Document intake

Stop losing files before the work starts.

A cleaner intake workflow for clients who submit forms, files, approvals, or onboarding assets before your team can begin.

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Client Intake and Document Collection Agent Kit cover

Use it when

  • Your form, folder, CRM, and team chat disagree on client status.
  • The workflow says success while the file is still missing.
  • You need one place for owner, missing item, last touch, and next action.

What you get

  • Intake schema and document request tracker
  • Email and SMS templates
  • Automation logic map, QA checklist, exception playbook, and weekly review scorecard

$39 kit

Instant file delivery through Gumroad.

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