How to Organize Client Details Without a Messy Inbox
Organize client details with one record per client, a consistent naming rule and a clear distinction between requests, decisions and files.
Client Intake
Client intake is the first form in the relationship; these guides focus on questions that change the next decision.
Client intake is the first form in the relationship; these guides focus on questions that change the next decision.
How to Design a Client Intake Form
Design a client intake form around the next decision: contact details, context, constraints and a clear next step, with every field justified.