Intake automates the full client intake workflow — smart forms, document collection, contract generation, and scheduling. From first contact to first meeting, without touching a spreadsheet.
Client onboarding
Sarah Chen — New Client
Smart Intake Form
✓ Complete
Document Collection
✓ Complete
Contract Generation
Drafting engagement letter…
Client File Creation
Awaiting e-signature
First Appointment
Scheduling link queued
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How it works
A tailored questionnaire collects exactly what you need — no back-and-forth emails.
Automated requests pull precisely the documents needed for the engagement.
Engagement letters drafted and sent for e-signature automatically.
Structured folder, CRM record, and matter file created in seconds.
Scheduling link sent once all paperwork is complete and verified.
A tailored questionnaire collects exactly what you need — no back-and-forth emails.
Automated requests pull precisely the documents needed for the engagement.
Engagement letters drafted and sent for e-signature automatically.
Structured folder, CRM record, and matter file created in seconds.
Scheduling link sent once all paperwork is complete and verified.
Why Intake
The average professional spends 2–4 hours on manual intake for each new client. Intake eliminates it entirely — automatically.
Automated completeness checks verify every form, ID, and signature before you spend a single minute on the file.
Clients see a branded, polished onboarding portal — not a chaotic email thread of attachments and follow-up requests.
Onboard 10x the clients with the same team. Intake handles the operational layer so you never become the bottleneck.
Start your subscription and put a professional, fully automated onboarding flow in front of new clients today.
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