Intake desk

Every new client.
One clean record.

Stop chasing onboarding across email threads and shared drives. Submit once — OpsDesk files the record, sends the welcome, and stores the paperwork automatically.

What's included

Everything client onboarding actually needs

01

One clean client record

Company name, contact, and email — captured instantly into a real record, not scattered across a spreadsheet.

02

Automatic welcome email

The moment a client is filed, a welcome email goes out — no one has to remember to send it manually.

03

Secure document storage

Contracts, briefs, or specs get attached and stored privately alongside the record, not lost in an inbox.

04

Nothing blocks on submit

Emails and document storage happen in the background — filing a client never sits waiting on a slow step.

The pipeline

What happens when you file a record

01IntakeClient submits details
02VerifyRecord confirmed
03ProvisionWelcome + document stored
04LiveClient active in system
Ready when you are

No account. No setup. Just the intake.

Click below to open the intake form. If the system's been idle, it takes a few seconds to spin back up — we'll keep you posted right here.

Intake desk

One moment…

Getting everything ready for you.

Checking status…
While you wait — tech trivia