Professional services
Intake, an AI agent for client intake
Collects a new client's documents and chases what's missing.
Without it
You chase missing receipts by email, one client at a time.
With it
It lists what's missing and drafts the chaser.
What it does
- It sends each new client the checklist for their kind of work.
- It ticks off documents as they arrive and names them your way.
- It drafts a polite chase for what's still missing.
What it reads
- Your client portal
- Gmail
- Your document checklist
Where it stops
- Waits for your yes
- Sending any reply it drafted.
- Never
- Gives a client advice or files anything with the tax office.