How WiseIntake Works

1. Your Firm Signs Up
Share your firm name, contact email, and a few quick details. WiseIntake automatically generates a unique intake link just for your firm.2. Share Your Intake Link
Add your intake link to your website, email signature, QR code, or send it directly to potential clients.3. Get Intakes in Your Inbox
When a client submits the intake form, you receive a structured email with everything you need to review the matter and follow up.

Why firms use wiseintake

• Consistent client information
Every intake arrives in the same format so nothing important gets missed.• Instant email notifications
New client submissions are sent directly to your chosen firm email.• Client-friendly form
Simple, mobile-friendly form that takes just a few minutes to fill out.• Built for small firms & solos
No portals, no extra logins, no IT department required.

Pricing

You may cancel your subscription at any time. No long-term contracts. Refunds are handled according to our Refund & Cancellation Policy.

Solo - $19.99/mo

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Firm - $39.99/mo

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Pro - $99.99/mo

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Ready to try Wiseintake?

Getting started takes just a couple of minutes.
Fill out the firm signup form and you’ll receive your unique intake link by email.

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Questions or need help getting set up? Contact Us© 2025 WiseIntake. All rights reserved.

Privacy Policy

Last updated: November 15, 2025WiseIntake (“we,” “us,” or “our”) provides tools that help law firms and legal professionals collect and organize client intake information. This Privacy Policy explains how we collect, use, and protect information when you use our website and related services (the “Service”).By using WiseIntake, you agree to the collection and use of information in accordance with this Policy.1. Information We CollectWe collect two main types of information:(a) Information from firms (when you sign up)
• Firm name
• Contact name
• Contact email
• Preferred contact method
• Practice area(s)
• Any other voluntary information you choose to provide(b) Information from client intakes (when clients submit intake forms)
• Client name and contact details
• Preferred method of contact
• Basic details about their legal issue or matter
• Any additional information they choose to enter into the intake formWe also collect limited technical information automatically, such as browser type, device type, and general usage data, to help improve the Service.2. How We Use InformationWe use the information we collect to:• Provide and operate the WiseIntake Service
• Route client intake submissions to the correct firm email address
• Communicate with firms about their account, settings, and service updates
• Maintain the security and integrity of the Service
• Analyze usage patterns to improve features and performance
• Comply with legal obligations, if requiredWe do not sell your information to third parties.3. Role in the Attorney–Client RelationshipWiseIntake is a technology service that helps firms collect and organize information. We are not a law firm and do not provide legal advice.Any attorney–client relationship that may form as a result of a client contacting a firm through WiseIntake is strictly between the client and the firm—not between the client and WiseIntake.4. Third-Party Services and Data ProcessorsTo deliver the Service, we may use third-party providers such as:• Database and automation tools (e.g., Airtable, automation platforms)
• Email providers (for sending notifications and intake emails)
• Website hosting and analytics toolsThese third parties process data on our behalf under their own security and privacy practices. We only share information with them as needed to provide and improve the Service.5. Data RetentionWe retain information for as long as necessary to:• Provide the Service to firms
• Maintain records of intakes and system activity
• Comply with legal, tax, or regulatory requirementsYou may contact us at any time to request deletion or anonymization of information where applicable, subject to any legal requirements to keep records.6. Data SecurityWe use reasonable administrative, technical, and organizational measures to protect information, including encrypted connections (HTTPS) and access controls. However, no method of transmission or storage is 100% secure, and we cannot guarantee absolute security.7. Your Choices and RightsIf you are a firm using WiseIntake, you may contact us to:• Update your firm or contact information
• Request changes or deletion of data we store in relation to your account, where permitted by lawIf you submitted information as a client through an intake form, you should first contact the firm directly regarding your information. If needed, you may also contact us and we will work with the firm to address your request where appropriate.8. Children’s PrivacyWiseIntake is not intended for use by children under 13, and we do not knowingly collect personal information from children under 13. If you believe a child has submitted information through the Service, please contact us so we can take appropriate action.9. Changes to This PolicyWe may update this Privacy Policy from time to time. When we do, we will update the “Last updated” date at the top of this page. Your continued use of the Service after changes take effect constitutes your acceptance of the updated Policy.10. Contact UsIf you have any questions about this Privacy Policy, you can contact us at:WiseIntake Support
Email: [email protected]

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Refund/Cancellation

Last updated: November 15, 20251. Subscriptions and BillingWiseIntake may be offered as a subscription-based service, a one-time setup fee, or a combination of both. The specific pricing and terms applicable to your account are shown at the time of purchase or signup.By subscribing to WiseIntake or paying any associated fees, you authorize us (and our payment processor) to charge the applicable fees to your chosen payment method.2. CancellationYou may cancel your WiseIntake subscription at any time by contacting us.• Cancellations take effect at the end of the current billing period, unless otherwise stated.
• After cancellation, you will retain access to the Service until the end of the paid period, and no further automatic charges will occur for future periods.3. RefundsBecause WiseIntake is a digital service and provisioning begins immediately, refunds are generally not provided except in the following cases:• Duplicate charges due to a billing error
• Accidental charges where no meaningful use of the Service has occurred and you contact us promptly
• Other cases at our sole discretion, evaluated on a case-by-case basisIf you believe you have been charged in error, please contact us within 3 days of the charge and include your name, email, firm name, and details of the issue.4. Trial Periods and PromotionsIf WiseIntake is offered with a free trial or promotional period:• You will not be charged until the trial or promotion ends, as stated during signup.
• If you do not wish to continue, you must cancel before the end of the trial or promotional period to avoid being charged.5. Changes to Pricing or TermsWe may update our pricing or billing terms from time to time. When we do, we will provide notice by email or through the Service and indicate when new prices or terms will take effect.Continued use of the Service after updated pricing or terms become effective constitutes acceptance of those changes.6. Contact for Billing QuestionsFor questions about billing, cancellations, or refunds, contact us.

