Product Tour — See Intakit in Action

Command Center Dashboard

A unified, real-time overview of your entire practice. Active cases, pending tasks, upcoming deadlines, and performance metrics — all in one view. No more switching between tabs to reconstruct what happened today.

Daily Briefing

Every morning, DONNA prepares a daily briefing for each attorney: upcoming deadlines, stalled cases, unanswered emails, and documents awaiting review. Attorneys start each day knowing exactly what needs attention.

AI Concierge (DONNA)

A conversational AI assistant trained on your firm's data. Ask it to draft a demand letter, summarize a case, find a precedent, or check a deadline. It works across all your cases and knows your practice.

Case Detail Hub

Every case gets a comprehensive view: timeline, documents, communications, billing, tasks, and readiness state. See what's missing, what's overdue, and what's next — without opening five different systems.

AI Email Triage

Inbound emails are automatically classified by intent (new inquiry, court notice, opposing counsel, client update), checked for deadlines, and routed to the right queue. Opposing counsel emails are blocked from auto-send.

Document Intelligence

Upload documents and DONNA analyzes them: extracts key terms, classifies document type, identifies relevant dates, and links them to the right case. Drag and drop into the chat for instant AI analysis.

Client Portal

A branded, secure portal where clients can submit intake forms, upload documents, view case status, sign documents, and communicate with their attorney — all without phone tag.

Practice Analytics

Track case outcomes, revenue per practice area, attorney utilization, time-to-resolution, and client satisfaction. Data-driven decisions instead of gut feelings about firm performance.

Ready to See It Live?

Schedule a demo to see Intakit working with your practice area, your workflows, and your data.

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