Never follow up manually again.
Set reminders, recurring jobs, and alerts once — intakePortal handles the rest. Automate the repetitive operational work so your team can focus on actual client work.
8hrs
Saved per week on follow-ups
0
Missed deadlines from forgotten reminders
100%
On-time client outreach
What's included
When clients have pending items, reminders fire automatically on your schedule — daily, weekly, or custom intervals.
Set how often reminders go out and the maximum number before escalating. Never over-communicate with clients.
GST filings, payroll cycles, annual audits — define the schedule once and jobs create themselves.
When a recurring schedule triggers, a new job is created with all the right document requests and field definitions pre-configured.
Get notified the moment a client submits documents. Your team can start processing immediately.
Automate actions based on job status changes — move to next stage, notify a team member, or update a client.
Real-world usage
Monthly GSTR filings for 60 clients — jobs auto-create on the 1st, reminders fire until documents arrive, you process and deliver.
Recurring monthly payroll intake. Each employee's payslip request goes out automatically on schedule.
Annual compliance checklist jobs created automatically for every registered entity.
Full capability list
Automated reminder emails
When clients have pending items, reminders fire automatically on your schedule — daily, weekly, or custom intervals.
Configurable frequency & limits
Set how often reminders go out and the maximum number before escalating. Never over-communicate with clients.
Recurring jobs (monthly, quarterly, yearly)
GST filings, payroll cycles, annual audits — define the schedule once and jobs create themselves.
Auto job creation from templates
When a recurring schedule triggers, a new job is created with all the right document requests and field definitions pre-configured.
Real-time submission alerts
Get notified the moment a client submits documents. Your team can start processing immediately.
Status-based triggers
Automate actions based on job status changes — move to next stage, notify a team member, or update a client.
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
Never follow up manually again.