Intaketive
AI intake for immigration firms

Stop chasing leads.
Start closing cases.

Intaketive greets every visitor on your website, intakes them like your best consultant, and turns the conversation into an organized case on your dashboard automatically.

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30-day free trial·No credit card·Export your data anytime
How it works

Three points of light, one clear path

From the first hello to a managed case, Intaketive connects every step like stars in a constellation.

01

The visitor arrives

A potential client lands on your site. The Intaketive widget greets them instantly at any hour of day.

02

The AI qualifies

It asks the right questions for their case type, captures contact details, and flags urgency. No form fatigue, no drop-off.

03

You close the case

A complete, organized lead lands on your dashboard with an auto-generated checklist. Your team picks up where Polaris points.

The intake widget

From hello to case in three steps

Drop one line of code on your site. The agent greets every visitor, qualifies them, and hands you a finished case automatically.

1Visitor arrives
The widget greets every visitor on your site. No form to fill.
2AI qualifies
What are you hoping to do?
Work in Canada 🇨🇦
Your nationality and field?
Brazilian · software engineer
It asks smart follow-ups and validates every answer as it goes.
3Case appears
On your dashboard
Sarah Johnson
Visa TypeExpress Entry
CountryCanada
NationalityBrazilian
StatusNew
A structured case lands on your dashboard the moment the chat ends.
The dashboard

Every lead, in one clear picture

Consultants log in to a live view of every captured lead with status, checklist, and next step, always visible.

Intaketive
Workspace
Leads128
Firm
Team
AW
Amara Whitlock
Northbridge Immigration
Northbridge Immigration/Leads
Search
Add Lead
Welcome back, Amara Whitlock
Here's what's happening across your pipeline.
128
Total Leads
14
New
39
Active
7
Follow-up
Lead Pipeline128 total
New 14Contacted 22Active 39Closed 53
NameVisa TypeCountryNationalityReceivedStatus
Maria Alvarez
Express Entry (FSW)MexicoMexican18 Jun 2026New
Jian Chen
Study PermitChinaChinese16 Jun 2026Contacted
Amara Okeke
Spousal SponsorshipCanadaNigerian14 Jun 2026Active
Rahul Sharma
Provincial NomineeIndiaIndian10 Jun 2026Closed
The platform

An intake agent and a case-flow framework

Everything you need to turn a website visitor into a retained client, and keep them moving forward.

01
Your North Star
Every capability points to one outcome: a retained, well-served client.
02
24/7 AI intake agent
Captures and qualifies leads around the clock, so no inquiry goes cold.
03
Unified lead dashboard
Every lead, status, and next action in one live view; no spreadsheets.
04
Auto-generated checklists
Each case type spins up its own document and task list, applied consistently.
05
Automatic status updates
Clients get the right nudge at the right moment, without manual follow-up.
06
One-line embed
Paste a single snippet on any site builder. Live the same afternoon.
07
Secure & compliant
Encrypted in transit and at rest, with a full audit trail.
3 min
for the entire setup
8 hrs
saved per consultant each week
92%
intake completion rate
Pricing

Simple plans that scale with your firm

Solo
$79/mo

For solo attorneys getting started.

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AI intake widget
Up to 50 leads / mo
Lead dashboard
Email support
Most popular
Growth
$179/mo

For growing firms with a real pipeline.

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Everything in Solo
Unlimited leads
Auto-generated checklists
Up to 5 consultants
Status-update automations
Firm
Custom

For multi-office firms & high volume.

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Everything in Growth
Unlimited consultants
Custom case workflows
SSO & audit logs
Dedicated success manager
FAQ

Questions, answered

Do I need a developer to install the widget?

No. A single line of code you paste into any website builder gets the chat widget running. Most firms are live the same afternoon.

Does the AI provide legal advice?+

The AI agent DOES NOT provide any legal advice. It is only there to help intake clients and, if there are any questions/confusion, navigate them through that process like a human agent would.

What happens to a lead after the chat?+

The moment a conversation ends, Intaketive creates a structured case record on your dashboard with contact details, case type, and an auto-generated checklist, ready for your team to pick up.

Is client data secure?+

Yes. All data is encrypted in transit and at rest, with a complete audit trail. We're built for the sensitivity of immigration data and are SOC 2-ready.

What happens to my leads if I stop using the service at any point in time?+

You can easily export your leads at any time, ensuring you retain access to your customer data even if you decide to discontinue using the service. Nothing will hold you back.

What features does Intaketive offer?+

Other than the widget, Intaketive offers features like lead management, auto document checklist, team management, and analytics, with many more coming soon.

Try it with zero risk

Your leads are yours. Always.

Run Intaketive free for 30 days. If it's not for you, export every lead and conversation in one click and walk away. No lock-in, nothing lost.

30 days, fully free
Every feature, no trial limits. See real leads land before you decide.
No credit card
Start in minutes. No card, no auto-charge, no surprises when the month ends.
Export anytime, no lock-in
One click exports every lead and chat. Leave whenever, your data goes with you.

Find your North Star.

Give every visitor a guide and every lead a home. Start capturing cases with Intaketive today.

Book a demo
30-day free trial · No credit card required · Live in a day
© 2026 Intaketive. Navigate every case home.