Intake Health Score

How healthy is your client document intake?

6 quick questions, then a personalized report emailed to you -- no account needed.

Firm type

1. How do you currently request documents from clients?

I text or call them individuallyI send a generic email listing what I needI use a shared folder (Dropbox/Google Drive) they upload toI use a dedicated intake portal or tool

2. What percentage of clients send everything on the first ask?

Less than 25%25-50%50-75%More than 75%

3. How many reminder emails or texts do you send per client, on average?

5 or more -- honestly, I lose track3-41-2Rarely -- clients get automatic reminders

4. How do you know what's still missing for a given client?

I dig through email/text threads or ask aroundI keep a spreadsheet or checklist manuallyI check a shared folder against my own listI can see status at a glance in one place

5. How long does it typically take to collect everything for one client?

2+ weeks, sometimes longer1-2 weeks3-7 daysUsually within a day or two

6. What happens when a client sends the wrong version of a document (unsigned, wrong year, blurry photo)?

I have to track them down again from scratchI email them back and hope they see itI flag it and they get a clear resend requestThis rarely happens -- our process catches it early