The problem
“Your clients email you. Text you. WhatsApp you. Then ask why nothing got done.”
When requests come in over five different channels, things fall through the cracks — not because you're disorganized, but because there's no single place to look. Intake is that place.
How it works
Three steps. No onboarding call.
Share a link with your client
Get a unique link for your workspace. Send it over email, WhatsApp, or text — wherever you already talk to clients.
Client submits a request
They enter a title, describe what they need, and optionally attach a file. No account, no password, no friction.
You see everything in one place
Every open request lands in your dashboard. Reply, ask for more info, and mark it resolved when done.
Who it's for
If clients send you things, this is for you
Documents, briefs, requests — Intake gives them one place to do it.
The solo accountant
Tax season means chasing dozens of clients for receipts, statements, and signed forms across email and WhatsApp. Share one Intake link instead — each client submits their documents in one place, and you work through them from a single dashboard.
The small agency
Every new project starts with a scramble for brand assets, briefs, and logins. Send the client an Intake link at kickoff — they drop everything in one submission, so the project starts with all the inputs in hand instead of a week of back-and-forth.
The freelance consultant
You need context and files before you can start, but clients forget half of it. One link collects the request, the details, and the attachments up front — no repeated “can you also send…” emails.
Pricing
Simple plans that grow with your team
Start solo, move to Team when you bring people on. No setup fees, no contracts, cancel anytime.
Solo
For independent professionals
$19
/mo
₹1,499/mo in India
- ✓1 user
- ✓Up to 3 workspaces
- ✓Unlimited client requests
- ✓Shared submission link
- ✓File attachments
- ✓Email notifications
Team
For agencies and growing firms
$39
/mo
₹2,999/mo in India
- ✓Everything in Solo
- ✓Up to 10 users
- ✓Unlimited workspaces
- ✓Roles and permissions
- ✓Assign requests to teammates
- ✓Priority support
FAQ
Frequently asked
questions
Do my clients need to create an account?
No. Clients submit requests through a shared link — no signup, no password, no friction. Just a form.
Can I have multiple workspaces?
Yes. You can create multiple workspaces — one per team, client type, or business unit. Each gets its own submission link.
What file types can clients attach?
Clients can attach PDFs, Word docs, Excel files, CSVs, and images (PNG, JPG). Max file size is handled gracefully.
Will I be notified when a request comes in?
Yes. You get an email notification every time a client submits a request, with a direct link to view it in your dashboard.
How much does Intake cost?
Intake is a monthly subscription. Solo is $19/mo for one user, and Team is $39/mo for up to 10 users with roles and assignments. Cancel anytime.
Do you have pricing for India?
Yes. Regional pricing brings it to roughly ₹1,499/mo for Solo and ₹2,999/mo for Team, applied automatically at checkout.
What happens if I lose my license key?
Check your Gumroad receipt email, your license key is in there. If you need help, email samveg@metronometech.com.
Stop losing requests in the noise
One link. Every client. Every request. All in one place.
Built for accountants and small agencies.
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