Answers get checked as they type, documents get read the moment they arrive, and follow-ups go out in your name until nothing is missing. That is roughly 20 minutes and four touchpoints back on every lead, with the finished request already in your CRM.
A real intake — imported, published, followed up, and routed.
Total time on lead
Your current process: —
Your Salient Solution: —
Touchpoints
—
—
Your time spent
—
—
20 minutes and 4 touchpoints back, on one lead. Multiply by the ones you handled this week.
Description of business *
Open-ended
No more: a box that needed a paragraph comes back with one word, and you call them to find out what they meant.
Instead: it drafts the fuller answer out of what they already told you, and they edit it and confirm it is right — while they are still on the form.
No more: every answer is treated the same, whether it tells you something or nothing.
Instead: you say once, in your own words, what a good answer looks like — and thin ones get asked again before they ever reach your desk.
No more: an off-the-shelf form that asks what some other business needed to know.
Instead: every question, document, and rule your work actually depends on — set up once, in your words, and changed whenever the work changes.
No more: a photo lands in your inbox, and three days later you open it to find the page you needed is missing.
Instead: it is read on arrival, and they are asked for the right one while they still have their phone in their hand.
No more: you write the reminder emails yourself, and keep a list of who still owes you what.
Instead: it nudges on the schedule you set, in your name, and stops the second the missing piece arrives.
No more: finished answers get copied into your CRM by hand, one field at a time.
Instead: a completed request shows up as a record in the tools you already pay for, the moment it is done.
No more: a good client goes elsewhere because your form only spoke English.
Instead: they answer in the language they think in, and it reaches you as one clean record in yours.
$ $ $
More closed deals, sooner.
Not a new app to migrate to. Your existing stack, finally finishing the job.
Intake organizes into stages — from first contact to a completed, routed request. Every request you receive moves along it, and you always know where it is.
Link, embed, referral, or email
Only the questions that apply
Upload, classify, extract
Missing & uncertain checks
Remind until it arrives
Routed into your systems
Every intAIker plan includes correspondence support — text, email, and follow-up handled, not just documents.
Structured intake, in one place.
The follow-up runs itself.
Intake wired into your systems.
