The AI intake form software that writes project briefs for you
Intakly is the end-to-end AI platform that transforms how service businesses handle new business. From the first click to the final brief, we automate the messy middle of client intake.
What is AI Intake Software?
AI intake software goes beyond simple data collection. It analyzes client responses using natural language processing to qualify leads, score opportunities, and generate structured project briefs automatically.
Pain points
- Chaos in managing new client inquiries across channels
- Low conversion rates from initial contact to meeting
- Data silos where client requirements get lost
How Intakly helps
- Unified platform for all client intake needs
- Deep AI analysis of every client response
- Seamless integration with your existing service stack
Who this is for
- Service Businesses
- Enterprises
- Growing Teams
FAQ
- How does the AI work? We use advanced LLMs to read and understand client responses, extracting key data points automatically.
- Is it secure? Enterprise-grade security ensures your proprietary client data remains confidential.
- Can it handle high volumes? Yes, Intakly is built to scale, processing thousands of inquiries without missing a beat.