AI-Agents for Intake working with Google Drive
Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.
Send complete client welcomes and flag missing intake details.
Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.
24 toolsHand off every submission from the closed intake window in one CSV.
Get a downloadable CSV after your form closes, with the entry count in its name and missing answers and possible repeats flagged for review.
28 toolsMatch photographed submissions to cases and add their transcripts.
Your reviewers get text from submitted page photos beside the right cases and can spot words that need a closer look.
12 tools
