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Experience the future of client intakes — fully customized, AI-powered, and effortless.

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At e-Intake, we don’t change your traditional intake process, we elevate it.

We offer a 100% custom digitized version of your existing intake forms, tailored precisely to your current workflow. No need to retrain your staff, alter your systems, or install new infrastructure. We integrate seamlessly with your existing practice and add powerful layers of AI, security, and digital convenience.

With e-Intake:

  • Your clients can complete forms directly from their phones or devices — no app download required.
  • You eliminate paper, clutter, and redundant data entry.
  • You get clean, structured intakes that are ready to process instantly.
  • You protect your workflow while making your office lobby virtual, accessible anytime, anywhere.

We’re ready to visit your office for a live demonstration, showing you exactly how e-Intake works. In just 15 minutes, we’ll walk you through how the platform enhances productivity, improves accuracy, and maximizes your return on investment.

Ready to see it in action?

Let us help you streamline your practice, boost efficiency, and take the hassle out of client intake with the e-Intake.

Ready to Go Digital?

Why wait! Let’s customize your onboarding experience.

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