Intake – Client Docs
Intake LLC v1.0.3
Collect client docs and forms
Competitor profile
Developer declarations; not independently tested. Listing last checked Nov 4, 2026. Package observed Nov 4, 2026.
Declared capabilities
- List clients and requests
- Draft and send document requests
- Read uploaded documents' status
Cost & access
This plugin does not sell products or process payments. Payment tools and payment records are not available to ChatGPT.
Declared limitations
- Do not trigger for unrelated general questions.
- Do not trigger for writing tasks that don't involve Intake data.
- Do not trigger for files stored in other services.
Onboarding example
Which of my clients haven't uploaded everything yet?
Description
From the marketplace listing
Intake helps small professional firms (accountants, lawyers, lenders) collect documents, intake forms and e-signatures from their clients. From ChatGPT you can see which clients are still missing documents, draft a document request with a checklist and forms, send it to the client's secure portal, review what they uploaded, read submitted form answers, and manage multi-party deals and reusable templates. Sending a request emails the client, so ChatGPT confirms before sending. Answers a firm marks sensitive, payment records and document contents are never returned to ChatGPT.
Language: English · Automatically detected from descriptions.
Changes
No changes recorded yet. Follow this plugin to keep track of future changes.
First seen Nov 4, 2026. Last seen Nov 4, 2026.
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Keywords
Files & skills
File archives
Release notes
Initial release: list clients and requests, draft and send document requests, check uploads and read submitted form answers. Payment records, document contents and answers a firm marks sensitive are never returned to ChatGPT.
Declared in the saved package. Remote tools may change independently.
Package details
Publisher declarations from the archived package. These are separate from our research and the live service's terms.
- Package author
- Intake LLC
- Keywords
- See keywords
- Commerce declaration
- Does not support commerceThis does not establish whether access is free or paid.
- Review scenarios
- 5 positive · 3 negativeScenario counts, not test results.
Declared capabilities
- List clients and requests
- Draft and send document requests
- Read uploaded documents' status
- Read submitted form answers
- Manage deals and templates
Package observed Nov 4, 2026.
Technical details
- First seen
- Nov 4, 2026 · 00:00 UTC
- Last seen
- Nov 4, 2026 · 06:00 UTC
- Collection status
- Collected
plugin_asdk_app_6ac92858ecd8819191a2cd698939b98f
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