Intaker's Advanced Lab Series to Boost Productivity

Join us for Intaker's Advanced Lab Series on Feb 23rd, 9 am PST/ 12 pm EST. The product lab is geared towards existing Intaker users to boost productivity and streamline processes.

What is Intaker’s Advanced Lab Series?

Intaker's Advanced Lab Series is a virtual master class to train you on all the available features. It will show you how to streamline your firm's processes to improve productivity. While everyone is welcome, this product lab is geared toward current Intaker users.


Convert more leads to clients

What if you could automate self-scheduling? Or send a signature request for a document in a single click? How about tracking dashboard analytics to better understand your clients?

These are all features that are currently available to you. This lab will provide knowledge to maximize the benefits you get from Intaker.

While we already have readily available resources, such as the webinar Shooting Your Perfect Intaker Video, this lab series will provide information that’s not currently available elsewhere.

By taking a little time out of your day to dive deep, you'll gain the skills to optimize your chat for maximum performance.


Lead management to never lose a lead

Did you know that Intaker is now a full-force CRM? It can text, email, schedule meetings, and collect e-signatures for the dashboard.

Intaker “Desk” is your virtual office and is where all new client communication lands. You can also send “Desk items,” meaning forward a text or email to a colleague to allow them to respond.

The point of Desk is to optimize efficiency and streamline communication so that everything runs smoothly.

If you need to wait to reply to a new message, you can “snooze” the item to get reminded later. These examples only scratch the surface of what Intaker’s CRM is capable of and how it can support your law firm.


Send automated messages in series using sequences

One of Intaker’s newest features is messaging sequences which allow you to send a combination of text and emails automatically.

One use case would be following up with a new lead until they schedule a meeting. You can prepare a sequence to be sent to all new leads that auto-stops once they respond.

Sequences are useful during onboarding to send messages about the next steps, and even after the case is complete to ask for positive testimonials.

We will teach you pro tips about setting them up, avoiding ending up in the junk folder, and perfecting messaging with split testing.


What to expect during Intaker’s Advanced Lab Series?

Intaker’s Advanced Lab Series is all about you, the attorneys. The goal is to empower you with the knowledge to make the most out of Intaker. If you’re using the software, it’s worthwhile to learn all the tips and tricks to get the most out of it.

The hosts include Pooya Abka (CEO), Joe Ruotolo (Strategic Partnerships Manager), and Diana Enfinger (Customer Success Specialist). It will consist of break-out rooms, meaning we take an intermission from the presentation and allow you to ask questions in small groups.

Want to join us?

We are looking forward to connecting with you! Save the date, February 23rd, and be sure to REGISTER ahead of time to reserve your spot. As always, feel free to contact us anytime. We also have a Help Center that is regularly updated to answer common questions before the Advanced Lab Series.