Give every client a branded, secure portal to upload documents and files. AI extracts and structures the data instantly — so your team can focus on the work, not the paperwork.
14-day free trial · No credit card required · Cancel anytime
Intake Jobs
Active submissions
Q1 Financial Review
Riverside LLC · 12 files
New Client Onboarding
TechVentures Inc · 7 files
Compliance Package
Harbor Medical · 24 files
Annual Audit Docs
Summit Group · 18 files
Trusted by forward-thinking teams
10M+
Files processed
500+
Active teams
99.9%
Uptime
Platform features
Replace fragmented file requests, chaser emails, and manual copy-paste with a single intake layer.
Claude reads every uploaded document — PDFs, scans, handwritten forms — and extracts exactly the fields you define. No manual data entry.
Each client gets a dedicated white-labeled portal with your logo and custom domain. First impressions matter.
Build once, reuse everywhere. Templates define exactly what data to extract.
S3 encryption, RLS, audit logs.
Process hundreds of files in parallel with Claude's batch API.
CSV, Excel, JSON, webhooks.
Simple by design
No professional services. No long onboarding. Just results.
Define the fields you need extracted. Use a pre-built template or build from scratch.
Send a branded link. Clients upload on any device — no account needed.
Claude reads every document and fills your defined fields instantly.
Download structured data or push it to your tools via webhooks and API.
Customer love
"We used to spend 3 hours per client manually pulling data out of onboarding packets. intake-Portal cut that to 10 minutes. It's changed how we operate."
Marcus Chen
Operations Manager · Summit Advisory Group
"Our clients love having a dedicated portal instead of emailing files. The AI extraction is scary accurate — even on 30-year-old scanned documents."
Priya Sharma
Partner · Evergreen Law LLP
"We process thousands of insurance documents every month. Batch processing went live in a week and immediately saved 40 staff-hours per week."
Jordan Williams
Head of Claims Processing · Harbor Health Insurance
Pricing
14-day free trial on all plans. No credit card required to start.
Starter
For solo practitioners and small teams.
Basic
For growing teams handling more volume.
Growth
For high-volume teams with advanced needs.
Scale
For large operations with serious throughput.
Enterprise
Unlimited everything for complex orgs.
All plans include a 14-day free trial with Starter-level limits. No credit card required.
Join 500+ teams who've replaced email chaos with structured, AI-powered intake workflows.