Client intake for grant-writing consultants
Create reusable intake checklists, collect client answers and files, review submissions, request corrections, and see exactly what is still outstanding — all in one place.
Collect it. Review it. Close the gaps.
Build a reusable template of questions and document requirements for your engagements.
Send a secure invitation. Clients answer questions and upload files at their own pace.
Approve, request corrections with a clear reason, or mark items not applicable.
When gaps are closed, export an organized package grouped by section.
Client files are stored in private, access-controlled storage. Each intake is scoped to the client organization it belongs to — clients see only their own information. Uploaded documents and answers are not sent to any AI provider.
Build your first checklist and invite a client in minutes.