Client Intake Assistant / Coming soon
Stop chasing clients for the information you need.
Collect answers, documents and approvals. Keep track of what is still missing, even when it arrives in fragments.
Why it matters
The project is agreed, but the files, answers and approvals arrive one at a time. Work stalls while you check old messages and ask again for the missing pieces.
Agencies, freelancers and service businesses onboarding clients
How it works
Turn the information needed for client work into a structured request. Track answers, files and clarifications, then review and approve the final brief.
The workflow
- 01
Create a client information request
- 02
Share it and collect answers and files
- 03
Review and clarify missing details
- 04
Approve the final brief and access the original files.
Preview
A practical example.
What information are we still waiting for from Acme?
The project goals are recorded. The logo file and final copy are still outstanding. The supplied images need your review. Would you like to prepare a reminder?