Three steps. Five minutes.
Zero chaos.
Tired of email ping-pong with every new client? Here's how IntakeKit replaces the back-and-forth with a single, polished link.
Create your project
Build the intake experience in minutes
Start a project and build the intake experience your clients actually need: drag-and-drop fields, conditional logic so you don't ask irrelevant questions, file requirements with clear formats, and templates when you repeat the same shape of work across clients.
Share the portal link
One click — your client is in
Each client gets a unique portal link — no new account, no app store download. They open it in the browser, see exactly what you requested, and complete forms and uploads in one flow. Your branding (on supported plans) keeps the experience feeling like yours.
Track and collect
See everything at a glance
Your dashboard shows what's complete, what's still open, and recent activity — no more guessing from inbox noise. When something stalls, send a reminder from the same system instead of drafting another manual chase email. Export, approve, or connect downstream tools when you're ready.
Your client onboarding,
before and after
- 5+ emails per client just to get started
- Files get lost in inbox threads
- Clients forget steps and stall
- Status tracked in spreadsheets
- Generic Google Forms feel unprofessional
- One branded portal link does it all
- Files organized by project and client
- Automatic reminders keep things moving
- Real-time dashboard with status at a glance
- Professional branded forms with conditional logic
Ready to see it in action?
Start free with no credit card required. Set up your first portal in under 5 minutes.