intake.link – unified link for e-signatures, payments, and client intake forms

Summary: intake.link consolidates e-signatures, payment collection, and intake forms into a single link, streamlining client onboarding. It enables clients to complete all necessary steps before initial contact, reducing delays and lost opportunities.

What it does

intake.link provides one link that clients use to sign documents, submit payments, and fill out intake forms, simplifying the onboarding process.

Who it's for

It is designed for law firms and professional services managing client onboarding and document workflows.

Why it matters

It eliminates back-and-forth communication, helping firms close clients faster and avoid losing them to competitors.