Pricing built for intake operations
Replace scattered email, manual document requests, and inconsistent submissions with intake infrastructure your team can run every day.
CasePigeon helps firms reduce intake delays, repetitive client requests, and incomplete first-pass files by giving teams one defined intake workflow.
Pricing scales based on firm size and rollout needs.
Intake operations for modern PI firms.
Includes up to 5 team members and 15 GB secure storage · designed for independent firms
Run intake through one system—branded portals, defined requirements, and intake status your team can act on. Works alongside your existing case management workflow.
- Secure intake portals for every matter type
- Branded intake links and client-facing portals
- Dynamic forms and secure document collection
- Automated client reminders
- Customizable email templates
- Activity history for audit and accountability
Standardized intake operations across offices and practice groups.
Custom pricing
Volume-based · phased rollouts · built for operational scale
For firms running multiple offices or high intake volume. Standardize how work comes in, centralize configuration, and gain visibility—without replacing the systems your team already uses.
- Standardized intake workflows across every office
- Centralized templates, forms, and configuration
- Cross-team visibility into submissions and progress
- Operational consistency without system replacement
- Volume-based pricing aligned to rollout scope
- Priority support for implementation and operations
Multi-office firms typically start with a focused pilot—then expand intake standards across teams.