Client Information Collection Software

Collect client information and the documents behind it.

A form gives you answers. An upload folder gives you files. Intaky keeps both in one client information request, with a checklist that shows who still owes what.

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Build a client questionnaire around the work

Ask for short answers, longer explanations, dates and choices alongside supporting uploads. Group questions into sections so the client can follow the request instead of working through a long email. Mark only the items you actually need as required.

For an accounting engagement, ask which services the client needs and which year the case covers, then request the relevant income evidence and statements. The answer and its evidence remain part of the same case.

Give each contributor their own part

A company’s coordinator can answer business questions while invited directors or other members supply their own personal information. The coordinator can track progress without becoming the person who forwards everybody’s identity documents.

For supplier onboarding, keep company registration, delivery capability and banking questions in the company sections, with separate member sections where personal information is needed.

Review answers as well as files

An uploaded certificate does not make the accompanying answer correct. Review the submitted information and documents, accept what is ready, and request a correction on the item that needs attention. Already accepted items stay locked.

Intaky records review activity so your team can see the decision history, then export a case summary and its documents when the work is finished.

From request to review

List the decision your team needs to make and the information it depends on.
Build sections for answers, evidence and declarations; assign company and personal tasks.
Share the application link, then review the submitted items and request only the corrections needed.

Questions before you start

What is client information collection software?

It helps a team request structured answers and supporting documents from clients, see what is outstanding and review the result. Intaky combines questionnaires, file requests, progress tracking and review in one branded portal.

How is it different from a survey or a general form?

The focus is a case that may need contributions and corrections over time. Clients see what is missing, your team reviews individual items, and reminders can follow up while the case is waiting on the applicant.

Does every client need to create a password?

Applicants use a secure link from their email instead of setting a password. Their device stays signed in for return visits; a new device or expired session may require a fresh email link.

Can I import the downloadable checklist?

The CSV templates are planning aids you can edit in a spreadsheet. They are not an automatic import format. Use them to configure your sections and requests, or adapt an existing industry template in Intaky.

Put the checklist into practice

Try it with your next client.

Build the checklist around the information and evidence your team actually needs.

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