Intake
Client intake in the portal
How clients complete intake in your branded portal and how staff see progress on the firm side.
What it is
Configurable client intake completed in the Estate Link client portal, with firm-side visibility into overall progress and section status.
Why it matters
Estate intake is detailed. Completing it in-portal gives families a clearer experience and reduces retyping into your practice system. Staff can see what is done, what is in progress, and when a reminder will help.
What to expect on a demo
We show an intake path from the client perspective and how your team reviews progress and completed information on the firm side.