The first thing your client sees should be a portal, not five emails.
Send one secure link. Your client returns forms, files, and messages before your first call.
No credit card · Personal onboarding · Shape the product
Stop chasing. Start onboarding.
Three ways IntakeKit replaces the back-and-forth with one smooth client experience.
Five emails. Three threads. Zero clarity.
Every new client means a new email chain — scattered attachments, wrong formats, forgotten replies. You spend more time chasing than creating.
Clients ghost. Deadlines slip. You follow up.
You send polite reminders that get ignored. Projects stall for weeks waiting on one file. Every delay costs you money and momentum.
Who's sent what? You have no idea.
Juggling 10 clients across email, Dropbox, and WhatsApp. You can't tell who's complete, who's overdue, or what's missing without digging through threads.
Send the link. Get back forms and files.
Three steps from "got a new client" to "ready to start work" — with no email chain in between.
Free during beta
While we're in beta, everything is free. When we launch paid plans, early beta users get grandfathered pricing — whatever plan you're on when beta ends, you keep at a significant discount. Forever.
- Unlimited projects & clients
- AI form generation
- E-signatures & payments
- SMS reminders
- Custom domains
- Personal onboarding call
We haven't set final pricing yet. Beta users help us decide what's fair based on real usage. Whatever we land on, you'll get a locked-in discount for being an early supporter.
Frequently asked questions
No. Clients access their portal through a secure link. No passwords, no signup — they just open the link and complete what you've asked.
During beta, everything is free — no credit card required. When we launch paid plans, there will always be a generous free tier. Early beta users get grandfathered pricing locked in at a significant discount, forever.
On the Pro plan, yes. Your logo, your colors, your fonts — the portal looks like it's yours. Clients see your brand, never ours.
Same core job — collecting client documents — but with AI form generation, built-in messaging, conditional logic, and a free tier. Content Snare starts at $35/mo; our Pro plan is $39/mo with more features.
You'll get a notification before you hit the limit. Your existing data is never deleted. You can upgrade anytime to keep adding projects or clients.
Yes. You can export all client data, submissions, and files at any time. Your data is yours.
Yes. The drag-and-drop form builder lets you add text fields, file uploads, checkboxes, dates, and more. Conditional logic shows or hides fields based on previous answers. Multi-page forms break long forms into steps.
All data is encrypted at rest (AES-256) and in transit (TLS). We use Supabase with Row-Level Security so each organization can only access their own data. Files are stored with signed URLs that expire.
You can start fresh in minutes. Import your client list via CSV, and you're ready to go.
Built by someone who gets it
I'm Mohammed, a solo developer in Melbourne. I've spent months talking to agency owners about their client intake pain. IntakeKit is the result — and it's in beta because I want to build it with you, not for you.
When you join the beta, you get my personal attention. Feature requests, bugs, onboarding — I handle it directly. No support tickets. No chatbots.
Your next client onboarding can be this simple
One link. One portal. Everything collected in one place. Join the beta — no credit card, no sales call, just a better way to onboard clients.
Join the Beta — It's Free