Client Intake

Tell us about your firm

It takes about three minutes and helps us come to your discovery call prepared. No generic demos, just a conversation about your setup.

About You

Tech Setup

Pain Points

Goals

Anything Else

01. About You

Full Name

Email Address

Firm / Company Name

Type of Business

How many people are in your firm?

02. Current Tech Setup

What computer do you primarily use?

What tools do you currently use to run your business? (e.g. QuickBooks, Clio, Gmail, Outlook, Calendly, Slack…)

Do you use a CRM or client management system?

Have you tried any AI tools before? (ChatGPT, Copilot, etc.)

03. Pain Points

What tasks eat the most time in your week? (check all that apply)

Email management & follow-ups Scheduling & calendar management Client follow-ups falling through the cracks Reporting & summaries General admin & data entry Research & document review

In your own words. What's the single biggest operational headache in your firm right now?

04. Goals & Budget

What would a successful DeskIQ setup look like for you in 90 days?

What's your budget for the initial setup?

When are you looking to get started?

How comfortable are you with technology on a scale of 1–5?

05. Anything Else

How did you hear about DeskIQ?

Anything else you'd like us to know before the call?