IntakeLink
Early Access Open · Limited founding spots

From consultation to signed retainer in one link.

IntakeLink gives solo immigration attorneys a single link that captures new client details, prepopulates the engagement letter, and collects the retainer via LawPay — before the case folder is even open.

Join the waitlist for early access See how it works ↓
// intake_flow.json
consultation_date: 2026-04-12
engagement_letter: signed ✓
lawpay_retainer: $2,500 collected
clio_matter: ready to open
→ intake complete in 47 min

Product Preview

Early preview of the IntakeLink dashboard

Here's what we're building. Join the waitlist to get early access when we launch.

app.intakelink.com/dashboard
IntakeLink
Dashboard
Intakes
Forms
Clients
Automations
Active Intakes
42
14 submitted today
Avg. Completion
87%
+12% since launch
Auto-Reminders Sent
156
This week
Time Saved
23h
vs. manual follow-up
Weekly Activity
Mon Sun
Recent Intake Submissions
ClientFormStatusCompletenessSubmitted
Apex FinancialNew Client Onb.Complete100%2h ago
Sterling HealthInsurance IntakeIn Review95%4h ago
Bridgewater LLCCompliance CheckPending Docs60%1 day ago
North Peak VetPatient IntakeComplete100%1 day ago

The problem

Every new client means a manual intake chain that takes days when it should take hours.

01

Your current intake is a patchwork of email, Word doc, and a Clio matter you open manually. When a prospective client reaches out after a consultation, you are sending three separate follow-ups: a questionnaire, an engagement letter, and a LawPay link. Some respond to one. Rarely all three.

02

For a solo immigration attorney, each new client intake takes 2-4 hours of non-billable admin time. Multiply that across 12-15 new cases a month and you are spending two full working days doing paperwork that a paralegal at a larger firm handles. You do not have a paralegal.

03

You spent years mastering immigration law so you can help people stay, reunite, and build a life here. You spend your evenings chasing incomplete intake forms and unsigned engagement letters instead. The intake should take care of itself.

How it works

You send one link. Your client completes the intake. The retainer arrives signed.

Step 1

Send a branded intake link after consultation

IntakeLink generates a single intake URL you can copy into any email or calendar invite. Your client clicks it and fills out their immigration details — no account required, no PDF downloads, no back-and-forth.

Step 2

Engagement letter auto-generates and routes for signature

When the client submits their intake form, IntakeLink prepopulates your engagement letter template and sends it for e-signature in the same session. No manual merge, no separate DocuSign login.

Step 3

LawPay retainer collected automatically

The signed engagement letter triggers a LawPay payment request for your retainer amount. Your client pays. You get a notification. The matter is funded and ready to open in Clio.

Built for

Solo immigration attorneys who run a full practice without a paralegal

The time problem

Cut intake from 3 days to 3 hours.

The average solo immigration attorney loses 6-8 hours per new client to manual intake — questionnaire, engagement letter, retainer collection, and Clio entry. IntakeLink compresses that to a single link your client completes in under 20 minutes.

The conversion problem

Stop losing clients in the gap between consultation and retainer.

Most immigration client losses happen between consultation and signed engagement — the client goes cold waiting for your follow-up. IntakeLink closes that window with a link you send the moment consultation ends.

Solo immigration attorneys AILA members Docketwise users H-1B / family-based practices 1-3 attorney firms

Early access · Limited spots

Be among the first to use IntakeLink.

We are onboarding a small group of solo immigration attorneys to test IntakeLink before full launch. Join the waitlist — you will be first to know when early access opens, and your feedback shapes what we build.

Free during early access

Your feedback shapes the product

No credit card required

First to know when we launch

Book a call with the founder
A project by LeanAI Studio

We are building this if 50 people sign up. Help us validate the idea.

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