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Intake
Secure client requests without the email chase
Intake gives firms one secure portal to collect documents, answers, approvals, and signatures without making clients create an account. Your team gets 120 reusable templates for workflows across 12 industries, structured review, password or OTP access, encrypted uploads, and one audit-ready request record. Reeve adds AI help for drafting, metadata-based submission review, and completion summaries where supported.
Hi Product Hunt - I'm Pio, one of the makers behind Intake.
We built Intake because too many firms still collect sensitive client documents, answers, approvals, and signatures through email. The upload itself was only half the problem. Teams still had to chase missing items, explain what was still outstanding, and reconstruct the audit trail later.
Intake turns that into one secure request record. You send one branded portal link, the client completes it without creating an account, and your team reviews each item with access controls and activity history attached. Password and OTP protection are built in, encrypted uploads are available for sensitive requests, and the workflow can carry through review and sign-off on the same record.
We built it for teams that repeat this process all the time, especially accounting, legal, advisory, and compliance-heavy firms.
If you have a workflow like this, I would love to hear:
1. What part of your current client collection flow still happens in email?
2. What would make a secure request portal easier for your clients to complete?
3. Which matters more in your workflow: low client friction, tighter security, or a better audit trail?
About Intake on Product Hunt
“Secure client requests without the email chase”
Intake was submitted on Product Hunt and earned 0 upvotes and 1 comments, placing #52 on the daily leaderboard. Intake gives firms one secure portal to collect documents, answers, approvals, and signatures without making clients create an account. Your team gets 120 reusable templates for workflows across 12 industries, structured review, password or OTP access, encrypted uploads, and one audit-ready request record. Reeve adds AI help for drafting, metadata-based submission review, and completion summaries where supported.
On the analytics side, Intake competes within Productivity, Business Intelligence and Security — topics that collectively have 656.8k followers on Product Hunt. The dashboard above tracks how Intake performed against the three products that launched closest to it on the same day.
Who hunted Intake?
Intake was hunted by Pio Greeff. A “hunter” on Product Hunt is the community member who submits a product to the platform — uploading the images, the link, and tagging the makers behind it. Hunters typically write the first comment explaining why a product is worth attention, and their followers are notified the moment they post. Around 79% of featured launches on Product Hunt are self-hunted by their makers, but a well-known hunter still acts as a signal of quality to the rest of the community. See the full all-time top hunters leaderboard to discover who is shaping the Product Hunt ecosystem.
For a complete overview of Intake including community comment highlights and product details, visit the product overview.
Pio Greeff