Client intake automation for service businesses
Turn messy client requests into a usable brief
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.
The problem
A request is not yet a 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
Turn requests into ready next steps
- 01Capture
Collect the information and files that actually matter for the first review.
- 02Structure
Turn the request into a consistent brief with clear gaps and requirements.
- 03Route
Prepare the next action: a task, estimate draft, follow-up, or handoff.
Good fit
Built for teams that sell and deliver services
- 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, not a full CRM migration
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 how a client reaches you today
Share an anonymized request, the questions you always need answered, and the next step that should happen automatically.
Request intake automation