IntakeReady

Intake and onboarding, built for finance and legal.

IntakeReady gives financial planners, conveyancers, mortgage brokers, and law firms a single platform for capturing leads and collecting documents - without juggling three tools and chasing every file.

morrisonconveyancing.com.au/contact

Morrison Conveyancing

Plain-English property law, since 1998. Get in touch about your purchase, sale, or transfer.

Morrison Conveyancing Usually replies within 1 hour
Hi! What brings you in today?
Buying a property Selected
Selling a property
Transferring title
Something else
The products

Two products. One smarter pipeline.

From the first inquiry on your website to the day a client is fully onboarded - IntakeReady handles both ends.

01 | Capture

Your contact form, reimagined.

A smart intake widget that asks the right questions, qualifies the lead, books the meeting, and hands a complete inquiry to your team.

  • Conversational flow that adapts to the inquiry
  • Books meetings and routes by lead type
  • Embeds anywhere - no developer needed
  • Pipes into your CRM, calendar, or inbox
Step 2 of 4

What's your timeline?

Settling in the next 30 daysUrgent
1-3 months outMost common
Longer than 3 monthsPlanning ahead
Not sure yet
Next: Property details ~30 sec left
Client
Evelyn Harper
5 of 6 complete
Proof of identity 2 files
Contract of sale 1 file
Mortgage discharge 1 file
Bank statements 3 files
Council rates notice 1 file
Strata report Reminder sent 2h ago
02 | Collect

Document intake, without the chasing.

Once a lead becomes a client, IntakeReady takes over. Send one link, get the full file back - guided, secure, automated.

  • Guided checklist - nothing missed
  • Secure link - no login, no friction
  • Automated reminders so you stop chasing
  • Live dashboard for your whole team
Integrations

Plays nicely with your existing stack.

IntakeReady plugs into the tools you already use - your CRM, calendar, document storage, and practice management software.

If it has an API, we connect to it. If it doesn't, we'll build it.

CRM HubSpot
CRM Salesforce
CRM Pipedrive
Calendar Google Calendar
Calendar Outlook
Calendar Calendly
Storage Google Drive
Storage Dropbox
Storage SharePoint
Comms Slack
Automation Zapier
Payments Stripe
Common questions

Things people ask before they book.

IntakeReady is built for finance and legal services where document collection is part of every client engagement - financial planners, conveyancers, mortgage brokers, lawyers, and accounting practices. If your team spends a meaningful part of the week chasing documents, you're our shape of customer.
Get started

Ready to rebuild the way you onboard?

30-minute walkthrough. We'll spin up a sandbox with your branding within 48 hours.