Client intake and documents
Intake done before the client walks in.
Clipboards, retyped forms and chasing clients for missing documents eat hours every week. We set up intake forms clients fill in before the visit or the start of the job, and reminders that collect what is missing, so your team starts with a complete file.
What you get
What we set up for you.
Forms before the visit
Clients fill in their details on a phone before they arrive.
Nothing retyped
Answers go straight into the software you use, entered once.
Missing items chased
Reminders ask for missing documents or signatures until they arrive.
Complete files
Your team can see what is in and what is still missing, in one place.
Is it a fit
Who this is for.
Not sure which side you are on? Ask, and we will tell you straight.
A good fit
- Practices, firms and service businesses with paperwork before every new client.
- Front desks retyping paper forms into software.
Not the right fit
- Businesses with no forms or documents before the work starts.
How it works
Priced to your scope, agreed in writing.
You get a written quote with a fixed price before any work starts. You own everything we build.
- 1
We list what you collect
Every form, document and signature you need before a first visit.
- 2
We move it online
Forms clients fill in on a phone, with answers going straight into your software.
- 3
Missing items get chased
Reminders ask for what is missing, and your team sees which files are complete.
Keep reading
Common questions
Questions owners ask about client intake and documents.
How much does it cost?
It is priced to your scope. After a short conversation we send a written quote with a fixed price, so you know the cost before any work starts. Any ongoing software fees are set out up front.
Is client information kept private?
We design around privacy from the start: collect only what each step needs, keep sensitive details out of tools that should not hold them, and use vendors that sign the agreements your field requires. Your compliance stays yours to confirm with your own advisor.
Tell us what you want fixed.
A short conversation is enough to see whether this is worth doing for your business. You get a straight answer from the person who would do the work.