intake.link Branded Intake Link Build and Webhook Handoff (Onboarding)

intake.link Branded Intake Link Build and Webhook Handoff (Onboarding)

1. 01

   Create the firm subdomain in intake.link

   Set the branded intake form address as firmname.intake.link, or attach a custom domain if the firm insists on its own URL. Confirm the intake.link branding that remains on client-facing pages with the firm before the link goes to prospects, since it appears on every page a client sees.

2. 02

   Map practice-area fields in the drag-and-drop form builder

   Build conditional logic per practice area (Personal Injury, Family Law) so a client only sees questions that apply to their matter. Keep the form to the fields the retainer actually needs; the one-link flow only saves time if the client finishes in a single phone session.

3. 03

   Attach the e-signature block and Stripe payment step

   Place the DocuSeal signature block after the intake questions and the Stripe Connect payment collection last, so the client moves form, then sign, then pay without leaving the page. Note the Free plan caps e-signatures at 5 per month (25 with Stripe connected) and charges 1% plus a $25 minimum fee per transaction; size the firm's monthly intake volume against those limits before choosing Free, Pro at $99/mo (50 signatures, 3 staff), or Enterprise at $299/mo.

4. 04

   Wire the webhook to the firm's CRM

   Point the webhook at Clio, PracticePanther, or a Zapier/Make scenario so a completed intake lands as a contact or matter without manual re-entry. Webhook integrations sit on the Pro tier, so a Free-plan pilot needs a manual export until the firm upgrades.

5. 05

   Build the confirmation email sequence

   Trigger an automated confirmation on form submission using the email recipients allowed on the plan (10 on Pro). Include next steps and the firm's contact route so the client is not left waiting after paying a deposit.

6. 06

   Run a test intake end to end

   Submit a dummy matter through the live link on a phone, sign, and pay a test amount. Verify the signature record, the Stripe charge, and the CRM record all appear, and time the run against the under-10-minute benchmark the platform is sold on.

7. 07

   Hand off to firm staff with a written runbook

   Document how to resend a link, where submission history lives, and who reviews failed webhooks. This is the deliverable that justifies the retainer line; agencies billing the Solo Firm Starter at $399/mo should treat the runbook as the artifact the client keeps.