Make it work your way.
From workspace branding to custom terminology — configure intakePortal to match how your firm operates, looks, and talks to clients.
100%
Client-facing white-labeling
∞
Custom workflow stages
Your brand
On every client touchpoint
What's included
Replace default statuses with the exact stage names your team uses. Complete, In Progress, Pending Client, Under Review — you decide.
Call them 'Jobs', 'Projects', 'Matters', or 'Engagements' — the platform uses your language throughout.
Add your logo, set brand colors, and use a custom domain. Clients see your firm, not a generic portal.
intake.yourfirm.com instead of app.intakeportal.io. Available on Growth plan and above.
Set workspace timezone, date format, and regional preferences. Deadlines and timestamps reflect your location.
Configure which events trigger notifications and for whom — by role, by event type, or by job assignment.
Real-world usage
Client portal shows firm logo, firm colors, firm domain — clients feel they're interacting with you, not a third-party tool.
Rename 'Jobs' to 'Matters' across the entire workspace to match legal industry terminology.
IST timezone, DD/MM/YYYY dates, and INR currency displayed everywhere relevant.
Full capability list
Custom workflow statuses
Replace default statuses with the exact stage names your team uses. Complete, In Progress, Pending Client, Under Review — you decide.
Terminology customization
Call them 'Jobs', 'Projects', 'Matters', or 'Engagements' — the platform uses your language throughout.
Workspace branding
Add your logo, set brand colors, and use a custom domain. Clients see your firm, not a generic portal.
Custom domain
intake.yourfirm.com instead of app.intakeportal.io. Available on Growth plan and above.
Timezone & locale settings
Set workspace timezone, date format, and regional preferences. Deadlines and timestamps reflect your location.
Notification preferences
Configure which events trigger notifications and for whom — by role, by event type, or by job assignment.
Start a 14-day free trial. No credit card required. Your team can be up and running in under 2 minutes.
14-day free trial · No credit card · Cancel anytime