Stop cleaning up client screenshots and blurry document photos.
IntakeClean gives clients one private upload link. Their documents arrive labeled, checked for quality, and packaged as a clean PDF or organized folder — ready for your case file.
- No account needed for clients
- HEIC and screenshot friendly
- Quality checks before review
Uploaded
Processing
Quality check
Ready for review
The problem
Client documents arrive as a chaotic mess.
Photos taken at angles, screenshots of screenshots, HEIC files Outlook refuses to open, and emails with twelve attachments. Paralegals spend hours just untangling intake before real work begins.
How it works
One link in. A clean packet out.
A guided client portal collects what's needed, runs every file through automated cleanup, and your team only sees what genuinely needs attention.
Send a private link
Email or SMS the client a checklist tailored to the matter — no logins required.
Auto-clean uploads
Rotate, deskew, convert HEIC, generate thumbnails, count pages, flag screenshots.
Quality + classification
AI checks for blur, glare, cut-off edges, and labels each document.
Export clean packet
Download a PDF packet, organized ZIP folder, and a missing-docs report.
Under the hood
A pipeline that knows when to stop.
Most document AI charges per page on every input. IntakeClean charges $0 on the easy 90% and only escalates to a paid AI provider when local rules can't decide — and never if your firm has it disabled.
The pipeline
Cost-aware AI escalation, layer by layer
Every uploaded document moves through deterministic stages first. We only escalate to a paid AI provider when local rules can't decide — and never if the firm has it disabled.
passport.heicWorking…Layer 1 · Preprocess
HEIC → JPEG, deskew, exposure, orientation
Layer 2 · Local OCR
Tesseract on the application server
Layer 3 · Rule-based
Document type + quality score + reason codes
Layer 4 · AI escalation
Optional, only when confidence < threshold
Tenant-configurable
Each firm sets its own provider, escalation threshold, and document vocabulary.
Threshold-gated
Layer 4 fires only when confidence is below the firm's threshold — never by default.
Mock-mode parity
Every external integration has an in-process mock so you can demo with zero subprocessors.
By the numbers
What firms get back, on day one.
0.0 hrs
Saved per matter
vs. manual cleanup, based on a 25-document immigration packet
0%
Auto-classified
across 18 supported document types
0 logins
Required from clients
One private upload link, no portal accounts
$0
Per month, all in
Starter plan, cancel any time
Built for
Small firms drowning in client intake.
If your team is two paralegals and one attorney handling immigration, family law, personal injury, probate, or real estate matters — this is for you.
What you get
Three deliverables, every matter.
Stop reassembling deliverables by hand. Click between the formats below to see what your team actually exports at the end of every intake.
Cover page
Garcia v. USCIS — Immigration packet
Prepared by Garcia Immigration Law · 2026-05-04
- 1. Government ID — passport
- 2. Marriage certificate
- 3. Birth certificate (translated)
- 4. Bank statements (Mar 2026)
Clean PDF packet
Cover page, page numbers, dividers per document type, all processed images and PDFs combined.
Organized ZIP folder
Named folders like '01 Government ID' with files renamed LastName_DocType_YYYY-MM-DD.pdf.
Missing documents report
Plain-English summary of items still needed and why earlier uploads need a retake.
Pricing
Start small. Grow with the firm.
Every plan includes the full cleanup pipeline — only matter and storage caps differ.
Up to 3 active matters · 5 GB storage
- 3 active matters
- 5 GB document storage
- Email upload links
- Standard quality checks
Up to 15 active matters · 25 GB storage
- 15 active matters
- 25 GB document storage
- Email + SMS upload links
- Custom checklist templates
- Priority quality processing
Up to 50 active matters · 100 GB storage
- 50 active matters
- 100 GB document storage
- Multiple staff seats
- Advanced audit logs
- Priority support