Intake Kings is a software tool designed to streamline and automate the process of gathering, processing, and managing data or information from potential new clients.
Benefits include improved client experience, considerably higher conversion rates, heightened efficiency and accuracy in data collection, reduction in manual data entry, enhanced organization and accessibility of information, and increased productivity for staff.
Yes, Intake Kings offers customization options for forms, workflows, and data fields according to the unique requirements of your firm and practice areas.
Intake Kings seamlessly integrates with popular software systems: from your practice management software, to document management.
We will never hang you out to dry like many other software companies. Intake Kings provides a dedicated onboarding manager, as well as customer support service, including technical assistance, training resources, and online documentation to help you and your team make the most of the platform.
Intake Kings has the ability to accommodate growth in data volume or user base. Our platform is designed to scale with the needs of your firm, whether it's handling a small number of submissions or processing thousands of entries per day.