Book a 30-minute audit on your numbers.
Bring one recent month of inquiries. We go through what happened to each one after it arrived, and you leave with a written list of where you lose people.
Two short steps, then the calendar.
If you are a fit, you pick a time on the calendar right after sending the form. Otherwise we reply by email within one business day.
What we cover on the call
Where your inquiries come in, and who sees them first.
What happened to last month's inquiries after the first reply.
Where follow-up depends on one person remembering.
What we take over, what your team keeps, and whether we are the right fit.
What changes for the same inquiries
Questions before you book
We go through one recent month of your inquiries with you: where they came in, what happened after the first reply, and where they stopped. You leave with a written list.
Thirty minutes on a video call. If you send the month's inquiries ahead of time, we spend all thirty on findings.
We note where consent, opt-outs, or message approval are missing from the current process. It is general information, not legal advice.
We look at what reaches Clio today and when. Clio stays your system of record, and intake sits in front of it.
Antoine Cuvelier, the founder of Intakes.io.
Start with a tool.
Check your own intake in five minutes, or work through your numbers. No email required.
Results stay on the page.