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Security

We take the security of firm and client information seriously and use reasonable measures to help protect it.1. Data in Transit• Our website and forms are accessed over secure, encrypted connections (HTTPS) where supported by the underlying platforms.
• Intake submissions are transmitted securely between the client, our tools, and the destination firm email.2. Data Handling and Storage• Intake data is stored and processed using reputable third-party providers (such as database, automation, and email services) that use their own security and compliance controls.
• Access to these tools is restricted to authorized accounts and protected by strong passwords and other security practices.3. Access Controls• We limit access to systems and data to those who need it to operate and support the Service.
• Where possible, we use role-based access and separate firm-specific data logically by account or key.4. No Absolute SecurityWhile we work to protect your information, no system or method of electronic storage or transmission can be guaranteed to be 100% secure. You should always take care when deciding what information to submit and how you handle intake data in your own email and systems.If you believe there has been unauthorized access to data processed by WiseIntake, please contact us immediately.

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About WiseIntake

WiseIntake was created to help small law firms and solo attorneys stop drowning in unstructured client emails, PDFs, and handwritten notes.Instead of cobbling together intake information from a dozen places, WiseIntake gives your firm:• A unique, client-friendly intake link
• A consistent set of questions for every new matter
• A clear, organized email with all relevant details in one placeWiseIntake is built and operated by Nicole Wilson, a legal operations-focused founder who works with firms to streamline their workflows. The goal is simple: make intake less chaotic so you can spend more time actually serving clients.

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Terms of service

Last Updated: November 16, 2025Welcome to WiseIntake (“we,” “our,” “us”). By accessing or using WiseIntake, you agree to the following Terms of Service. Please read them carefully.1. Description of ServiceWiseIntake is an online intake automation tool that provides law firms with custom intake links and email-based intake routing. WiseIntake does not provide legal services, legal advice, or attorney-client communication tools.2. EligibilityYou must be at least 18 years old and legally authorized to represent a law firm or professional organization to use this service.3. AccountsWhen a firm signs up, you agree to:Provide accurate informationMaintain the confidentiality of your accountBe responsible for all activity under your account4. Intake DataWiseIntake sends client intake information directly to the firm’s designated email(s). We do not store, review, or modify submitted intake data.You are responsible for:Handling intake emails securelyResponding to potential clientsAny actions taken using the information providedWiseIntake is not liable for missed clients, missed emails, or any outcomes related to intake or communications.5. Payment & SubscriptionsSubscriptions automatically renew on a monthly basis unless canceled.By subscribing, you authorize WiseIntake (through Stripe) to charge your stored payment method.All pricing is listed on Wise Intake.6. Refund & Cancellation PolicyYou may cancel your subscription at any time.Refunds are not automatically provided for partial billing periods. If you believe a refund is warranted, contact support.7. Prohibited UseYou agree not to use WiseIntake to:Send spam, marketing blasts, or mass outreachCollect information illegallyTamper with or reverse-engineer the systemMisrepresent your identity or your firm8. Disclaimer of WarrantiesWiseIntake is provided “as is” without warranties of any kind. We do not guarantee:Email deliveryResponse ratesCase conversionsPlatform uptimeWe do our best — but no SaaS can promise perfection.9. Limitation of LiabilityTo the fullest extent permitted by law, WiseIntake is not liable for:Lost leads or lost revenueMissed emailsData entry errorsDelays in email deliveryIssues caused by your email provider (Gmail, Outlook, etc.)Third-party integrations (Airtable, Stripe, Make.com)Your firm is solely responsible for reviewing and responding to intake emails.10. PrivacySee our Privacy Policy for how information is handled.11. Changes to the ServiceWe may modify features, pricing, or terms at any time. Continued use of WiseIntake means you accept the updated terms.12. ContactFor support or questions:
📧 Email support🌐 Wise Intake

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Stop Losing Leads: WiseIntake Law Firm Intake Demo (Step-by-Step)

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Frequently asked questions

❓What exactly is WiseIntake?WiseIntake is an automated intake system for small law firms. You get a custom intake link, and every time a client fills it out, their submission goes straight to your inbox.❓ Do clients need an account or app?Nope. They just tap your link, fill out the form, and hit submit.❓ Does WiseIntake store any client information?No. Intake submissions are sent directly to your firm’s email. We don’t store or review client data.❓ What types of law firms can use this?Any size firm, but it’s especially great for:Criminal defenseFamily lawPersonal injuryImmigrationBankruptcySmall general practice firms❓ How fast do we get submissions?Instantly. The moment a client hits submit, your firm receives an email.❓ Can I have multiple intake links?Yes.Solo plan: 1 linkFirm plan: 3 linksPro plan: Unlimited links❓ Can I customize intake questions?Yes — just reach out and we can help customize fields for your practice areas.❓ Does WiseIntake replace our receptionist?No — it complements your reception team and covers you after hours or during high call volume.❓ What if someone fills out a form after hours?You’ll still receive the intake email instantly.
WiseIntake works 24/7.❓ Is this secure?Yes. Intake information is sent directly to your email through secure, encrypted connections. We do not store client info or create accounts for clients.❓ Can I cancel anytime?Yes. You can cancel your subscription with no penalty.❓ Do you offer support?Absolutely. Email us anytime!
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