Effortlessly collect information, automate workflows, and provide a seamless experience for your clients with our modern intake solution.
Get complete visibility into your call activity with real-time metrics that let you understand your business at a glance.
Get a clear breakdown of your calls by category and receive actionable suggestions to improve your performance.
New leads with high conversion potential
Filtered and categorized as non-relevant
Communications with suppliers and partners
Opportunities requiring follow-up
Messages received for callback
Ongoing relationships and support
Potential client interested in home renovation services
Existing client with questions about their project timeline
Based on call performance metrics from this week
Identify successful patterns to share with the team
Current calls are running 2 minutes longer than necessary
Many marketing companies boast high call volumes, but these numbers often include spam or unqualified contacts. True results come from validated call insights that reveal what's really happening with your leads.
Marketing companies often exaggerate call generation numbers to make their campaigns look more successful than they really are. High call counts can give a false impression of success when many of those calls are actually spam, solicitors, or completely irrelevant inquiries.
Without proper analysis, you're left making business decisions based on vanity metrics instead of actionable data that can actually help grow your business and improve your bottom line.
"Our marketing company said Google generated 115 phone calls, but after IntakeCoach, we saw 89 were spam or looking for work."
Without proper call analysis, businesses might invest in marketing strategies that boost numbers without delivering quality leads. This means wasted budget, missed opportunities, and frustrated sales teams dealing with unqualified contacts.
IntakeCoach automatically categorizes all incoming calls by quality—clearly identifying genuine potential leads versus spam or non-qualifying calls. Our AI-powered system analyzes call content, intent, and outcomes to give you a true picture of your lead generation effectiveness.
With IntakeCoach, you can make data-driven decisions that lead to better sales performance and streamlined training for your team. No more guessing games or inflated metrics—just clear, actionable insights based on real customer interactions.
Get the clarity you need to make data-driven decisions that actually grow your business.
Get Real Insights NowStop wasting time listening to every voicemail and manually monitoring calls – let our AI-driven platform handle it all so you can focus on what matters.
As a manager or business owner, there simply isn't enough time in your day to listen to every staff call, review all voicemails, or compile detailed reports manually. The sheer volume of communications can be overwhelming.
This manual approach leads to fragmented insights, delayed responses, and missed opportunities. By the time you've identified a pattern or issue, it might be too late to capitalize on it or address it effectively.
Time-consuming and inefficient
IntakeCoach aggregates call data across your entire organization, providing a centralized dashboard that delivers real-time, actionable insights. No more piecing together information from multiple sources or waiting days for reports.
Our unified reporting system transforms how you understand and respond to customer interactions, giving you a complete picture of what's happening across all communication channels.
Quickly understand team performance and overall call volume with at-a-glance metrics.
Recognize patterns in call quality and customer engagement to identify opportunities.
Make informed decisions with accurate, up-to-date insights at your fingertips.
IntakeCoach doesn't just report numbers—it actively analyzes call metrics to recommend intelligent staffing adjustments. By identifying top performers and areas for improvement, our platform guides you in optimizing your team structure and training efforts.
Automatically flag potential gaps or strengths in your team. Identify which team members excel at specific call types and structure your team accordingly.
Highlight opportunities for targeted coaching to improve call handling. Turn high-performing calls into training materials to elevate your entire team.
Ensure that the right people are addressing the right calls at the right times. Optimize scheduling based on call volume patterns and staff expertise.
Let IntakeCoach's AI-driven analytics work for you, delivering insights in real-time and freeing you to focus on growing your business.
Experience the Future of Call Monitoring – Get Started Now!Get up and running with zero technical effort on your part
Our expert team handles everything from setup to integration with your existing systems. We'll customize IntakeCoach to your specific workflow, train your team, and provide ongoing support to ensure you get maximum value from day one.
We'll schedule a consultation to understand your specific needs and workflow requirements.
Our team handles all the technical setup, integrating IntakeCoach with your existing systems.
We train your team on how to maximize the platform's benefits for your specific practice.
Launch your fully configured system with our team providing real-time support.
We regularly optimize your setup to ensure you're getting the most value from IntakeCoach.
