Intake Desk

Medium

Professional Services · Professional firms, consultancies

Do full document and conflict checks at client intake; keep risk at the door.

Built in this build

Client intake form
Conflict-of-interest check
ID/document checklist
Intake rules
Document requirements
Flags missing documents and possible conflicts from intake notes
Intake completion rate

Vision (needs external services)

Reminder to client for missing documents
Document upload portal

The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.

Customer features

Client intake form
Conflict-of-interest check
ID/document checklist

Admin modules

Intake rules
Document requirements

AI capabilities

Flags missing documents and possible conflicts from intake notes

Automations

Reminder to client for missing documents

Analytics & reports

Intake completion rate

Integrations

Document upload portal

Mobile

View intake status on phone

Roles & permissions

Partner
Office admin

Professional Services →

Time Bill

Time tracking and billing for consultants.

Milestone Pay

Tie work to milestones and invoice on time; late billing drains cash flow.

Sub Desk

Assign subcontractors and freelancers, track their pay; end payment chaos.

COI Vault

Collect vendor insurance and compliance certificates; expired paperwork is a liability.

Describe what your business needs — DevAny does the rest

Define it, build it, run it — and take it anywhere.