Client Intake Automation
Clients arrive briefed. You arrive prepared. No admin required.
Book a Strategy CallAn automated pre-client intake system that collects every piece of information you need from a new client before their first appointment, consultation, or onboarding session — all via WhatsApp, without any manual chasing from your team. By the time the client arrives, you already have their full details, their situation, and the context you need to deliver a great first experience.
The first client interaction is often slowed down by information gathering — forms to fill, details to capture, documents to request. This wastes billable time, creates a poor first impression, and adds admin burden to your team. Most businesses either skip intake entirely or rely on staff to manually chase clients for information.
As soon as a consultation or appointment is booked, the intake sequence triggers automatically.
The client receives a WhatsApp message with a short intake form — name, details, and relevant information specific to your service.
Responses are captured and logged against the client record automatically.
Your team receives a pre-meeting brief — everything you need to know before the appointment starts.
- Triggered automatically on booking confirmation — no manual sending
- Fully customised intake questions for your specific service
- Delivered via WhatsApp — highest open and response rate
- Client details logged automatically into your system
- Pre-meeting brief sent to your team before every appointment
- Reminder sent if intake not completed 24 hours before appointment
- Supports document uploads for relevant service types
- Reduces first-session admin time by an average of 20–30 minutes
Legal Professionals
Attorneys requiring thorough client briefing
Medical & Wellness
Practitioners needing patient history
Consultants & Coaches
Who need context before every session
80%
Average intake completion rate
20–30 min
Of admin saved per new client
0
Manual chasing by your team
Before
Information ready before client arrives
Ready to add Client Intake Automation to your system?
Book a strategy call and we'll walk through exactly how this fits into your business.
Book a Strategy Call