Financial professionals
You assemble the numbers, then someone re-keys them anyway.
Run the intake for a client once and hand over a signed package their funder can verify, instead of a spreadsheet that gets retyped downstream.
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What you can do today
Intake works today and a practice can run it for a client. There is no multi-client workspace: each client organization is its own tenant, so you switch between them rather than seeing a book of business in one view.