Intake Progress
1/10Core intake areas startedC
Client Intake Portal
Separate intake for clients and staff
Separate Intake Form
Client Life Organization Intake
Use this standalone intake page to collect the client’s information without exposing the internal software. Everything saved here is routed into secure storage for later review inside the protected workspace.
Standalone intakeFull information captureSecure cloud storageInternal review later
Retirement / Insurance
0Provider-linked items addedBank / Property
0Asset entries addedSupporting Uploads
00 original file(s) retained for archiveStorage Guidance
Use this as a client-call form, not as client self-service software
Recommended primary storage is Supabase, not Google Drive. Supabase is better for structured client intake, later search, status tracking, and secure server-side insertion. Google Drive is fine as a secondary backup or export destination.
Do not enter full Social Security numbers, full bank account numbers, Medicare numbers, passwords, or security-question answers.
Smart Upload
Scan files first and let AI prefill the intake
What happens here
The app reads supported files, extracts text, sends that text to AI, and maps the result into the intake fields below for your review.
Always review the prefilled values before saving. Unknown items stay blank or marked unknown.
Original files selected here are retained and archived with the submission when you save the intake.