Secure new clients in one click
As new client inquiries come in, easily apply automations to set the intake process in motion: from scheduling appointments and collecting client information using intake forms, to sending emails and more.
Work the way you want without the complexity
Start with pre-built templates for automated intake workflows that can be customized to your firm’s unique processes.
Maintain oversight over your growing business
See where each incoming client is in your pipeline in real-time, and what automated tasks are in process and upcoming.
Skip delays in your intake process
When incoming clients complete a task, next steps trigger automatically so they aren’t left waiting.
Create, schedule, and send automated-yet-personalized client communications
Use unlimited email templates, timed-delivery email scheduling, and automated text reminders to keep potential clients in the loop.