Build the checklist once
Pick a template and edit it, or start empty. Say which questions you ask, which documents are required, and who has to provide each one. Save it and it is your standard from then on.
Client intake software
Stop chasing clients for paperwork.
Send one link. Your client sees exactly what you need from them, uploads it, and gets told what is still missing. You review it in one place instead of thirty emails.
Free during the beta · No card needed · Set up in about ten minutes
Intaky is new. No customer logos here yet, because there are none to show. What there is: a product you can sign up for right now, use for free, and email the person who built it when something is wrong with it.
You already know how this goes
- You email a client a list of six things you need.
- Four arrive. Two of them are photographs of a screen.
- You email again. They reply asking which ones were missing.
- A week goes by. Someone forwards a version to the wrong person.
- You find the bank statement, eventually, in a thread about something else.
None of that is a filing problem. It is that the request, the files and the decision all live in different places, and only one person is holding the thread together.
Three things happen instead
Send the link
Your client works through it at their own pace, on a phone if that is what they have. Nothing is submitted until the required items are actually there, so a half-finished application never lands on your desk.
Review and decide
Accept what is right. Send back what is not, with a note saying why. The client only sees the items you flagged, fixes those, and returns it.
The parts that usually go wrong
A company is not one person
Most business applications need things from several people: the director, the beneficial owner, the person who actually has the bank letter. Invite them individually. Each one gets their own section and sees nothing else, and you can tell at a glance who has not started.
Sending something back should not reset everything
When you reject two items out of nine, the other seven stay accepted and locked. Your client opens the portal and finds exactly two things to fix. They cannot quietly change the answers you already approved.
Every decision has a name and a time on it
Who accepted the passport, when, and what they wrote about it. The trail is the point, not a by-product — it is what you reach for when a file is questioned a year later.
It ends somewhere useful
Export a finished case as a PDF summary with its documents attached, or have a webhook push it straight into whatever you already run. Intaky does not need to be the last stop.
Client intake software for accountants, law firms and recruiters
Built around a few kinds of work in particular, because they share the same shape: a fixed list of documents, several people supplying them, and a decision at the end.
Accounting & tax
Onboarding a new client, or the same twelve documents from the same forty clients every January. Reusable checklists mean you set it up once and send it every year.
Client onboarding for accountants →Legal & professional services
Identity checks, engagement paperwork, evidence from a client who is not enjoying the process. The audit trail matters here more than the time saved.
Client intake for law firms →Recruitment & onboarding
Right-to-work documents, references, qualifications. Usually against a start date, which is what makes chasing them by email expensive.
Onboarding documents for recruiters →KYC, vendor and contractor onboarding get their own page, because a company is not one person. It also gets used for admissions, tenant screening, lending, insurance, grants and memberships — there is a starter template for each, and you can edit any of them.
About the documents you are handing us
A fair question to ask of a new product, so here is the specific answer rather than a badge.
- Files sit in private object storage that is never publicly addressable. Every download passes through an endpoint that checks who is asking first.
- Each workspace's data is separated at the query level, not by convention. Traffic is encrypted in transit.
- Passwords are stored as salted hashes, and any account can turn on two-step verification with an authenticator app.
- You own what is in your workspace. Close it and we delete the contents within 30 days.
No system is perfectly secure and we would rather say so. Found something? security@intaky.com.
Pricing
Free while Intaky is in beta.
No card, no trial countdown, no feature held back. Create a workspace and use it properly — that is more useful to us than a waiting list.
When paid plans start, workspace administrators get at least 30 days' notice by email, and you can close the workspace and take your data instead. We are not going to surprise anyone with an invoice.
Contact usIf the standard product does not fit
Two other ways this works. We can build the process around how your intake actually runs, rather than bending it to a generic form. And where the data cannot sit on shared infrastructure — a regulator, a procurement rule, a client who insists — it can run as its own deployment in a region you pick. Tell us what you are working with.
Questions people actually ask
How does a client get in?
You send them a link. They set a password and land straight on their own checklist. Nothing to install, no app to download.
What if three people need to fill in different parts?
Invite them. Each person gets only their own sections and document requests. Whoever started the application can see how far everyone else has got, which is usually the bit people want.
Where do the files actually live?
Private object storage that is never publicly addressable. Every download goes through an endpoint that checks who is asking, so a leaked link is not a leaked passport.
Can I get the data out?
Export a case as a PDF summary with its documents, or have a webhook push it into your own system the moment it is approved.
What does it cost?
Nothing during the beta, and no card to start. Workspace administrators get at least 30 days' notice by email before that changes.
How new is this, really?
New enough that you would be an early customer, and we would rather you knew that going in. The product works and you can try the whole thing for free. What you would not get yet is a long list of reference customers.
Talk to the person who builds it
Ask what it does, describe the intake you are stuck with, or tell us what is wrong with the product. Answers come by email, written by hand, usually within a business day.
Try it on your next client.
Build one checklist, send one link, and see whether the chasing stops.
Contact usFree during the beta · No card needed