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Intake – Client Docs

Intake – Client Docs

ChatGPT plugin by Intake LLC · Collect client docs and forms

Business & Operations v1.0.3 Created Oct 9, 2026 Website ↗ Open in ChatGPT ↗

Data updated · Last checked

Track this plugin
Directory search
#332 of 1,103
Top half in Business & Operations
ChatGPT visibility
32 answers checked · Sign up to see
Category page
—
search only, no category page
Listing score
55/100
leaders average 63

Keyword gaps?Searches where competitors rank and Intake – Client Docs is not in the results.

SearchResultsBest competitorTheir position
insight48InsightfulPipe#1
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Listing check?What to fix in the listing and how much each item adds to the listing score (55/100; category leaders average 63).

  • !
    Put a search term in the name Search rank?Directory search ranks name matches first: 53% of top-3 results have the search term in the name. Searches for a brand name itself are not tracked.
    The name has none of the tracked search terms.
    6 of 20 category leaders do this
    0 / 30
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Try a new name or short description →

In ChatGPT conversations?How often ChatGPT mentions Intake – Client Docs when people ask common Business & Operations questions.

Visibility
In a suggestion card
Answers checked
Mentioned most
ChatGPT visibilitySign up free →

About Intake – Client Docs

For “client”, Intake – Client Docs is #9 of 48 in directory search, and ClientGen Reach holds #1. For “signature” it's #16 of 28 and SignatureKit leads. It doesn't show up for “insight”, where InsightfulPipe is #1.

Intake helps small professional firms (accountants, lawyers, lenders) collect documents, intake forms and e-signatures from their clients.From the plugin’s directory listing

Try asking

@Intake – Client Docs Which of my clients haven't uploaded everything yet?
@Intake – Client Docs Create a request for Jane Smith asking for her 2025 W-2 and a pay stub, but don't send it yet.
@Intake – Client Docs Show me the answers to the intake form on my newest request.

Install it under Settings → Plugins, then type @Intake – Client Docs in a chat.

Competitors?Plugins that show up in the same tracked searches as Intake – Client Docs.

  1. ClientGen ReachClientGen ReachClientGen LLC
  2. SignatureKitSignatureKitBartok Tools
  3. ClientReportClientReportBartok Tools
  4. SignatureAPISignatureAPISuperposition Labs, Inc.
  5. eSignatures.comeSignatures.comeSignatures.com
  6. Client Handover ChecklistClient Handover ChecklistDUOPORE VENTURES PTE. LTD.
  7. Client Keeper Real Estate CRMClient Keeper Real Estate CRMClient Keeper CRM LLC
  8. SyncSignature Email SignaturesSyncSignature Email SignaturesXMomentum Technologies Private Limited

In the directory

Featured page
Not on it
Category page
Search only
Same job
671 notes & docs plugins
Listed since
Nov 3, 2026

Recent changes

  1. New appeared in the directory
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