Smart questionnaires, automated follow-ups, document collection, and world-class eSigning. Convert leads to signed customers without the overhead.
From any source—lead gen, website, referral, or manual entry
Automated follow-up gathers all necessary information
Request and receive files, photos, and supporting documents
Seamless signing experience on any device
Build sophisticated intake flows that gather all the information you need. Conditional logic ensures leads only see relevant questions.
Request documents, photos, IDs, and files directly from leads. Secure uploads, automatic organization, and gentle reminders for missing items.
Retainers, HIPAA authorizations, contracts—signed seamlessly on any device. Probably the single best mobile eSigning experience in the world.
Gather case details, collect medical records and accident photos, sign retainers and HIPAA authorizations—all automatically. Integrates with Clio, Filevine, SmartAdvocate.
From initial inquiry to enrolled student. Application forms, document collection, and enrollment agreements with a seamless experience.
Collect patient history, insurance information, and consent forms before the first appointment. Reduce check-in time dramatically.
Solar, HVAC, home services—gather site information, collect permits, and sign contracts without sending a rep for signatures.
The Automated Intake platform can sit between lead generators and lead buyers, providing a consistent experience for the lead while giving both parties visibility.
See how Accumulated can reduce overhead while improving conversion rates.