"The IntakeCoach team set everything up for us in less than a week. We were amazed at how smooth the transition was and how quickly our staff adapted to the new system."- Sarah Johnson, Office Manager at Johnson & Associates
Integrate with your favorite CRMs, case management systems, and tools
IntakeCoach connects seamlessly with the tools you already use, creating a unified workflow that eliminates data silos and duplicate entry. Our integration team sets up everything for you, ensuring a perfect fit with your existing systems.
Seamlessly sync client information, appointments, and case details between Clio and IntakeCoach.
Automatically push intake data to Filevine projects and keep everything in sync in real-time.
Bidirectional sync ensures your intake process aligns perfectly with your case management.
Enterprise-grade CRM integration for firms with complex sales and client relationship needs.
We can integrate with virtually any custom or proprietary CRM through our flexible API.
We specialize in custom integrations for law firms of all sizes. Our development team can connect IntakeCoach with virtually any software you use in your practice.
Create beautiful, mobile-friendly forms that make it easy for clients to provide information.
Set up automated actions based on form submissions to save time and reduce errors.
Keep client information safe with enterprise-grade security and compliance features.
Connect with the tools you already use, including CRMs, calendars, and payment processors.
Gain insights into your intake process with detailed analytics and reporting.
Access your client information from anywhere, on any device, with our responsive platform.
From call to insights in minutes - no complex setup required
IntakeCoach securely captures your intake calls with client permission. No hardware needed - works with your existing phone system or VOIP solution.
Our advanced AI engine processes each call, analyzing tone, keywords, questions asked, and overall conversation flow.
Within minutes, receive a detailed breakdown of each call with actionable insights, missed opportunities, and conversion probability.
Track performance metrics over time, identify trends, and measure improvement in your team's intake effectiveness.
Use AI-powered suggestions to refine your intake process, train staff, and increase conversion rates month after month.
Watch how our platform transforms your intake calls into actionable insights and business opportunities.
IntakeCoach helps firms increase conversion rates and maximize revenue from existing call volume
IntakeCoach clients see significant improvement in conversion rates within the first month. By analyzing every call and providing actionable coaching, your team develops better client relationships and closing techniques that translate directly to increased revenue.
Personalized coaching recommendations based on real call data help your team continually improve their conversion techniques.
See how individual team members perform against benchmarks and identify top performers whose techniques can be shared across the team.
Monitor how your team's performance evolves with training and coaching, identifying trends and areas for improvement.
"We've increased our conversion rate by 32% in just two months using IntakeCoach. The insights into our calls and the coaching recommendations have transformed how our intake specialists handle potential clients."
IntakeCoach delivers results across multiple industries where phone interactions are critical
IntakeCoach helps legal firms convert more potential clients into retained cases by improving initial consultation calls.
"IntakeCoach has become an indispensable part of our intake process. We've seen a 34% increase in client retention since implementing the platform."
Learn how IntakeCoach can be customized for your specific industry needs
IntakeCoach seamlessly connects with your existing systems to provide a unified workflow and comprehensive data management.
Seamlessly sync call data with popular CRM systems like Salesforce and HubSpot for unified customer insights and streamlined workflow.
Connect with any system to automate updates and enhance workflow through real-time data exchange, allowing for tailored integration with your existing tech stack.
Easily integrate with VoIP providers, call centers, and traditional phone systems to capture and analyze calls from any source.
Export analyzed call data to business intelligence tools for deeper insights and integration with your organization's broader analytics strategy.
Reduce manual data entry and streamline processes across your organization.
Access all your call data and insights from a single, unified dashboard.
Eliminate errors from manual processes with automated data synchronization.
"IntakeCoach has transformed our client onboarding process. What used to take days now takes minutes, and our clients love the professional experience."
"The automation features have saved our team countless hours. We're able to focus on helping clients rather than processing paperwork."
"The integration with our existing systems was seamless. We were up and running within a day, and our ROI was immediate."
Choose the plan that works best for your practice.
Perfect for small practices
Ideal for growing practices
For large organizations
Have questions about IntakeCoach? Our team is here to help.
525 Market St, Suite 1000
San Francisco, CA 94105
Empire State Building, 350 5th Ave
New York, NY 10118
233 S Wacker Dr
Chicago, IL 60606
Join thousands of businesses that have streamlined their operations with IntakeCoach.