New Client Intake

New-client forms, missing documents

LegalReal EstateProfessional Services

Sends your new-client form and what to bring, reads what clients send back, and asks for whatever is missing, every message held for your OK. Checking new names against your conflict list is on request.

Example replies

Example 1

Welcome packet for a new client: intake form, what to bring, and the one document we still need.

Example 2

Welcome! Here's the new-client form. It takes about five minutes.

Example 3

Thanks for the documents. We still need one pay stub before your first meeting.

What it handles

Sends new-client forms and what to bring
Reads what clients send back and asks for what is missing
Checking names against your conflict or eligibility list is on request

Where it works

EmailTexting, on request

Works with

Gmail

What you can customize

Tone of voice

Agent name

Working hours

Hand-off rules

Channels

What you approve

Every welcome and every request for a missing document waits for your OK.

Ratings and reviews

Reviews arrive when this agent is on more rosters

We never invent reviews. Once enough teams run this role, honest feedback from owners like you shows up here.

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