Intake | Client Onboarding and Document Collection PHP Script With Flutter App

Every agency, accountant and law firm runs the same broken loop: send a list of what you need, get half of it back, chase the rest, lose a version in a reply thread, and start the engagement two weeks late. Intake replaces that loop with one link.

You build a request (a checklist of documents, a short form, a signature if you need one) and send it. Your client opens a page with your logo on your domain, drags their files in, signs, and submits. You get an email. Nothing was attached to anything, and nothing was lost.

One installation, many workspaces

Intake is multi-tenant out of the box. Run it for your own firm on one domain, or run it for twenty firms (each with its own domain, logo, accent color, staff and clients, completely isolated from each other) from a single codebase and a single database. An operator console sits above them all for branding, legal pages, accounts and analytics.

What your client sees

• A page with your name and colors. The word “Intake” never appears.
• A checklist that says exactly what is still missing and how many files each item needs.
• Drag-and-drop upload with a live progress bar, working on a phone.
• A signature pad, if the request asks for one.
• No account and no password, unless you want them to have one.

What you get

• Reusable form templates: build once, apply everywhere. Edits never rewrite a sent request.
• Document checklists with per-folder minimums, enforced rather than hoped for.
• Signed PDF certificates: who signed, when, from which IP, with a SHA-256 digest.
• Automatic reminders before the deadline and after it.
• Private storage on local disk or any S3-compatible provider, behind signed, short-lived links.
• A complete activity trail: sent, opened, uploaded, submitted, reviewed, completed.
• Client portals holding a returning client’s whole document history in one place.