🚀 Founding Member Offer — First month for $35 (normally $99). Limited to first 20 customers.
$35today, then $99/mo
Lock in your rate today — price goes up once spots are filled.
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.
Prefer to buy now? Use the founding-member checkout. Otherwise, join the email list and we’ll reach out when the next spots open.
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.
Leave your email if you want launch updates first, or skip the line and start your subscription today.
Claim founding offer — $35 first monthFounding member rate for the first 20 customers. Then $99/month, billed monthly via Stripe. Cancel anytime.