Client intake
Complete on day one.
A new customer hears different questions depending on who picked up, and a required detail comes back missing.
Today
A PDF in a mailbox, or a file someone has checked.
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By hand
The missing field.
The questions depend on who picked up. A form comes back half filled, and the desk notices the gap when the customer is already in the chair or on the schedule.
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With the system
The questions, then a review.
The customer answers what you wrote. Required fields stay required. The file waits in a list until the person who opens files has looked at it.
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Status
Built to order.
We write the questions with the person who runs that desk. There is no generic packet we drop on a law firm, a clinic, and a shop and call finished.
Example
What the customer can receive when the file is in.
We have your answers. Someone on the desk will read the file before we treat it as opened. This note is not advice about your matter.
How it runs
Answers in. A person files.
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The questions.
The list you and the desk wrote, with the fields you marked as required. A later reminder can ask only for a field that is still empty.
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The draft file.
The answers land together, on the day they arrive, in the shape the desk asked for. Nothing is filed as complete before a person has read it.
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The review.
The person you named opens the file, sends it back for a missing fact, or accepts it. That read is the moment the file counts as opened.
Approval
The receipt can leave.
A short receipt that the answers are in, using lines you settled ahead of time, can go out after the checks. The file itself waits for staff. Legal, medical, or tax advice, a price, a promised date, a discount, or a new claim about the outcome waits until the person allowed to approve it writes that message. If the matter is one you should decline, the form is the wrong tool.
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The receipt.
We have your answers, and someone on staff will read them. That sentence does not accept the work and does not give advice.
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The filing decision.
Accepting the client, quoting a fee, promising a date, or saying what the outcome will be. The person who opens files makes that call.
Who it is for
Anyone who opens a file, with the questions that desk actually asks.
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Law firms.
A firm can use this without a law-firm page on our site. The questions are the ones the firm wrote. The form does not give legal advice.
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Clinics and other desks.
A vet desk, a dental coordinator, or a shop that opens a customer file can use the same shape. Vet and dental is the clinical desk. The wording is still theirs.
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Reminders come later.
Appointment reminders are for a visit already on the book. Intake is the file that comes first.
The list
You can see what was opened and what waited.
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Arrived.
Files whose answers came in, with the date, before anyone has accepted them.
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Waiting on staff.
Files a person still has to read. They are not treated as opened.
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Sent back.
Files returned because a required fact was missing, so the customer can fill that field without starting over.
Questions
Before a new file files itself.
Can a law firm use this without a law-firm page on the site?
Yes. The questions come from the firm. There is no separate law page, and the form does not give legal advice or decide whether to take the matter.
Does the form give legal, medical, or tax advice?
No. It collects the answers you asked for and tells the customer that a person will read them. Advice, a fee, and a promised date wait for staff.
What does document automation mean here?
The answers land in the file shape you specified, with required fields still required. It does not draft a contract, a diagnosis, or a brief unless that draft is a separate job you approve one document at a time.
Who has to review the file?
The person you named. Until they have read it, the file is waiting. A full set of answers is not the same as accepting the client.
Is this the same thing as patient intake software?
It can ask a patient the questions the practice wrote, and it still holds the file for staff. It is not a clinical record system, and it does not replace the software the practice already charts in.
The first file
Tell us how a new client gets opened.
The questions, the required fields, and who reads the file. That is enough for us to say whether intake is the first system.