Client intake
Know the client before the call.
Every new client starts with the same half-hour on the phone. Move that to a short video they record on their own time. Then walk into the call knowing the facts, the goals, and the budget.
No account needed for you or your clients.
Built for the way you bill
Your time is the product. Don't spend it on intake calls.
Accountants
Tax season is forty intake calls, one after another. Send the questionnaire as a video set and get the facts before you touch the return.
Law firms
You can't take a case you don't understand. A short video from the client beats a twenty-email discovery thread.
Advisors
Learn their goals in their own words before the first meeting. Not three meetings in.
Why it works
Save billable time
Turn a 30-minute intake call into a few minutes of pre-watched video.
No account for them
Clients just open a link. Non-technical clients don't hit a wall.
Private by default
Responses are stored securely and expire when you close the set.
Your first client can answer today.
Create a set, send a link, and watch the first video before the day is out.
Create your first intake