Run my first intake free →
◆ intakekit
INDEX·01 / The Build
Shipped May 2026 · 6 weeks · 1 person

I built the AI intake system
small firms pay $300/mo for.
Free. Open source. Live below.

430+ small-firm operators on Reddit — lawyers, consultants, designers, accountants — said they waste 20 minutes per lead on admin. So I built the fix: a hosted, multi-tenant SaaS that screens leads with AI, books qualified prospects, and pings your team in 30 seconds. Then I open-sourced it.

3 free intakes · no card · self-host free forever · or $49/mo hosted

6
weeks to ship
11K
lines of code
430
Reddit upvotes
$0
your cost
INDEX·02 / Origin

430 upvotes asked for this.
So I built it.

In April 2026 a thread on r/AI_Agents hit 230 upvotes asking for exactly this — an AI that screens inbound leads for small services firms. A follow-up a week later pulled 105 more. Lawyers, consultants, designers — all describing the same six-step manual relay (read · qualify · re-type · reply · ping · chase) eating 20 minutes per lead.

"This is exactly my life. I'd pay $50/mo to never touch a tire-kicker again."— top comment, r/AI_Agents

I spent the next six weeks building it. A real SaaS — not a demo. Multi-tenant auth, per-workspace sending domains, Cal.com webhooks, AI classifier with vertical-specific prompts, an inbox with override + notes + follow-up drafting. Then I open-sourced the whole thing and made the hosted version $49/mo.

This page is the receipt.

INDEX·03 / The Pain

Six steps. Every lead. Forever — unless someone breaks the loop.

  1. 01
    READ
    Skim the inquiry. Is this real?
  2. 02
    QUALIFY
    Real client, tire-kicker, or wrong fit?
  3. 03
    RE-TYPE
    Copy their info into HubSpot. Again.
  4. 04
    REPLY
    Write the same 'pick a time' email.
  5. 05
    PING
    Slack the right partner. Hope they see it.
  6. 06
    CHASE
    They go quiet on day three. You re-send.
INDEX·04 / The Fix

One form. AI in the middle. Done in 30 seconds.

No new CRM to learn. No "AI agent" you babysit. A deterministic workflow with AI doing one job: deciding if this lead is real.

form submit │ ├──→ ◆ AI classifies → qualified | unqualified | wrong-fit | spam │ ├──→ ◆ qualified ──┬──→ branded email w/ Cal.com link │ ├──→ POST to your CRM webhook │ └──→ Slack ping │ └──→ ◆ rest ───────→ inbox flagged for review
Classifier pre-tuned for:lawaccountingconsultingdesignother (extensible)
  • Form to inbox in 30s

    Custom fields, your branding, your domain. Embeds anywhere.

  • One-line AI verdict, not a black box

    "Qualified — mentions $40K budget and a deadline." You see the reasoning. You can override.

  • Routes itself

    Qualified leads get a Cal.com email. Your CRM gets a JSON POST. Your partner gets a Slack ping.

  • Works with what you already use

    HubSpot, Pipedrive, Notion, Airtable, raw webhook. If it accepts JSON, you're done.

  • Boring on purpose

    No agent loops. No tool-calling chains. A workflow you can read top to bottom in one screen.

  • Self-host or hosted

    Fork it on GitHub and run it on your own Vercel + Supabase. Or use the hosted version for $49/mo.

INDEX·05 / What You'd Pay For Elsewhere

Everything small firms
buy separately.
One open-source app.

  • Branded intake form builder
    Typeform Business
    $83/mo
  • AI lead classifier with vertical prompts
    Custom GPT + dev time
    $200/mo
  • Cal.com / Calendly booking link in email
    Calendly Team
    $16/mo
  • Generic CRM webhook (HubSpot, Pipedrive, etc.)
    Zapier Professional
    $49/mo
  • Slack ping on qualified lead
    Zapier
    (bundled)
  • Multi-tenant SaaS dashboard with auth
    Auth0 + dev time
    $240/mo
  • Per-workspace sending domain (DKIM/SPF)
    Resend / Postmark
    $15/mo
  • Inbox + override + AI training feedback loop
    Build it yourself
  • Total commercial equivalent
    across 6 tools + dev time
    ~$600/mo
  • Your cost — self-host
    MIT-style license, fork on GitHub
    $0
  • Your cost — hosted
    I run the infra, you click a link
    $49/mo
INDEX·06 / vs. The Incumbents

Same outcome. Different math.

Lawmatics, HubSpot, Honeybook — all great products. They're also six figures of VC and a six-week sales cycle. This is the lean version.

 intakekitLawmaticsHubSpot FormsDIY stack
Monthly cost$0 / $49$299+$20-450+~$150
Setup time10 min1 week1 day1 weekend
Open sourceYesNoNoMixed
AI lead classifierYes (5 verticals)Add-onLimited betaDIY
Self-hostableYesNoNoPartial
Locks you to their ecosystemNoMostly legalYes (HubSpot CRM)No
Annual contract requiredNoOftenTier-dependentNo
Built for solo / small firmsYesOptimized for 10+Generic / horizontalWhoever sets it up

◆ Pricing accurate Q2 2026 · vendor sites linked in the README.

INDEX·07 / Use It
Three paths · pick one

Try it. Fork it. Or have me build yours.

01 / Quickest

Try the hosted demo

Sign up with email. 3 intakes free, no card. Hosted on my infra at $49/mo if you keep using it.

Start free →
02 / Builder path

Fork on GitHub

Clone the repo, plug in your Supabase + Anthropic keys, deploy to Vercel. Live in 10 minutes. Free forever.

See the repo →
03 / Hire path

Have me build yours

Need a custom variant — different vertical, different integrations, different design? I build apps like this on request.

Email me →

◆ No annual contract. No sales call. No "are you sure" cancel funnel. If the hosted version breaks, file a GitHub issue — I personally fix it.

INDEX·08 / Builder

Built by one person. As a portfolio piece.

I'm a solo builder. I find requests on Reddit, Twitter, and IndieHackers — real problems people are asking strangers to solve — and I ship the answer. Some of those answers turn into real products. Most stay as portfolio pieces. Intakekit is one of the bigger ones.

If you want something similar built — a real shipping product, not a demo — for your vertical, your team, or yourself, I take a small number of these per quarter.