Intaker · AI-native intake & follow-up
Turn messy intake into structured workflows.
Drop in your website, forms, documents, and business knowledge. Intaker generates a smart intake experience, collects the right files, follows up automatically, and routes complete requests into your CRM and systems.
A real intake — imported, published, followed up, and routed.
How it works
Fragmented intake, made whole — in four moves
Import business context
Point Intaker at your website, an existing form, PDFs, checklists, or pasted notes. It reads what you already use.
Review the AI-generated draft
See the services, fields, required documents, and follow-up rules it inferred — with source and confidence. Edit before anything goes live.
Publish the intake experience
A branded hosted link or an embed on your site. One relevant question at a time, mobile upload, save & resume.
Route completed requests
Complete, verified requests flow into Google Sheets, email, a webhook, or your CRM — no re-keying.
The product
Everything a request needs to move forward
Drop in what you already use
Your forms go in. A working intake comes out.
No blank page. Intaker reads your existing forms and notes, proposes the fields and required documents, and hands you an editable draft you publish.
The pathway
You see the whole process, left to right
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.
Entry
Link, embed, referral, or email
Discovery
Only the questions that apply
Documents
Upload, classify, extract
Review
Missing & uncertain checks
Follow-up
Remind until it arrives
Outcome
Routed into your systems
Plans
One subscription — intake, documents, and follow-up
Every Intaker plan includes correspondence support — text, email, and follow-up handled, not just documents.
Basic
Structured intake, in one place.
- Conversational & form-based intake
- Document collection and PDF generation
- Missing-information detection
- Email follow-up and reminders
- Correspondence support included
Pro
The follow-up runs itself.
- Everything in Basic
- Bilingual / multilingual intake
- Text + email follow-up from your number
- Field and document verification
- Live request status updates to clients
Premium
Intake wired into your systems.
- Everything in Pro
- Custom intake rules & higher volume
- Handoff into your AMS / CRM
- Multiple intake flows and locations
- Priority correspondence support