Looking for an effortless Intake system for your firm and clients? Look no further than RunSensible.
Save yourself valuable time by implementing a clear and simple intake system that allows you to easily retain new clients and capture crucial information with just a few clicks.
Assess which clients are well-matched for your firm
Take advantage of, intuitive programs to simplify essential intake tasks quickly and seamlessly.
Book appointments and allow for online payments
Using RunSensible to schedule appointments is a breeze for both you and your clients. Additionally, by integrating your payments through RunSensible, you can accept immediate online payments for your consultations.
Focus on the most favourable prospects
Customize your form with fields that allow clients to share their preferred meeting times, location, or other specific requirements, making it easier for you to match their needs.
Swiftly verify for duplicate clients and also conflicts of interest
Look for potential clients who are already doing business with your company, or identify any connections that could pose a conflict of interest.
Never worry about missing out on clients when you are away from the office
Effortlessly manage client intake from anywhere, no matter where you or your prospects are based.