Intaker vs LOIS for Meetings

The Intaker mobile app lets you manage leads in real time, so you never miss an opportunity. Running a law firm or service business doesn’t stop when you leave your desk. Calls come in after hours, leads send texts during lunch, and prospects reach out at unpredictable times. The Intaker mobile app makes sure you never miss those opportunities. With the Intaker app on your phone, you can: Respond instantly to new chats and texts Get real-time push notifications for every new lead Send e-sign requests, assign tasks, and update lead pipelines Keep your team in sync, even when you’re on the move ‍ Whether you’re in court, at a job site, or between client meetings, the Intaker app helps you stay connected and responsive without being tied to your computer. Intaker Mobile is a companion tool for existing Intaker customers with an active account. Not yet a customer? Visit our website at Intaker.com.

Every client conversation is a legal record in the making. LOIS for Meetings ensures nothing gets lost. Hit record and stay fully present, while LOIS transcribes every word, generates a precise AI-powered summary, and suggests next steps. Most tools stop at the transcript. LOIS for Meetings goes further. It analyzes your conversation, identifies action items, and suggests tasks and notes you can push directly into Filevine with a single tap. Review, approve, publish, and it’s live in your case file. No context-switching, no copy-pasting, no dropped follow-ups. Prefer pen and paper in the room? LOIS for Meetings integrates with the Filevine Smart Pen. Your handwritten notes are automatically tied to the meeting record. When the meeting wraps, everything goes to Filevine together: the full transcript, the AI summary, and your handwritten notes, all connected to the right case. In legal practice, the details matter and follow-through is everything. LOIS for Meetings closes the gap between your conversations and your caseload. Stop leaving meetings with a mental to-do list: let LOIS handle it.