One link per client
Send a branded checklist instead of chasing attachments across email and chat.
FOR WEB DESIGNERS · BRAND STUDIOS · VIDEO TEAMS
IntakeFlow collects everything you need from every new client — files, answers, and logins — through one branded link. Reminders and one-click review included. Onboarding in 30 minutes, not 30 days.
FREE PLAN · NO CARD · PORTAL LIVE IN MINUTES
Send a branded checklist instead of chasing attachments across email and chat.
Your client opens a secure link — no account, nothing to install.
Hosting and ad-account logins are encrypted at rest and stay masked until you reveal them — every look is logged.
Polite nudges go out on schedule until every item is approved. You never send the chase email again.
Approve an item, or reject it with a note that lands in the client's portal.
Your logo and colors on the portal and every email.
$9/mo
Three active portals a month and two templates. Enough for a studio finding its feet.
Start free$29/mo
Unlimited portals and templates, credential fields, and your own domain on the portal.
Start free