Collect everything you need from a new client in one guided flow: scope, goals, stakeholders, budget, and timeline — then auto-create their folders.

Key Features

• Guided intake capturing scope, goals, background, stakeholders, budget range, and timeline

• Clients save progress and submit when ready; several people at one company can contribute

• Internal review queue with status filters, mark-as-reviewed, and internal kickoff notes

What you can customize

• Branding, colors, and your own domain

• Fields, sections, and the steps clients see

• Automations, reminders, and notifications

• Access and permissions per client or team

Perfect for

Accounting, Legal, Consulting, and Marketing firms running onboarding workflows.