Make a great first impression before the engagement even starts.
The intake stage is where a new client forms their opinion of how organized you are. docfury replaces the new-client paperwork scramble with a single intake link, so the first thing a client experiences is how easy you are to work with.
Intake is the first impression, and paperwork usually ruins it.
Onboarding a new client or case should feel like momentum — instead it often starts with a printed intake form, a scanned ID, an emailed signature page, and a handful of other documents scattered across three different channels before real work can even begin.
This isn't specific to one field. Legal intake, new-hire HR onboarding, and new-client setup at any professional firm all share the same early bottleneck: gathering a defined set of documents from someone who has never dealt with your process before and does not want to learn a new system just to get started.
docfury turns intake into a single request: one link listing everything a new client or hire needs to submit, no account for them to set up, and a clear view on your side of what has arrived so the engagement can actually kick off.
Everything a new client needs to send, in one place.
Designed for the first document exchange of a relationship, when speed and clarity matter most.
A ready-made intake checklist
Save a standard intake list — IDs, signed agreements, onboarding forms, whatever your process requires — and send it the moment a new engagement begins.
No account for the new client to create
A brand-new client or hire opens a private link and starts uploading immediately, with no registration step standing between them and getting started.
Automatic classification of incoming files
Uploaded documents are automatically identified and matched to the right intake item, so your team is not manually sorting a new client's first batch of files.
Know the moment intake is complete
See in real time when every required document has arrived, so you can start the actual engagement without checking in manually to confirm everything is in.
Document intake software FAQ
What is document intake software?
Document intake software manages the first document exchange with a new client, case, or hire — sending a checklist of required files and tracking what comes back — rather than gathering that paperwork through ad hoc emails or in-person forms.
Is this only for accounting firms?
No. The same intake workflow applies to legal intake, HR onboarding for new hires, and new-client setup at any professional services firm — anywhere a defined set of documents needs to be collected at the start of a relationship.
Does a new client need to create an account to complete intake?
No. The intake checklist is delivered as a private link. A new client opens it and uploads directly, without registering for an account first.
Can I customize the intake checklist for different types of clients or roles?
Yes. Save separate intake templates — for example, one for new legal clients and another for new hires — and send the correct one depending on who is being onboarded.
How do I know when a new client has finished intake?
Your dashboard shows real-time status on every item in the intake checklist, so you can see the moment a new client has submitted everything required without asking them directly.
What happens to documents submitted during intake?
They are stored in encrypted, access-controlled storage tied to your account, the same as any other request made through docfury — intake documents are not treated differently from a security standpoint.
Have more questions? See the full FAQ page, or start free.
Start every new engagement on the right foot.
Build your intake checklist now so it is ready the next time a new client or hire needs onboarding. No credit card required to start on the Free plan.