Platform · Intake

Start every client from one link.

One intake form takes in the details, documents and consent you need, and creates the client record in your practice software. No rekeying.

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Where Intake fits

All our workflows work independently and together, so you can implement one standalone or run them as a set. Every workflow comes integrated with your existing software. Explore each one in more detail.

Intake Verify Screen Assess Monitor
What it does

How Intake runs

Send one link to an intake form that takes in the information and documents you need, captures consent, and creates the client record in your practice software. The client goes straight on to their ID check. No rekeying, no documents chased over email.

One link, zero rekeying
The forms

Try the forms

Individual form

For one person. Name, contact details, date of birth, TFN and ABN, then straight on to their ID check.

Try the individual form (opens in a new tab)
Multi-entity form

For a group. Add each individual, company, trust or SMSF as its own entry. Directors and beneficial owners are sent their ID checks automatically.

Growth and above Try the multi-entity form (opens in a new tab)
How it runs

Intake, step by step

01

Choose how clients start

  • One public link for your website or emails
  • Or send it from the client record
  • Or start from your proposal and e-signature tool
  • In your firm's colours, fonts and logo
02

Capture from anywhere

  • Phone, tablet or desktop
  • Only the questions that apply to them
  • Progress saved in their browser
  • No account to create
03

Consent and documents come in

  • Consent captured as part of the record
  • Documents upload as PDF, JPG or PNG
  • TFN, ABN and ACN formats checked
  • Sensitive numbers redacted
04

The record is created

  • Created in your practice software, nothing rekeyed
  • In XPM, you choose the point it is created
  • The client moves straight on to their ID check
More on the Verify workflow 

It runs inside the practice software your team already uses and writes the result back where they already look. See the integrations →

In detail

Features

A suite of ready-made forms

Templated forms for consent, intake, individual and multi-entity onboarding, risk assessment and enhanced due diligence. Each installs in one click.

Questions that fit the client

The form is dynamic. Each client only sees the questions relevant to them.

Your wording, your fields

Relabel questions, show or hide fields, and add questions of your own.

Growth and above
Multi-entity onboarding

Collect the declared details of a company, trust or SMSF, trigger ID checks for its directors and beneficial owners automatically, and create the records. You choose whether you or the client fills it in.

Growth and above
One public link

A single reusable link for your website or emails. Set a daily limit, and switch it off at any time without affecting checks already underway.

Growth and above
Signatures, uploads and photos

Collect signatures, file uploads, camera captures and proof of address documents in the same form.

Numbers checked as they go in

TFN (8 or 9 digits), ABN and ACN formats are checked, so a mistyped number never reaches you.

Your brand

Your colours, fonts and logo, with effects such as opacity, borders and 3D.

Saves as they go

Partly filled forms are saved in the client's own browser, so they can stop and come back later. There is no account or login to create.

Privacy friendly

Sensitive fields, such as tax file numbers and social security numbers, are redacted.

A form you don't see here?

We can build it for you. Changes that alter the workflow itself may attract a fee.

Badges show the IdentityCheck tier a feature needs. Compare pricing →

“The time savings and reduced risk associated with eliminating manual data entry have been significant, contributing to a tangible return on investment.”
Tanya Christie, COO, Fullstack Advisory
Read the case studies 
Questions

Common questions about Intake

Can the intake form be edited?

Yes. Minor edits, such as wording and extra non-critical questions, can be made on Growth plans and above. Edits that change the workflow itself may attract a fee, so contact us to discuss your requirements.

Does my client need an account to fill it in?

No. The form saves their progress in their own browser, so there is nothing to sign up for and no password to remember.

Which practice software can the form create the client record in?

Xero Practice Manager creates the client record out of the box. Record creation in Karbon, HubSpot and FYI is available on request on Growth plans and above. See the integrations.

Can I put the form on my website?

Yes. The public link is one stable URL you can put on your website or in an email, on Growth plans and above. It has a daily limit of 25 submissions by default, which can be raised to 500.

What documents can my client upload?

PDF, JPG and PNG files, including on the public link without logging in.

Ready to make onboarding minutes, not hours?

Start free and run your first check today, or book a demo and we will walk you through it.

Start freeBook a demo