intake · office teams

New-client intake packets

The same forms, the missing W-9, the same packet: every new client.

When it starts: Someone says yes, or fills out a web form. Then you chase fields that already sit in email.
After we build it: A complete packet in the tool you already use. Only the odd case sits with a person.
Lives in: Your practice tool or CRM, plus email
A person still does: Conflicts, odd scope, or anything that needs a real judgment call
Why it matters: New work starts clean instead of in a chase.

Without AI

Someone retypes and chases the same missing items.

With AI implementation

Packet assembles from known fields; gaps are labeled.

We only take this on if you can name the hours and the tool it lives in. If either is missing, we don't build it.