How intake works
You can request client information before sending an engagement letter.
From the client record, send an intake form so the client can provide their details securely.
After the client submits
Once submitted, the intake data is stored in the client record and the pipeline updates to reflect completion.
This gives your firm structured information before the engagement stage begins.
Why use intake first
Intake helps firms gather the right details early, reduce back-and-forth, and prepare a more accurate engagement letter.