Add intake form signups to master client sheets

Your intake form replies sit unprocessed, leaving partial client records that slow onboarding. They become complete client rows in master sheets so onboarding and billing start same day.

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Overview

Intake submissions become full client records automatically so your intake coordinators and billing staff stop doing manual entry and can start onboarding same day. It consolidates scattered form replies into a single master client source, reducing setup friction and missed invoices.