Live demo

See the document intake workflow your clients will actually complete.

This is not just a form. It is a guided intake flow for collecting files, project details, and missing documents in one clean client-site or hosted experience.

Try the portal below See pricing

Clear for clients

A guided flow that tells clients exactly what to upload and what is still missing.

Cleaner for your team

Files, answers, and submission status are structured from the start instead of scattered in email.

Ready for delivery

Use it on client sites or as a hosted workflow when the client needs a faster operational path.

Interactive demo

Try the intake flow directly

Complete a few steps, upload sample files if you want, and experience the portal as a client would.

Submitting…

Step 1 of 4

Step 1: Contact

First name

Last name

Phone number

Step 2: Request

Request type

Case summary

Estimated budget

Step 3: Files

Primary document

↑

Upload file

Drag a file here or browse from your device.

Accepted: .pdf

Supporting file

↑

Upload file

Drag a file here or browse from your device.

Accepted: .pdf, .doc, .docx, .odt, .rtf, .txt

Step 4: Review

Additional notes

What to notice: the portal stays focused, structured, and easy to complete — exactly what you want when clients are sending critical documents.

Discuss Cloud plan

If the demo feels right, the next step is simple.

Start with IntakeFlow Starter when the workflow belongs on a client site, or use IntakeFlow Cloud when the team needs hosted links, catalogs, files, and operator review.

See pricing Explore Starter