Frequently asked questions

One tool covering the full sequence from first contact to signed client: an AI-qualified lead from your website, your one-tap approval, a scheduled consultation, an engagement letter, e-signature, and client document collection — replacing the separate contact form, scheduling tool, document-request email chain, and e-signature tool most solo and small firms juggle today.

A visitor on your website opens the widget and has a conversation with an AI intake agent trained on your practice areas and your own disqualifying criteria. When it's done, you get an email with a one-tap Approve or Decline — no login required. Approve, and the prospect automatically receives your scheduling link. After the consultation, you generate an engagement letter from the dashboard, the client e-signs it, and then uploads whatever documents you've requested through a secure portal — all of it landing directly in your own connected cloud storage.

Five: immigration, estate planning, personal injury, family law, and criminal defense. Each has its own tuned intake questions and disqualifying-criteria logic, and a firm handling more than one can run them all off a single embedded widget.

Each area you handle is set up as its own intake agent — its own questions, disqualifying criteria, and branding, configured in Settings → Agents. You can either embed one "router" widget that asks visitors "What can we help you with?" and routes to the right agent, or place a dedicated single-area widget on a practice-specific page (e.g. only immigration intake on your /immigration page) — both use the exact same setup, just placed differently. Either way, conversations, documents, and your dashboard stay filterable by practice area, so running several doesn't turn into one undifferentiated pile of leads.

Neither. It replaces the manual, unpaid work of reading every inbound message, typing the same scheduling email, and chasing documents by hand. You still make every judgment call — nothing gets booked, signed, or decided without your explicit approval first.

No — and this is architectural, not a policy promise. Card entry happens inside Stripe's own embedded form; the number itself never passes through LenhardIntake's servers. We only ever hold a reference token from Stripe.

Login is handled entirely by our authentication provider — passwords are hashed there and never touched or stored by LenhardIntake's own application code.

Yes, enforced at the database level rather than just in application code — every query is scoped to your firm, so a bug elsewhere in the product can't leak one firm's data into another's view.

Yes. The flow is built to ESIGN Act and UETA standards, and every signature captures the signer's typed name, IP address, timestamp, and device fingerprint as an audit trail — the same category of evidence courts already accept from DocuSign and similar tools.

LenhardIntake isn't a healthcare provider or health plan, so HIPAA's covered-entity rules don't directly apply to the platform. That said, client-uploaded medical records (common in personal-injury intake) never sit on our servers regardless — they go straight into your own storage account. A signed Business Associate Agreement isn't currently offered.

Simpler for us, riskier for you. If LenhardIntake hosted your files, a breach of our systems would expose every customer's client documents at once. Because we never keep a copy, a compromise here can't expose your files — that's the actual reasoning, not just a feature checkbox.

Google Drive, Microsoft OneDrive, Dropbox, or Clio — whichever you already use. Google Drive access is scoped narrowly to only the files the app itself creates. Clio gets deeper treatment: it creates real Contact and Matter records, not just document storage.

Every client gets one case folder — named Last, First — Matter Type — Date — with two subfolders: Engagement (the letter and signed agreement) and Client Documents (whatever the client uploads through their portal). Intake summaries and call transcripts sit directly in the case folder, so it reads like a real case file rather than a pile of randomly-named attachments.

You can switch anytime in Settings. Files already delivered stay exactly where they are in your old provider — nothing moves automatically. New files start landing in whichever provider you connect next.

No — it's a structured intake conversation, not a legal-advice chatbot. It asks the questions you've configured to determine fit and urgency, then hands everything to you for a human decision. Nothing it says commits you or your firm to anything.

That's exactly why approval is a required, separate step. You see the full intake summary and transcript before anything moves forward, and can decline any lead the AI mis-scoped — it's a triage assistant, not an autonomous decision-maker.

Yes — you set your own disqualifying criteria during setup (case types you don't take, jurisdictions you don't cover, and so on), and the AI applies them during the conversation instead of scheduling a consultation you'd have declined anyway.

Yes. The AI detects and responds in whichever language the visitor uses for the whole conversation, and flags the language on your intake summary so you know before the consultation.

You get a warning email at 120 conversations — 80% of the 150/month allotment — well before you're at risk of hitting it. The Firm plan removes the cap entirely.

Minutes, not days — it's one script tag pasted into your site. Onboarding auto-detects whether you're on WordPress, Squarespace, Wix, or Webflow and gives you the exact click-by-click steps for that platform.

Yes. The fallback is the same single script tag pasted directly into any HTML page — it works on a custom-built site exactly the same way.

Any of them. The widget simply opens whatever scheduling link you give it — Cal.com, Calendly, Acuity, Outlook Bookings, Google's own appointment scheduler, or literally any page with a public booking form. There's no lock-in to a specific tool.

Yes, more deeply than the other storage options — connecting Clio automatically creates real Contact and Matter records there, so your existing Clio practice-management setup stays the system of record.

Solo is $99/month ($79/month billed annually) — 1 attorney seat, 150 conversations/month. Firm is $179/month ($143/month billed annually) — up to 3 seats, unlimited conversations, team authority levels, and priority email support.

Yes, to activate the 14-day trial — but you're not charged until the trial actually ends. Cancel any time before then and you're never billed at all.

Yes, self-serve from Settings → Billing, no call or email required. Access continues through the end of the period you already paid for, then stops.

Yes, self-serve — an "Upgrade to Firm" option is right in the billing dashboard once you're a Solo customer.

Direct email support at support@lenhardintake.com, with priority handling on the Firm plan. It's a small, hands-on team rather than a large tiered ticket queue, which in practice means faster, more specific answers.

The platform is actively monitored with real-time error tracking, so problems are typically caught before you'd have to report them. If the AI intake conversation is ever unavailable, that's the one channel affected — it doesn't touch your existing phone number, email, or any other way clients already reach your office.

A form collects a name and a message. It doesn't ask follow-up questions, screen for fit, or schedule anything — you're still the one reading every submission, replying, and sending a scheduling link by hand. LenhardIntake is what happens after the form: the qualifying conversation and the scheduling, done automatically.

It's not giving advice or making promises on your behalf — it's a structured intake conversation you configured, and you personally approve every lead before anything moves forward. For most solo attorneys, the realistic alternative isn't a faster human response — it's no response until you get to it, which is a worse first impression than a well-organized intake within the minute.

Weigh it against what it replaces — a separate scheduling tool, a separate e-signature tool, and the time currently spent on manual intake triage — rather than against zero. One missed or mishandled lead a month typically costs more than the subscription.

Those tools manage leads after they already exist. LenhardIntake is what actually talks to the visitor, qualifies them, and gets them scheduled and signed end to end — not just a CRM layer on top of manual work you're still doing. And if you already run Clio, storage connects directly into it rather than competing with it.