professional is $999 per month or $9,990 per year. DONNA Enterprise is $2,499 per month or $24,990 per year. Annual billing gives two months free, qualifying early-access firms currently receive an additional 20% lifetime discount, and every paid plan includes a 30-day money-back guarantee.

Question 13

Does Intakit integrate with Clio?

Accepted Answer

Yes. Intakit integrates with Clio Manage as well as Google Workspace, Adobe Sign, QuickBooks, and other tools your firm already depends on.

Question 14

What is the difference between Intakit and Clio?

Accepted Answer

Clio is a broad system of record for legal practice management. Intakit is the intelligence and readiness layer that keeps matters prepared, context coherent, and next moves visible before the attorney has to reconstruct what is happening.

Feature	Intakit	Filevine	Detail
Matter Readiness View	Yes	Partial	Intakit keeps missing items, urgency, and next actions visible in one preparedness lens
Intake Follow-Through	Yes	Partial	Forms, reminders, and missing documents stay moving after first contact
Attorney-Ready Briefings	Yes	Partial	Prepared summaries and next-step guidance surface before the team reconstructs status by hand
Priority Triage Across Communications	Yes	Partial	Urgent messages and developing risk are surfaced proactively instead of waiting on manual review
Works Alongside Existing Record System	Yes	No	Intakit can layer onto an existing stack; Filevine is positioned as the primary work platform
Operational Calm for High-Volume Intake	Yes	Partial	Intakit is centered on the hidden chase-work that piles up after inquiries become active matters

Readiness Review: Intakit vs. Filevine

Preparedness Comparison

Broader legal work platform vs. operational preparedness layer

Live matters stay in motion after first contact

The team gets a readiness lens, not just a matter record

The platform can complement an existing record system

Why Firms Choose Intakit

Frequently Asked Questions