Client Intake & File Collection Portal
A branded portal to collect information and required files.
Replace email attachments and follow-ups with a client-facing portal. Collect structured intake data, required files, and keep status visible for both sides.
Branded intake
A clean intake page that matches your company and sets expectations.
File collection
Uploads with less chasing and fewer missing attachments.
Status tracking
Keep the intake moving with visibility, not email chains.
Best for
- Consultants collecting onboarding details
- Service businesses that need repeatable intake
- Property-related companies handling client documents
- Professional services with recurring file requests
Delivery and pricing
• Delivery: typically 2 to 4 weeks
• Pricing: $2,000 one-time setup (fixed scope)
• Optional: $60/month hosting
What’s included
Branded intake page
A simple client experience with clear instructions and required steps.
Custom form fields
Collect structured data specific to your workflow and deliverables.
File uploads
Clients upload required documents without messy email threads.
Admin dashboard + exports
Track status, manage submissions, and export CSV when needed.
Want a quick estimate?
Email what you collect today and what files you usually request.