Client intake — automated
Send the client or his PA a personal, secure invitation by link or QR code, protected with a PIN. They fill in the details online and everything lands in the right client card in the app — you check each item before it is accepted. A short job gets a short form; a returning client only confirms what has changed. Or simply type it in yourself.
QR / LINK · PIN · AUTO-UPLOAD · CHECK & APPROVE · RETURNING CLIENTS