The intake layer your customers actually finish.
Upload-first. AI-understood. Status-aware. Routed straight into Clio, Encompass, Applied Epic, Epic, or your custom system of record. Stop losing customers in the paperwork between the handshake and the work — because the speed of your intake is the speed of your revenue.
Built for law firms, mortgage brokers, insurance agencies, medical practices, and B2B SaaS onboarding where intake is the last mile.
Intake is where your business goes to die.
Every step of manual customer intake is an off-ramp — every “we still need one more thing” email is a customer reconsidering. Law firms, mortgage brokers, insurance agencies, and medical practices all run intake in email threads and shared Dropbox — and lose revenue in the gap between handshake and work.
Your pipeline leaks where you cannot see it
Today’s intake rarely becomes tomorrow’s, and field-level drop-off is invisible in email.
Email and Dropbox are not an intake pipeline
PDFs in iMessage, policy IDs in subject lines, Docusign buried three threads deep.
Your team’s speed is your company’s ceiling
Matter, underwriting, policy, patient — every flow ends in a human typing between tools.
Nothing reaches Clio, Encompass, or Epic clean
Intake lives in folders; the system of record lives elsewhere. A human types the bridge.
Structured, status-aware, routed — built for the work downstream.
Customers drop what they have. We understand it, validate it, fill in what’s missing, and push structured data straight into the system of record your team already lives in. Customers see status. You see throughput. Your back office stops chasing.
One upload — everything extracted and schema-mapped
Customers drop files from desktop or phone. Utility bills, IDs, insurance cards, W-2s, 1003 declarations, engagement letters, ACORD 125/126/127, HIPAA NPPs — all parsed, mapped to your schema, and returned as structured data with confidence scores and source references.
Missing data surfaced in the same session
We know what a complete matter / loan / policy / patient packet looks like. If it isn’t, we ask for the missing pieces before the customer leaves — not three days later via email. Validation happens at source, not at submit.
Real-time status for customer and team
Shared dashboard for every submission. No more “did you get my docs?” or “is anyone working on this?” threads. Your customer, paralegal, loan officer, CSR, or nurse all see the same source of truth — who submitted what, when, what’s outstanding, what’s next.
Structured output straight into your system of record
Clio, PracticePanther, MyCase, Smokeball, Lawmatics. Encompass, LendingQB, Byte. Applied Epic, AMS 360, Hawksoft. Epic, athenahealth, Practice Fusion. Salesforce, HubSpot, custom backends. Normalized JSON on your schema — or native integrations for the big ones.
From a photographed form to a matter the paralegal trusts.
A client photographs the intake sheet on their own couch. The firm opens the matter with every field already placed, conflict-checked against the CRM, and ready for engagement-letter generation.
From first touch to system-of-record, without the email threads.
Intake sits at the exact moment your customer decides to actually move forward. We take the friction out of the gap between “yes” and “started.”
Today Inbox Intake
- “Send me a few things and we’ll get started”. Email lists 6 items. Client sends 3. Two photos. One PDF. One from a spouse’s email. Names don’t match. Client goes quiet for a week.
- Follow-up email round 1–3. Paralegal, LO assistant, CSR, or front-desk staff chases the missing items. Client gets annoyed. Re-sends the same utility bill. Still no driver’s license.
- Ops manually retypes everything. Into Clio’s matter intake. Into Encompass’s 1003. Into Applied Epic’s ACORD fields. Into the EHR patient record. 1–4% error rate.
With Intake Upload Layer
- Hosted intake URL, widget, or API from day one. Customer gets a single branded link or widget. Mobile-first. Upload-first. No login friction. Guided by what’s still missing — never asking for what they’ve already sent.
- Documents extract and fields auto-populate. Utility bill → address; W-2 → income; driver’s license → DOB + name; insurance card → carrier + member ID. Mapped directly to your intake schema.
- Completeness validated before the session ends. Missing 1003 Section 9? HIPAA signature absent? Conflict-check form incomplete? Flagged in-session. Resolved while the customer is still engaged.
Runs with the systems of record your customers already run.
We’re not here to replace Clio, Encompass, Applied Epic, or Epic. We make sure the data that belongs in them actually gets there — clean, structured, and audit-trailed.
Intake is configured in hours, not months. Native integrations for the biggest practice management, LOS, agency management, and EHR systems. REST and webhook for everything else. Conforms to ABA Model Rule 1.2 engagement documentation, URLA 1003 / Fannie Mae guidelines, ACORD forms, and HIPAA Privacy / Security Rules where applicable.
Grounded in the practice, origination, underwriting, and clinical frameworks your compliance teams already require
What operators at law, mortgage, insurance, and medical firms ask.
What kinds of businesses is this for?
Any operator where customers send documents to get started: law firms (client intake, conflict check, engagement, matter onboarding), mortgage brokers and lenders (URLA 1003, supporting docs), insurance agencies (ACORD apps, policy inception), medical practices (HIPAA NPP, patient intake, insurance verification), professional services (bookkeeping, CPA firms), government programs (Medicaid, housing), and B2B SaaS onboarding. If you live in email threads and shared Dropbox folders today, this is for you.
How do customers actually use it?
A hosted intake URL on your branded subdomain, an embedded widget on your website, or an API endpoint your existing portal calls. They upload on desktop or phone. We handle extraction, validation, completeness checks, follow-up, and status — your customer just needs to send documents.
Which system-of-record integrations are supported?
Native: Clio, PracticePanther, MyCase, Smokeball, Lawmatics (legal); Encompass (ICE), LendingQB (mortgage); Applied Epic, Vertafore AMS360, HawkSoft (insurance agency); Epic, athenahealth, Practice Fusion (medical). Plus Salesforce, HubSpot, Zapier, and native webhooks. Where we don’t have a native connector, normalized JSON on your schema hits your endpoint — so any system-of-record you use can consume it.
Can we white-label this under our firm brand?
Yes. Branded subdomain, branded email from your domain, logo in the intake UI, your firm’s disclosure text, your custom engagement language. Your customers see your brand, not ours.
What about bar rules, HIPAA, TRID, and state agency regs?
The intake captures and timestamps engagement letters under ABA Model Rule 1.2, produces URLA 1003 with TRID-consistent disclosure timing support, delivers HIPAA-compliant Notice of Privacy Practices acknowledgments, and adapts to state-level agency rules. Compliance posture is deployed per-vertical.
Does this replace our intake forms or our practice management?
No. Intake replaces the email thread and the ad hoc Dropbox — the unstructured layer. Your practice management, LOS, AMS, or EHR stays the system of record. We just make sure the data that belongs in them gets there complete, structured, and validated.
Intake that scales with you.
Walk us through your current intake in 30 minutes — we’ll come back with fit, the first checks we’d encode, and a pilot scope within two business days.
Tell us your vertical, what docs your customers send, and your system of record. Prioritizing high-volume operators whose growth is blocked by intake capacity, not sales capacity.
Request a walkthroughOr email us directly at join@packetupload.com