Secure client requests without the email chase
Intake gives firms one secure portal to collect documents, answers, approvals, and signatures without making clients create an account. Your team gets 120 reusable templates for workflows across 12 industries, structured review, password or OTP access, encrypted uploads, and one audit-ready request record. Reeve adds AI help for drafting, metadata-based submission review, and completion summaries where supported.
No comments yet. Be the first!
Real conversations about Intake on X
Post on X
