Articles tagged "product-updates"
Tips, guides, and best practices for client intake, document collection, and professional services.
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.
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.
The Agentic Approach to Business Automation
Traditional automation is brittle. The future isn't another workflow builder — it's an AI agent that connects to your tools and builds up skills over time, one boring headache at a time.
Why We Built Intake
We built Intake because collecting client documents shouldn't mean endless email threads. Here's the problem we set out to solve and how we're doing it.