Refer the One Tool
Every Client Needs
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.
The First Wall Is Always Intake
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.
Documents everywhere
Files scattered across inboxes, drives, and text messages. No single source of truth to build on.
Unstructured data
Forms filled out three different ways. Nothing an agent or automation can reliably read.
Cleanup eats the engagement
Turning that mess into usable data swallows the first chunk of nearly every project you take on.
How the Partnership Works
Simple and recurring. You bring businesses that need a clean intake layer, we pay you for them.
Recommend Intake
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.
They sign up
Your client is up and running in minutes. We track that the account came from you, so you get credit without any extra paperwork.
You earn, recurring
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.
Why It's an Easy Recommendation
Recommending the wrong tool costs you trust. Intake is a safe one to put your name on.
Cheap and low-risk
$19/month, free for up to 10 clients. Your client can start without a card.
Fast to set up
It shows value inside the same engagement, not three months later.
API-first
It plays nicely with whatever else you're building around it. See the API docs.
Agent-ready
Clean, structured data your AI workflows can actually use, the moment they're collected.
Fits every client
The intake step is universal. Learn it once and it fits the next client, and the one after.
Deliberately narrow
Intake is not a CRM and won't try to own your client's whole workflow.
One tool, every kind of client
Let's Build This Together
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.