Client intake

Issue intake links, review submissions, and create LOEs prefilled from client answers.

Submissions
Latest submission per client
Download Excel
Client Email Status Actions
Select a client
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Select a submission from the list to view details.
Form configuration
Advanced: edit the intake form JSON (you can mirror your Google Form fields here).
AI draft created
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Draft LOE code
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Missing questions
These are based on the intake and the draft plan. Review before sending.
    Risks / flags
    Staff-only notes (not sent to client).
      Email drafts
      You can copy the drafts and send them from your email client. Nothing is sent automatically.