Automate the manual work in Intaker

FullSpec maps how Intaker fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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Intaker by the numbers

Insights from real process mapping sessions that involve Intaker.

No processes mapped yet using Intaker. Map a process that uses Intaker to see automation data here.

Map a Intaker automation

Top 5 Intaker friction points when done manually

Intake forms scattered across Intaker

You receive intake forms through email, phone calls, and web submissions, then manually enter each one into Intaker instead of having responses flow in automatically.

78% report this

Duplicate client records in Intaker

The same person submits an intake form twice or through different channels, creating duplicate entries in Intaker that you must find and merge by hand.

71% report this

Intaker data stuck in spreadsheets

You export client information from Intaker into Excel to share with your team or run reports, then manually update Intaker when changes happen outside the system.

64% report this

Missing follow-ups on Intaker intakes

Intake forms sit in Intaker without a clear system for who should follow up, so clients fall through the cracks and you chase down status updates manually.

55% report this

Intaker data validation takes hours

You manually review each intake form in Intaker to check for incomplete fields, wrong phone numbers, or missing information before you can move a client forward.

29% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Intaker

Browse popular Intaker automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.