# Intakit vs Filevine LOIS

> Agentic AI layered on the Filevine platform vs. AI-native firm intelligence across the whole funnel — with no separate case-management system to buy first.

## Preparedness Comparison

| Feature | Intakit | Filevine LOIS | Detail |
| --- | --- | --- | --- |
| Agentic Execution Across Live Matters | Yes | Yes | Both run AI agents across matters; LOIS executes inside the Filevine platform, DONNA inside Intakit's operating layer |
| Works Without a Separate Case-Management Platform | Yes | No | LOIS runs on top of Filevine; Intakit is AI-native and standalone, with nothing else to license or implement first |
| Front-of-Funnel: Inquiry to Drafted Intake to Matter | Yes | Partial | Intakit owns inbound-lead capture, conflict checks, and intake-to-matter conversion before a matter exists |
| Built-In Client-Facing Surface (Portal, Intake, Payments) | Yes | Partial | Intakit's client portal, online intake, and payments are built in; LOIS centers internal firm operations |
| Solo / Small / Mid-Firm Fit and Speed to Value | Yes | Partial | Filevine + LOIS targets mid-to-large litigation firms; Intakit is built for smaller firms to start fast |
| Attorney-Governed, Source-Backed Execution | Yes | Yes | Both keep actions permission-scoped and reviewable; Intakit centers approval gates and audit visibility in the workflow |

## Platform-bound AI operator vs. AI-native firm intelligence

Filevine LOIS brings agentic AI to firms already running the Filevine platform. Intakit is sharper when a firm wants firm intelligence without first buying and implementing a separate enterprise platform — covering the funnel from inbound inquiry through live matter readiness.

### 1. It starts before the matter exists

Intakit captures the inbound inquiry, drafts the intake, runs the conflict check, and converts to a matter — the front of the funnel, not just work inside a case that already exists.

### 2. The client-facing surface is built in

Online intake, the client portal, document requests, and payments are part of Intakit, so client follow-through stays in motion without bolting on another layer.

### 3. AI-native, standalone, and governed

DONNA prepares and executes approved work across live matters with source evidence and audit visibility, without requiring a separate case-management platform underneath.

## Why Firms Trust This Framing

- No separate enterprise platform required to start
- Whole-funnel coverage from inquiry to live matter
- Attorney-approved, source-backed, audit-visible execution

## Why Firms Choose Intakit

- AI-native and standalone: DONNA is the operating layer itself, not an add-on that first requires licensing a separate case-management platform
- Owns the front of the funnel: inbound inquiry to drafted intake to converted matter, plus the built-in client portal, online intake, and payments
- Built for solo, small, and mid-size firms to get value on day one rather than through a multi-month enterprise implementation

## Frequently Asked Questions

### How is Intakit different from Filevine LOIS?

Filevine LOIS is agentic AI that runs inside the Filevine platform, which is powerful for firms already standardized on Filevine. Intakit is AI-native firm intelligence that works on its own and covers the whole funnel, from inbound inquiry and intake through live matter operations, without requiring a separate case-management system underneath.

### Do I need Filevine to use Intakit?

No. LOIS requires the Filevine platform beneath it. Intakit is standalone: DONNA is the operating layer, so a firm can adopt it without first licensing and implementing a separate case-management system.

### Is Intakit only for small firms?

Intakit is built so solo, small, and mid-size firms get value quickly. Filevine and LOIS are generally aimed at mid-to-large litigation firms with the budget and implementation capacity for an enterprise platform.

### Does Intakit do the same agentic, firm-wide work LOIS describes?

DONNA also prepares and executes approved work across live matters and writes it back into the firm's operating record, always under attorney approval with source evidence and audit visibility. The difference is that Intakit delivers this as an AI-native standalone product across the full funnel, rather than as a layer on top of a separate enterprise platform.

## More Comparison Pages

- [The True Cost of Manual Client Intake](https://intakit.com/comparison/true-cost): Where manual intake creates hidden vigilance work, avoidable stress, and delayed readiness.
- [Intakit vs Perplexity](https://intakit.com/comparison/perplexity-legal): Cited AI answers and agentic research workflows vs. the firm intelligence layer that keeps matters ready to act.
- [Intakit vs CoCounsel](https://intakit.com/comparison/cocounsel): Trusted legal research and document-work assistance vs. small-firm matter readiness across live operations.
- [Intakit vs Claude](https://intakit.com/comparison/claude-legal): A capable AI assistant for analysis and drafting vs. governed matter readiness infrastructure for law firm operations.
- [Intakit vs Lawmatics](https://intakit.com/comparison/lawmatics): Matter readiness and client follow-through vs. marketing-first legal CRM workflows.
- [Intakit vs Clio Grow](https://intakit.com/comparison/clio): Intake follow-through and matter readiness vs. pipeline-first CRM intake.
- [Intakit vs Filevine](https://intakit.com/comparison/filevine): Connected legal work platform vs. the readiness layer that keeps intake, follow-through, and attorney preparation moving.
- [Intakit vs MyCase](https://intakit.com/comparison/mycase): A preparedness system that keeps work visible alongside a case management system of record.
- [Intakit vs PracticePanther](https://intakit.com/comparison/practicepanther): Legal billing and practice management vs. the readiness layer that keeps intake moving and attorneys prepared.
- [Intakit vs Smokeball](https://intakit.com/comparison/smokeball): Document automation and legal practice management vs. the readiness layer that keeps intake and attorney prep moving.
- [Intakit vs CosmoLex](https://intakit.com/comparison/cosmolex): Integrated legal accounting and practice management vs. the readiness layer that keeps urgent work, missing items, and next steps visible.
