Client Intake
Most first meetings start at step one: who are you and what do you need? Client Intake gets that out of the way on the call (the reason, the specifics for your kind of work, the forms and documents) so you walk in already knowing the story.
How it works.
Asks what your work actually needs
Not a generic name-and-number, but the questions that matter for you: a legal matter’s parties and urgency, a tax client’s entity and services, a consult’s reason for the visit.
Collects the paperwork too
When a job needs documents (an intake form, a prior return, an ID) it texts a secure link and gathers them before the appointment, so nobody opens the meeting hunting for a PDF.
Asks for the right things, not the risky ones
It draws out what your work actually needs and steers clients off oversharing: no Social Security or card numbers over text. Anything sensitive goes through the secure link, never a thread. The right information, gathered safely.
Hands you one clean file
Everything lands on the call record as a single tidy intake the right person reads before they meet the client. (Need photos and a parts-ready field brief instead? That’s Job Briefs, included from Basic up.)
Included, not an extra.
Unlike the premium add-ons, this one isn't à la carte. It ships with every plan from Basic up, at no extra charge: part of what your receptionist already does, with nothing new to switch on.
Already in your plan.
Client Intake ships free from the Basic plan up, with nothing to bolt on and nothing extra to pay. Start the receptionist and it’s already working.
See plans and pricing