Stop Chasing Clients for
Documents & Info
Waivers, intake forms, signed quotes, IDs, receipts — every business collects something. Send one link. Clients fill out forms, sign PDFs, upload documents, and pay you. AI organizes everything. You control when requests close.
Set up in 2 minutes. No credit card required.
See how it works in 60 secondsFrom request to completion in under a minute — describe it to Claude, your client uploads, you get notified.
The Old Way vs. Intake
The Old Way
- Endless email threads asking for documents and info
- "Can you resend that form?"
- Printing PDFs, signing, scanning, emailing back
- Clients forget, you chase, repeat
- Files scattered across email, Dropbox, text messages
- Generic emails clients ignore
With Intake
- One link for forms, documents AND payments
- Fillable PDFs with e-signatures — no printing needed
- AI identifies document types automatically
- Preview documents in-browser without downloading
- You control when requests close — reopen anytime
- Your logo and colors on the portal and every email
Works for Any Business That Collects Client Info
Spas, gyms, auto shops, contractors, photographers, trainers — if you collect waivers, IDs, signatures, or intake forms, Intake works for you. Specialized workflows for the categories below.
Tax & Accounting
W-2s, 1099s, receipts, and tax organizers
Mortgage & Lending
Deals, parties, pay stubs, bank statements, and loan docs
Real Estate
Purchase agreements, disclosures, pre-approval letters, and IDs
Immigration
Passports, visas, and supporting documents
Bookkeeping
Receipts, invoices, and bank statements
How It Works
Three simple steps to stress-free client onboarding
Build Your Request
Create intake forms with our drag-and-drop builder. Upload fillable PDFs for clients to sign. Add a document checklist. Combine everything in a single request.
- Drag-and-drop form builder
- Fillable PDFs with e-signature fields
- Reusable form and PDF templates
- Document request checklists
Client Completes Everything
Your client receives a simple link - no account needed. They fill out forms, sign PDFs, upload documents, and see their progress. Works beautifully on any device.
- No login required for clients
- Forms and uploads in one place
- Mobile-friendly with camera capture
Everything Organized
Form responses are saved instantly. Documents are automatically classified by AI and matched to your checklist. Watch progress in real-time and get notified when everything's complete.
- Preview PDFs and images without downloading
- 95%+ document classification accuracy
- Create new checklist items from unrequested uploads
Everything You Need
Built for busy professionals who value their time
Drag & Drop Form Builder
Build custom intake forms in minutes. Text, email, phone, SSN, dropdowns - with built-in validation and conditional fields that appear based on earlier answers.
Fillable PDF Forms
Upload any PDF. Intake detects existing form fields or lets you place your own. Add signature fields. Clients fill and sign in the browser.
AI Document Classification
Upload a document, and our AI instantly identifies the type - contracts, IDs, statements, and more. No manual labeling needed.
Automated Reminders
Set it and forget it. Clients get gentle email reminders until everything is complete.
Mobile-Friendly Portal
Clients fill forms and upload documents from any device. Snap photos directly from their phone.
API & AI Agent Ready
REST API, webhooks, and native MCP server. Let Claude, GPT, or your custom agent manage the entire intake workflow programmatically.
Your Brand, Front & Center
Add your logo and brand colors. Clients see your brand on the portal and every email — not ours. Build trust from the first click.
Bank-Level Security
256-bit encryption protects your clients' sensitive documents and information in transit and at rest.
In-Browser Document Preview
Preview PDFs, images, and signed documents right in your browser. No downloading needed — review everything in one place.
Collect Client Payments
Add a retainer, deposit, or fee to any request. Clients pay right in the portal and the money lands in your Stripe account — just a 1% platform fee.
Multi-Signer Envelopes
Route one PDF to several signers in order. Everyone signs in the browser, and you get a completed document with a signing certificate.
Deal Templates
Save a whole multi-party deal — forms, PDFs, documents, and payments per party — as a template. Dispatch the next one in a click.
Your agent's intake engine
Intake isn't another AI agent. It's the platform that gives your agent the power to collect documents, build forms, get signatures, and manage multi-party deals.
MCP Native
Connect Claude, GPT, or any MCP-compatible agent. Dozens of tools to manage your entire intake workflow.
REST API + Webhooks
Build custom integrations. Get notified in real-time when clients upload, sign, or complete forms.
AI Classification
Documents are automatically identified and organized. 95%+ accuracy, zero manual labeling.
Simple, Transparent Pricing
One plan. Everything included. No surprises.
Professional
or $190/year — 2 months free
- Unlimited requests
- Unlimited clients
- Custom form builder
- Fillable PDF forms & e-signatures
- Collect client payments (1% platform fee)
- AI document classification
- In-browser document preview
- Deal & multi-party management
- Automated email reminders
- Branded client portal & emails
- Reusable templates
- REST API, webhooks & MCP server
Free for up to 10 clients. Set up in 2 minutes. No credit card.
Need more?
Custom integrations, dedicated support, volume pricing, SSO, and SLAs. Sign up for a free account and use the feedback button to tell us about your needs.
Get StartedCreate your account, then click the feedback button to apply for enterprise pricing.
Frequently Asked Questions
Got questions? We've got answers.
Our AI correctly identifies document types over 95% of the time. For the rare cases it's unsure, it flags the document for your quick review rather than guessing wrong.
No! Clients simply click the link you send them and start uploading. No account creation, no password to remember. Maximum simplicity.
Absolutely. We use 256-bit encryption for all data in transit and at rest. We never share or sell data. Documents are stored securely and you control retention policies.
Absolutely! Our drag-and-drop form builder lets you create custom intake forms with text fields, dropdowns, checkboxes, and more. Fields can show or hide conditionally based on earlier answers, and built-in validation handles common formats like SSN, EIN, phone numbers, and email addresses. Save forms as templates to reuse with every client.
Yes! Upload any PDF and Intake will detect existing form fields automatically. For PDFs without fields, use our visual editor to place text, signature, and initial fields exactly where you need them. Clients fill and sign directly in the browser — no printing, scanning, or third-party tools. The signed PDF is flattened, a Certificate of Completion (signer, IP, timestamp, signature hashes) is appended for the audit trail, and clients can download their signed copy from the portal.
Yes! Connect your Stripe account and add a retainer, deposit, or fee to any request. Clients pay by card right in the portal, and payouts go straight to your Stripe account. Intake charges a 1% platform fee per successful payment, plus Stripe's standard processing fees. Refunds are handled right from your dashboard.
Yes! You can use Intake for free with up to 10 clients. When you need to add more clients, upgrade to our Professional plan at $19/month for unlimited clients and all features.
Yes! Intake has a full REST API, webhook system, and native MCP server for AI agents. Connect to Make.com, Zapier, your CRM, or let Claude and GPT manage intake workflows directly. Webhooks fire in real-time when documents are uploaded, requests complete, and more. Full API docs are available.
Ready to Streamline Your Intake?
Stop chasing clients for documents. Set up Intake in 2 minutes and send your first request today.
Send Your First Request Free10 clients free forever. No credit card.