INTAKE

Web Development Intake

Client intake built for web development agencies

Collect complete project briefs through conversation instead of scattered emails and half-filled questionnaires. Your client describes what they need. You get a structured brief with assets, requirements, and context -- before the first meeting.

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The Problem

Every agency knows the pain. The brief is never complete on the first try.

You send a questionnaire. You get back vague answers and empty fields. You schedule a call to fill the gaps. You send follow-up emails for the assets. Two weeks later, you still don't have everything you need to start building.

Requirements scattered everywhere

Project details live across kickoff call notes, Slack messages, email threads, and that one Google Doc from the first meeting. Nobody has the full picture, and when someone finally assembles it, half the information is outdated or contradictory.

Clients don't know what to tell you

Most clients have never scoped a web project before. They know they need a new site, but they don't know you need sitemap preferences, CMS requirements, or third-party integration details. Blank fields on a questionnaire don't help them figure it out.

Incomplete briefs cause scope creep

When the brief misses a key requirement -- member portal, event calendar, multi-language support -- it surfaces mid-build. Now it's a scope change conversation, a revised timeline, and a client who feels like they already told you about it.

Discovery calls that could be async

You're spending 30-60 minutes on calls that are mostly information gathering: who's your audience, what features do you need, what's your timeline. That's time you could spend on strategy if the facts were already collected.

How Intake Solves It

One link. A complete project brief with assets attached.

Conversational project brief collection

The AI agent walks your client through site goals, target audience, feature requirements, and timeline in a natural conversation. When a client says "we need a modern site," the agent asks what modern means to them -- competitor examples, specific layouts, functionality they've seen elsewhere.

File uploads for assets and references

Clients upload brand guidelines, wireframes, logo files, competitor screenshots, and existing content right inside the conversation. No separate file-sharing links, no "I'll send that over later" emails. Everything arrives with the brief, in context.

Intelligent follow-ups on technical requirements

The agent knows to dig into the details that matter for web builds. When a client mentions e-commerce, it asks about payment processors, product volume, and shipping rules. When they mention a blog, it asks about authoring workflow, categories, and SEO needs.

Structured output organized by project phase

You get a clean, downloadable brief organized into the sections your team actually works from: project overview, design direction, content requirements, functionality specs, and technical constraints. Ready for your PM tool or SOW template.

Use Cases

Templates for every type of web project

New website project briefs

Collect everything your team needs to scope and estimate a new website build: business goals, audience profiles, page requirements, content readiness, design preferences, and technical constraints. Clients describe their vision while the agent fills in the gaps.

Website redesign requirements

Capture what's working on the current site, what's broken, and what needs to change. The agent collects screenshots of problem areas, competitor references for the new direction, and specific pain points from different stakeholders.

E-commerce build specs

E-commerce projects need product catalog details, payment and shipping requirements, inventory management preferences, and third-party integrations. The agent systematically covers each area so nothing surfaces mid-development.

Web app feature scoping

For custom web applications, collect user stories, workflow descriptions, role and permission needs, and integration requirements. Clients explain what they need in plain language while the agent translates it into structured feature specs.

Frequently Asked Questions

Web development intake, answered

In many cases, yes. Intake collects the same information you'd cover in a 45-minute discovery call -- site goals, target audience, feature requirements, timeline, and budget -- through an asynchronous conversation your client completes on their own time. Most agencies use Intake to gather the brief before the first call, which means the call focuses on strategy instead of basic information gathering.

Clients can upload PDFs, Word documents, images (JPG, PNG), and plain text files directly in the conversation. This covers brand guidelines, wireframes, logo files, competitor screenshots, existing site exports, and any reference material. Intake parses uploaded documents and organizes the content into the appropriate sections of your project brief.

Intake organizes responses into the sections you define in your template -- typically project overview, goals and audience, features and functionality, content and assets, design direction, timeline and budget, and technical requirements. You download a structured ZIP file with each section clearly formatted, ready to paste into your project management tool or SOW.

Absolutely. You can build separate templates for new website builds, redesigns, e-commerce projects, and web app features. Each template defines its own sections and the AI adapts its conversational approach accordingly. Most agencies create 3-5 templates that cover their core service offerings.

Your client receives a link and has a natural text conversation with an AI agent branded to your agency. The agent guides them through each section of the brief, asking follow-up questions when answers are vague and prompting for file uploads when relevant. Most clients complete the intake in 15-25 minutes. They can pause and return anytime -- the conversation picks up where they left off.

Stop chasing project details. Start building.

Your first intake is free. Build a template for your next web project, send the link to your client, and get a structured brief back in minutes.

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