Free guide
Client intake automation
Manual client intake — chasing answers via email, consolidating responses into a brief — takes two to three hours per new engagement. Automation gets that to under 30 minutes: a structured form, AI synthesis of responses, and an auto-generated project brief ready before the first call.
What's covered
- 1Client intake automation workflow: intake form → response collection → AI synthesis → project brief generation
- 2Smart form design: conditional questions that adapt based on engagement type
- 3AI prompt to synthesise intake responses into a structured project brief
- 4Worked example: consultant intake process automated for three engagement types
Who this is for
Independent consultants and fractional executives who onboard new clients regularly and want to replace the intake email chain with an automated system.
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Free guide. To build your client intake automation tool, the Torvi Consultant track gives you the four-week path.
Free templates
Guides tell you how. Templates give you a starting point. Browse the free template library.