Purpose-built for agencies & law firms
Client intake that moves
at the speed of your team
Structured discovery forms, admin triage dashboards, and multi-workspace management — replace scattered spreadsheets with one premium intake platform.
<1d
Average triage time
100%
Audit-ready trail
0
Spreadsheet hand-offs
Everything you need
One platform, zero complexity
Replace disconnected tools with a single system that handles intake from first touch to project handoff.
Structured Discovery
Branded intake forms that capture the right signals — not everything at once.
Admin Command Centre
One dashboard for status, assignment, reminders, and export.
Guardrails Built In
Security headers, lockout protection, and a full audit trail by default.
Multi-Workspace
Manage multiple teams or brands with isolated settings and permissions.
Ready to streamline your intake?
Built for agencies that treat the first client touchpoint as a competitive advantage.