Client intake

Turn first interest into a clean client start.

Imagine keeps lead qualification, proposal prep, document collection, and kickoff routing moving across the tools your service team already uses. New clients get a thoughtful handoff, and your team sees the few moments that need human judgment.

1intake queue for new clients 4handoff loops covered 0extra intake tracker required Fullapproval trail on each step
Professional services advisor reviewing intake paperwork with a smiling couple
Today Client intake queue
Lead qualificationLive Proposals & lettersReady Document collectionReview Kickoff tasksQueued
Next best action Reply to the right-fit lead The draft uses the inquiry, prior client fit, and calendar availability before anyone starts from scratch.
Local proof Kickoff folder Fit notes, proposal draft, signed docs, and first-week owner in one place. Client start

Kickoff folder is one signal. These loops keep the day moving.

Lead qualification Proposals & letters Document collection Kickoff tasks

Less intake drag. More confident first impressions.

Two consultants smiling while reviewing a client folder near a bright office window
Lead review

Inbound requests are organized with source context, fit signals, and the next recommended touch.

Small business owner smiling while holding an open sign outside a storefront
Owner handoff

New-client steps move without pulling the owner away from the real work of serving people.

Working parent handling client work on a laptop while a child sits nearby
Personal cadence

Friendly reminders keep documents and kickoff details moving without making the client feel chased.

One intake queue from inquiry to kickoff.

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Lead qualification Turn website, email, and referral inquiries into a qualified lead queue with next steps, context, and routing ready for the right owner. Proposals & letters Draft proposals, scopes, fee summaries, and engagement letters from CRM notes and templates while keeping approval control with the team. Document collection Track missing onboarding documents, send client-friendly reminders, and keep kickoff packages complete before work begins. Kickoff tasks Create kickoff tasks, assign owners, schedule handoffs, and keep new-client status current after signature without another spreadsheet.

Client view

Make the first week feel organized.

Imagine watches the CRM, inbox, forms, signatures, and kickoff tasks together, then turns scattered first-week work into a queue that is easy to approve.

Client and advisor shaking hands at the start of a professional services engagement
Intake brief 3 qualified leads, 2 proposal drafts, 1 kickoff ready.
1client intake queue
4coordination loops covered
0manual trackers to rebuild

Sharpen the way clients start

View all loops
Lead qualification Qualify inbound leads and route the next step Proposals & letters Draft proposals and engagement letters Document collection Collect onboarding documents from new clients

Questions, answered

What work can professional-services firms hand to Imagine?

Imagine handles the repetitive coordination around lead qualification, proposals & letters, document collection, kickoff tasks. It reads the systems your team already uses, prepares the next step, and asks for approval when human judgment matters.

Does Imagine replace our CRM, forms, email, calendar, proposal, and e-signature tools?

No. Imagine works on top of CRM, forms, email, calendar, proposal, and e-signature tools and keeps those tools as the systems of record. It handles the operational follow-through between them and records what changed.

Can owners set the rules?

Yes. You set the rules, thresholds, and owners for each workflow. High-confidence work can move automatically, while exceptions and client-facing changes can stay in a review queue.

Start every new client with the same clean process.

Bring the lead, proposal, document, or kickoff loop that keeps creating manual handoffs. Imagine will show how it becomes a client-ready queue.

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