Running intake.link as a service, Client Portal

intake.link Agency Implementation, White-Label Client Onboarding

Learn how to deliver intake.link as a white-label service to law firms, automating client onboarding workflows that combine e-signatures, retainer collection, and case data capture into a single branded link. Master form customization, Stripe payment setup, practice management integrations, and recurring revenue models for legal service agencies.

Open the decision record for intake.link

What does running intake.link for clients commit you to?

Published figures for this service. Blank fields are not published.

Monthly tool cost
Not published, intake.link's pricing page does not disclose dollar amounts for Pro or Enterprise plans in the extracted data. Obtain current vendor pricing directly from intake.link.
Time to first value
Not published, intake.link states time-to-value is 'days' but does not specify an exact hour or day count.
Payback
Not modeled, client price, labor rate, usage costs, overhead, and expected volume are not supplied in the extracted data.
Guided implementation
8 hours

Is intake.link worth running as a client service?

intake.link offers a focused intake solution for small US law firms with evidence of reduced intake time (2.5 hours to under 10 minutes) and over 1,000 completed intakes, but vendor pricing and agency market rates are not published, so delivery economics cannot be fully modeled without those inputs.

An agency-fit judgement for reselling this service. It is separate from the tool description on the decision record.

Before you start

What has to be in place before the first client engagement.

Tools and subscriptions

  • intake.link account on a paid tier with webhooks (Pro or Enterprise, exact pricing not published)
  • Stripe account connected via Stripe Connect for retainer payments
  • CRM with webhook or native integration capability (e.g., Clio, PracticePanther, MyCase, Filevine, HubSpot, Salesforce)
  • Webhook/automation endpoint (Make.com, Zapier, n8n, or direct API)
  • Custom domain or subdomain for branded intake pages

People and inputs

  • intake.link's drag-and-drop form builder documentation and pre-built practice-area templates
  • DocuSeal e-signature configuration guide (powered by intake.link)
  • Webhook setup instructions for Make.com, Zapier, n8n, or direct API calls
  • Stripe Connect onboarding documentation for collecting retainer deposits

Included with the course

7 working documents for delivering this service.

  • intake.link Reseller Pricing & Margin Calculatorworksheet
  • Law Firm Intake Audit Checklist (Current vs. intake.link)checklist
  • Custom Intake Form Template Library (PI, Family, Criminal)template
  • Stripe Connect & Payment Setup SOPsop
  • Clio/PracticePanther Webhook Integration Guideguide
  • White-Label Branding & Domain Configuration Playbookguide
  • Client Onboarding Completion Rate Tracking Dashboardtemplate

Listed by name. These documents are not yet published as individual downloads.