Client intake and document collection for consultants
Create reusable intake checklists, collect answers and documents, 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 so your client can get started right away.
Clients answer questions and upload files at their own pace.
Approve what's complete, or send back a clear reason for a correction.
Track what remains and export an organized package when everything is in.
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.