IntakeLatch

Built for high-friction client onboarding

Collect everything without chasing clients.

IntakeLatch gives agencies auto-saving intake forms, secure file collection, and polite automated reminders so clients can finish on their schedule and projects can start on time.

Start your free trial See how it works

No client account required • Progress saves automatically • Cancel anytime

Demo workspace

Brightside Agency / Juliana Collier

Saved

Brand strategy intake

Fictional demonstration content

64%

Brand strategy intake

Saved: 64% complete

Logo assets

Uploading: 7 of 12 files

Reminder

Scheduled: Tomorrow at 10:00 AM

Upcoming reminder

Hi Juliana, you are 64% finished. Your answers have been saved, so you can continue where you stopped.

Logo-package.zip

72%
Private client workspaces
Passwordless client access
Resumable file uploads
Controlled team permissions

Long intake forms should not create long project delays.

Lost progress

Clients close a form halfway through and have to begin again.

Scattered files

Brand assets arrive across email threads, drives, and messaging apps.

Manual follow-up

Agency teams repeatedly check spreadsheets and send uncomfortable reminders.

One organized lane from invitation to kickoff.

Every answer saves automatically

Confirmed progress saves in the background and restores through the same private link.

Files arrive where they belong

Large-file collection is structured around the client, intake, section, and field.

Follow-up happens politely

Inactivity reminders are designed to stop automatically once the intake is submitted.

Four steps from request to ready.

  1. 1

    Build a reusable intake template

  2. 2

    Invite your client with a private link

  3. 3

    Watch answers and files arrive

  4. 4

    Start the project with everything organized

Product tour

See the whole intake move forward.

Explore fictional product views for building a form, completing it, tracking progress, scheduling follow-up, and organizing files.

Reusable template

Website kickoff intake

Group detailed questions into calm, manageable sections.

Demo workspace

Brightside Agency

Fictional data
1Business goals
2Audience and positioning
3Brand assets

Designed for client work that deserves careful handling.

Private workspaces, scoped access, revocable links, and controlled downloads are core product requirements rather than decorative security copy.

Private storage
Organization-level data isolation
Role-based team access
Revocable client links
Audit activity
Controlled file downloads
Read the security overview

Simple plans for structured onboarding.

Choose a monthly plan, start with a 14-day card-required trial, or subscribe immediately. Billing is managed securely through Stripe.

Solo

For independent consultants and small studios.

$29/month

  • 5 active intakes
  • 1 agency user
  • 10 GB storage
  • Auto-save
  • Email reminders
  • Reusable templates

Most popular

Agency

For teams running client onboarding every week.

$59/month

  • 25 active intakes
  • 5 agency users
  • 50 GB storage
  • Customized reminders
  • Team permissions
  • Priority support

Pro

For growing teams with higher intake volume.

$99/month

  • 100 active intakes
  • 15 agency users
  • 150 GB storage
  • Agency branding
  • Advanced reminder sequences
  • Expanded reporting

Frequently asked questions.

Do clients need an IntakeLatch account?

No. Clients use a private passwordless link for only their assigned intake.

Does IntakeLatch save unfinished forms?

The product is designed around confirmed background saving with visible save states.

What happens if a client loses internet access?

The planned auto-save queue preserves pending changes locally and syncs when the browser reconnects.

Can clients upload large files?

The MVP architecture is planned for private direct-to-storage uploads with progress and recovery.

Can I reuse a form for multiple clients?

Yes. Agencies create reusable templates and each client receives a separate intake instance.

Can I control reminder timing?

Yes. Owners and administrators can configure reminder intervals, maximum sends, next-send time, agency timezone, and quiet hours.

Does IntakeLatch store client passwords?

No. IntakeLatch should not collect readable passwords or banking credentials.

Can I cancel my subscription?

Yes. Owners can manage or cancel the subscription through Stripe-hosted billing. Cancel before a free trial ends to avoid the first charge.

Can I export or delete client data?

Export and deletion workflows are required product surfaces for later phases.

Start projects with everything you need.

Give clients a simpler way to complete onboarding and give your team a clearer path to kickoff.

Start your free trial