Secure Intake
Secure Intake Portal for small firms
Collect client information, supporting documents, and internal follow-up in one secure workflow.
The problem
Intake usually lives in too many places at once.
For small professional-service firms, the first touch with a client often gets messy fast. The basics fall through the cracks.
- Contact forms are too basic
- Emails get scattered
- Clients forget documents
- Staff need better visibility
- Intake handoff is messy
What it does
One workflow, from first contact to follow-up.
Public intake form
A clean, structured entry point for new clients.
Supporting document uploads
Clients attach what's needed, validated on the backend.
Admin dashboard
One place for staff to see and manage every intake.
Status and priority tracking
Know what's new, in review, or waiting on the client.
Internal notes
Keep staff context attached to each intake.
Upload-later client links
Send a secure link so clients can add documents later.
Attachment management
Organized files per client, easy to find and review.
Audit activity
A record of key actions for accountability.
Security-conscious design
Sensitive workflows deserve careful defaults.
Secure Intake is built with security-conscious patterns so client information and documents stay protected throughout the workflow.
- Authenticated staff access
- Private object storage
- Backend validation
- Short-lived signed download links
- Audit logs for key actions
Pilot pricing
Start small with a focused pilot.
Pilot setup
Starting at $500
A focused build scoped to your intake workflow.
Ongoing support
Starting at $150/month
Maintenance, small changes, and hosting help.
Pricing may vary based on customization, hosting, and workflow requirements.
Want to see Secure Intake on your workflow?
We’ll walk through your current intake process and show how a focused portal could help.