Built for the back-and-forth problem
We built IntakeKit because coordination cost is not "just how work is." It is a solvable workflow problem.
The problem we kept seeing
Service businesses live in email. That works for quick questions — but it breaks down when you need structured intake: the right PDFs, signatures on the right version, and answers in a consistent format.
Threads fork, attachments get stripped, and nobody has a single view of what is still missing. The coordination cost adds up fast.
What IntakeKit is designed to do
At the center is a branded client portal per project. You configure forms, file requests, e-signatures, and (when you need them) payments and messages. Your client opens one secure link, sees a checklist, and works through it on their own time — including on mobile.
On your side, you see live progress: what is submitted, what is pending, and who might need a reminder. Fewer "just checking in" emails. More clarity — especially when deadlines, compliance, or multiple stakeholders are involved.
Who it is for
IntakeKit is for teams that onboard clients repeatedly: agencies, accountants, legal practices, consultants, and any firm where trust and professionalism matter as much as speed.
If your reputation depends on looking organized when you collect sensitive documents, a dedicated intake layer pays for itself in recovered hours and fewer errors.