We are excited to learn about your business!

Client onboarding

Your client intake, as a conversation

No forms. We'll ask 39 short questions about your business — one at a time, starting with your name — and hand our team everything it needs to get to work.

Most people finish within 30 minutes · Type or talk · Progress saves as you go

• Type or talk

  Tap the mic to answer out loud — we transcribe it for you.

• Auto-saved

  Every answer saves the moment you send it. Close the tab and come back.

• PDF export

  Review, edit, then download a branded summary of everything.