Intake
Capture complete enquiries before work begins
Intake turns website and referral enquiries into structured submissions, customers and work items - the starting point for everything in ACTION.
Replaces: Instagram DMs, WhatsApp enquiries and half-answered email threads.
- Published intake forms with secure public links
- Submissions create customers and work items automatically
- Staff review queue connected to the shared timeline
A recovery studio sends new clients a secure intake link. Every submission arrives complete, with a customer record and work item already created.



