About IntakeLatch.

IntakeLatch is a client onboarding platform for agencies and professional service teams that need structured responses, organized files, and reliable follow-up.

This product is built to remove friction between signing a client and starting meaningful work.

Our Purpose

Winning a new client should create momentum, not delays. In many service businesses, kickoff work gets blocked by long questionnaires, missing assets spread across email threads, and repeated follow-up messages.

IntakeLatch addresses that bottleneck with a secure, structured intake experience that respects your client's time while keeping your internal workflow on track.

Core Principles

• Frictionless for clients: No required passwords or account creation. Clients use a private link and can complete their intake at their own pace without losing progress.
• Organized file collection: Direct-to-storage, resumable uploads help large brand assets, documents, and media arrive safely in clean, private folders.
• Automated, respectful follow-up: Inactivity-based reminders send on your schedule and stop automatically as soon as an intake is submitted.

Who We Build For

IntakeLatch is designed for high-touch service providers, including:

• Digital and web agencies: Collect logos, copy, credentials, and briefs before kickoff.
• Freelancers and consultants: Reduce delays caused by slow asset collection.
• Designers and creative studios: Receive high-resolution media and large ZIP files safely.
• Accountants and legal professionals: Gather multi-step intake information securely without lost progress.