Intake

About

Intake provides companies with a single secure portal to gather documents, responses, approvals, and signatures, eliminating the need for clients to set up an account. Your team receives 120 reusable workflow templates spanning 12 industries, along with structured review processes, access via password or one time passwords, encrypted uploads, and a unified request record prepared for audit. Reeve supplements this with AI assistance for drafting, reviewing submissions based on metadata, and generating completion summaries where available.