Client intake that does not depend on manual chasing.
CaltAI collects what is needed, follows up when something is missing, checks readiness, and prepares the handoff so your team starts with the full picture.
What CaltAI handles in client intake.
Not a form builder. Not another checklist. This is the operational run between “new client” and “ready for delivery.”
How the intake run works.
CaltAI follows the same operational loop across use cases: detect, understand, plan, route for approval, execute, and monitor.
Client signs or submits request
CaltAI detects the new client or intake trigger from your CRM, form, email, or payment flow.
Context is gathered
It pulls together the client’s goals, previous messages, submitted assets, deal notes, and required next steps.
Missing pieces are chased
CaltAI drafts or sends follow-ups for missing information, links, approvals, or access based on your rules.
Handoff is prepared
Your team gets a clear intake summary, open risks, and next actions before delivery starts.