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Organize intake for your team’s review.

Beacon Intake collects prospective-client information and organizes inquiries by status. Review recommendations with explanations, then decide which matters to pursue. Built for lean litigation teams and nonprofits.

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$120 a month with 3 users · $40 per additional user · $1,320 a year

Explore Beacon Intake demo → The standalone demo uses fictional sample data. Discuss setup and access during a consultation.

How it works

From inquiry to team review.

01

Collect intake information

A structured form collects the information your team needs to assess an inquiry. Discuss your questions and practice requirements when scoping setup.

02

Review recommendations

Review recommendations and their explanations alongside the information provided. They support an initial review; your team decides what needs follow-up and which matters to pursue.

03

Plan follow-up messages

Use reply templates to prepare follow-ups, referrals, or declines. Discuss acknowledgment, approval, and scheduling requirements during setup.

04

Track inquiry status

Organize inquiries by status for your team’s review. Explore sample records in the standalone demo, then discuss assignments, meeting packets, and reporting requirements.

Illustrative intake example

Explore a sample recommendation.

Enter a fictional matter to explore a sample recommendation and explanation. This browser-only illustration uses simple rules. It does not run Beacon Intake’s AI.

  • See example review categories and explanatory notes
  • Use fictional details only. Your team makes decisions about real inquiries
Illustrative intake example

Describe a fictional matter

Use fictional details to explore a sample result generated by simple keyword rules, not AI.

Enter at least 8 characters to show the illustrative result.

Your example text stays in this browser. Use fictional details only. This illustration does not run Beacon Intake’s AI.

Pricing

Simple pricing.

$120 a month includes 3 users. Each additional user is $40 a month. Pay annually and get one month free.

Monthly

$120 /month

3 users included · $40 per additional user

For firms and nonprofits organizing intake and team review.

  • Intake questions configured for your workflow
  • Recommendations for team review
  • Acknowledgment and reply templates configured during setup
  • Pipeline dashboard
  • 3 users included
  • $40 a month per additional user
Explore the illustration

Annual

Best value
$1,320 /year

one month free · 3 users included · additional users $40 a month

For teams that run intake together and meet to decide which cases to take.

  • Everything in Monthly
  • One month free compared with monthly
  • Shared pipeline & assignments
  • Read-only meeting packet to share with the committee
  • Intake analytics
  • Priority support, with terms confirmed during setup
Explore the illustration

Custom

Let's talk

white-label & managed onboarding

For high-volume firms, multi-office practices, and organizations that want it set up for them.

  • Everything in Annual
  • White-label branding & domain
  • Guided onboarding & template setup
  • Custom triage tuned to your practice
  • Access roles and SSO requirements scoped with your team
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Example monthly totals: 3 users $120, 5 users $200, 10 users $400. Exploring the illustration does not create an account or subscription. Before subscribing, confirm the included features, configuration, onboarding, support terms, and any additional-user charges with us.

Questions

How does pricing work?
$120 a month includes 3 users. Each additional user is $40 a month, so 5 users is $200 and 10 users is $400. Pay annually and get one month free: $1,320 a year for 3 users.
How fast can we be live?
Schedule a consultation to discuss your intake questions, reply templates, and launch requirements. Setup timing depends on the scope agreed with your team.
Is our client data secure?
We do not sell client data or use client documents to train AI models. Before onboarding, we discuss access, hosting, transfer, and retention requirements with your team. You can request an export or deletion through the contact options in our privacy policy, subject to applicable retention requirements.
Does it work for our practice area?
Tell us about your practice, the matters you accept, and the information you need from prospective clients. We can discuss fit and configuration during a consultation. Your team decides which matters to pursue.
We already use a practice management tool. Does this replace it?
Beacon Intake focuses on collecting and reviewing inquiries. Discuss how you want accepted matters transferred to your existing tools; confirm the available export or integration before relying on it.
Ready when you are

Discuss intake for your team.

Explore the illustration, or book a 30-minute consultation to discuss your intake workflow and setup requirements.

Schedule a consultation Explore the illustration