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Articles tagged "integrations"

Tips, guides, and best practices for client intake, document collection, and professional services.

Build and Test Your Integration Before Going Live
Product

Build and Test Your Integration Before Going Live

New sandbox mode lets you connect Claude Desktop, ChatGPT, Zapier, or your own code to Intake and test the entire workflow — without emailing real clients or burning through your plan quota.

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We're Document Collection, Not a CRM (and That's the Point)
Product

We're Document Collection, Not a CRM (and That's the Point)

We dropped our price to $19/month, tripled the free tier, and shipped external IDs, upserts, and one-call deal dispatch. Here's why we're betting on being the best-connected document collection tool instead of another platform.

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