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If you help businesses modernize, the first wall is always messy intake. Intake is the clean data foundation your clients need before anything smart gets built on top. Recommend it and earn a recurring referral on every business you bring.
Different client, different industry, same starting problem. Before you can automate anything, point an AI agent at it, or report on it, the raw data has to be clean. It rarely is.
Files scattered across inboxes, drives, and text messages. No single source of truth to build on.
Forms filled out three different ways. Nothing an agent or automation can reliably read.
Turning that mess into usable data swallows the first chunk of nearly every project you take on.
Simple and recurring. You bring businesses that need a clean intake layer, we pay you for them.
When a client needs structured document, form, and signature collection, point them to Intake. It fits every industry, so the same recommendation works again and again.
Your client is up and running in minutes. We track that the account came from you, so you get credit without any extra paperwork.
Earn an ongoing referral on every business you bring, for as long as they stay. We'll work out terms that make sense for both sides.
Recommending the wrong tool costs you trust. Intake is a safe one to put your name on.
$19/month, free for up to 10 clients. Your client can start without a card.
It shows value inside the same engagement, not three months later.
It plays nicely with whatever else you're building around it. See the API docs.
Clean, structured data your AI workflows can actually use, the moment they're collected.
The intake step is universal. Learn it once and it fits the next client, and the one after.
Intake is not a CRM and won't try to own your client's whole workflow.
Tell us about the clients you work with and how you help them make the switch. We'll figure out a referral arrangement that works for both of us.
Email [email protected]Prefer to kick the tires first? Start free and run a real request.