Client intake automation for service businesses

Turn client requests into clear briefs

Capture the details you need, structure the request, and make the next step clear without asking the same questions in every email, form, and message thread.

Map your client intake See the first workflow

For service businesses From $100 First version in 7 days

The problem

A request needs a clear brief

New clients arrive with incomplete details, missing attachments, and conversations split across forms, email, and messages. Your team then repeats questions and manually turns the request into something actionable.

A narrow intake workflow gives every request a clearer path before work begins.

A focused first workflow

From request to next step

01
Capture
Collect the information and files that actually matter for the first review.
02
Structure
Turn the request into a consistent brief with clear gaps and requirements.
03
Route
Prepare the next action: a task, estimate draft, follow-up, or handoff.

Good fit

Built for service teams

Agencies and studios collecting project requests.
Consultants qualifying work before a call or proposal.
Freelancers turning rough inquiries into a useful brief.
Local service businesses standardizing first contact.
Small teams that need a clearer handoff after a lead arrives.

Scope honestly

Start with intake

The first sprint focuses on one intake path. A full CRM migration, complex sales sequences, or extensive integrations need separate scope.

Do not send regulated, confidential, medical, legal, or sensitive client data in the first request. We agree on handling before work starts.

Start with one real request

Show us one real request

Share an anonymized request, the questions you always need answered, and the next step that should happen automatically.

If the form fails, email [email protected] directly.