Intake – Client Docs
Collect client docs and forms
Intake helps small professional firms (accountants, lawyers, lenders) collect documents, intake forms and e-signatures from their clients. From your AI you can see which clients are still missing documents, draft a document request with a checklist and forms, send it to the client's secure portal, review what they uploaded, read submitted form answers, and manage multi-party deals and reusable templates.
What you can ask
- Which of my clients haven't uploaded everything yet?
Example path →
MCP connector
- Server URL
https://dointake.com/mcp- Login
- OAuth
Tools
Reads data20
Changes data19
Deletes or can't be undone13
Skills
None in the store listings. The server needs sign-in, so we could not check it
Todoist#49