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Coming SoonIntake Pro is in development
Coming Soon

Intake Pro

For professional services firms

Add client intake, document collection, and case management to Pulse. Built for law firms, accountants, and consultancies.

What Intake Pro Adds

Professional services capabilities

Smart Intake Forms

Conditional forms that adapt based on responses

Document Collection

Request, track, and organize client documents

E-Signatures

Collect signatures on agreements and contracts

Case Management

Track matters, deadlines, and deliverables

Client Portal

Self-service portal for document upload and status

Compliance Checklists

Ensure all required items are collected

Focused for Professional Services

What Intake Pro removes

Optimized for client-facing workflows. These field operations capabilities are not included.

  • Field Operations
  • Inventory Tracking
  • Work Orders
  • Dispatch Scheduling
Example Workflows

Built for client-facing teams

New Client Onboarding

  1. 1Send intake form
  2. 2Collect documents
  3. 3Get signatures
  4. 4Open case

Document Request

  1. 1Create checklist
  2. 2Send portal link
  3. 3Track uploads
  4. 4Mark complete

Case Milestone

  1. 1Hit deadline
  2. 2Auto-notify client
  3. 3Log activity
  4. 4Update status
Pulse IQ for Intake

Ask your caseload anything

“Which clients have incomplete intake?”

Lists clients with missing documents or unsigned agreements.

“What deadlines are coming up this week?”

Shows all case milestones due in the next 7 days.

“How long does onboarding take on average?”

Calculates average time from first contact to case open.

Coming Soon

Be first in line for Intake Pro

Join the waitlist for early access.