Plain language
Plain words, not legal terms.
- You call it
- Executor or personal representative
- Your client reads
- "Do you have someone in mind to handle your estate after your death?"
For estate planning firms
Every new client, from first inquiry to deposit paid.
Clients book their consult, finish your questionnaire on a phone, e-sign the engagement letter and pay the deposit, with no account and no password at any step. An attorney approves every letter and every payment request before it goes.
A sample client books a consult on a phone, answers the questionnaire and sends it. Each step lands in the firm's matter thread: consult booked, questionnaire complete, a consult brief with two open questions, the engagement letter approved by J. Fernbeck and signed by both spouses, then the payment marked paid.
Illustration. Sample firm. Question wording is from Intara's estate planning questionnaire.
- No client passwords
- Every answer saved
- Attorney approves
- Priced per firm
Why Intara
Four tools and a lot of copying, or one path.
Today
- A fillable PDF by email
- A separate signing tool
- A payment link sent by hand
- A calendar link, then copying it all over
Intara
- Built for a phone, nothing to download
- Clients can e-sign on their phones
- Payment requested after signing
- One record for the firm
No account and no password for your client, at any step.
Inquiry and consult
New inquiries in. The consult on your calendar.
A button on your website brings inquiries into Intara. The client picks a consult time inside the questionnaire, or staff book one for a caller.
- Works with Google Calendar and Microsoft 365 business accounts.
- Clients can change the time from the link in their confirmation.
- Email reminders go out a day and two hours before.
Fernbeck Law
The questionnaire
Made for the client who is 68, and the daughter helping her.
- Family can help. The first question asks who is filling it in, and your firm sees when someone helped.
- Stop anytime. Every answer saves the moment it is given. Clients pick up from the same link.
- Reminders when they stall, so your staff don't have to chase.
Try the client sideInteractive
Fernbeck Law
Saved automatically · resume anytime from your link
Real questions from Intara's estate planning questionnaire, with some sections skipped. Fernbeck Law is a sample firm. Nothing you click is saved or sent.
Less data
Ranges, not account numbers.
- What kind
- Retirement (IRA, 401k)
- Rough size
- $250,000 to $1 million
- Account no.
- Never asked
Branching
Only the questions that apply.
Are any of your children under 18?Yes: guardianship section shownNo: skipped, Guardianship section
Brief and engagement letter
Approve the exact letter. Clients sign it on their phones.
A one-page brief before the consult, open questions flagged. After it, no letter goes out without an attorney's approval, and the approval is recorded.
- Use your firm's own engagement letter. We set it up for you.
- Each signer, one spouse or both, can e-sign on their own phone.
- Mark the matter engaged when the letter takes effect.
The gold seal marks an attorney's sign-off. Intara keeps gold for attorney sign-off and the client's consent, so it always means the same thing.
First payment
Request the first payment the moment the letter is signed.
Choose "Request the payment due on signing" and the amount comes from the signed letter. An attorney approves the request before it goes.
- Clients pay by card or bank transfer on the processor's secure page.
- Fees and costs can be requested separately.
- Reminders can follow up for you. Each firm uses its own processor account.
Intara never holds your clients' money.
Today
Your day in one screen.
What needs an attorney now, what came in, and who you are waiting on. Every letter and payment request waits in Approvals.
Sample firm
Illustration. Sample firm.
For your clients
Four touchpoints. No account and no password.
Your firm's name on every questionnaire page. Nothing to download, nothing to remember.
Book
They pick a consult time inside the questionnaire.
Illustration. Sample firm.
Answer
One question at a time, saved as they go.
Sign: the email
Each signer gets their own email from the e-signature service your firm uses.
Illustration. Sample firm.
Pay: the email
The payment email never shows an amount. They pay on the processor's page.
Illustration. Sample firm.
Got a link or payment request from a law firm? Help for clients
Security
Security you can explain to a client.
Specific controls, stated plainly. No badges, no adjectives.
2FA
Two-factor sign-in for everyone
Every attorney and staff member signs in with a second factor. No exceptions by role.
Isolation
Each firm walled off in the database
The database itself separates firm data, and automated tests check that boundary before every release.
Approval
An attorney approves letters and payment requests
Neither goes out until an attorney approves it, and the approval is recorded.
Money
Money never touches Intara
Card and bank details go only to the payments processor.
Minimal data
We ask for less
No Social Security numbers, account numbers, exact balances or medical records in our questionnaires.
AI
One AI provider, no training
A single AI provider, contractually barred from training on your clients' information.
Pricing
Pricing that doesn't count seats.
Priced per firm, not per seat.
Unlimited staff. E-signature and payment requests included.
The payments processor charges its own card, bank and account fees.
Questions
Questions firms ask.
Do clients need an account?
No. Clients use the link your firm sends. There is no account and no password for booking, the questionnaire, signing or payment.
Who holds client money?
Not Intara. Clients pay on your payments processor's secure page, into your firm's own processor account. Card and bank details never reach Intara.
Can clients e-sign their will?
No. Clients e-sign only the engagement letter. Wills, trusts and other estate documents are signed the way your firm signs them now.
Which calendars does it work with?
Google Calendar and Microsoft 365 business accounts. Clients choose a time in the questionnaire, and staff can book a time for a caller.
Can we use our own engagement letter?
Yes. Send us your letter and we set it up for you. An attorney approves each one before it goes.
Is each feature turned on per firm?
Yes. Scheduling, e-signature and payment requests are turned on for each firm. Payment requests use your firm's own processor account.
Does it replace our practice management software?
No. Intara covers the path from first inquiry to first payment. Your practice management software keeps doing its job.
Join the waitlist
Be one of the first firms on Intara.
We'll write when there is something real to share, at most once a month.