Agents › Operations
HubSpot Client Intake Agent
When a new client signs, it gets your intake form to them, sets them up in HubSpot and Financial Cents, and builds their project and task list the same day. New clients start without anyone on your team setting them up by hand.
15 minutes. You'll see how it would run at your business, the hours it frees up and what it costs.
- ✓Sends the intake formwhen they sign
- ✓Sets up the client in your CRM and project toolsame day
- ✓Builds the folder and task listsame day
New clients start without anyone setting them up.
HubSpot
Jotform
Financial Cents
GmailHow it works
The agent does the job from start to finish, on its own schedule. Your team talks to it in Slack or Teams.
Starts when a client signs
When a deal moves to won in HubSpot, it reads the client's contact and company details.
Gets the intake form out
It emails the new client your Jotform intake form from your inbox, set up for the services they signed for.
Reads the answers
When the client sends the form back, it reads their answers and the files they uploaded, and spots anything left blank.
Sets up the client
It adds the answers to the client's record in HubSpot, and adds the client and contacts in Financial Cents.
Builds the project and task list
It builds the client's project from your template in Financial Cents, with the tasks, due dates and owners your process calls for, plus the client folder you use.
Tells your team
It adds a note and a task in HubSpot so the client's lead knows the setup is done and what is still missing.
What you get
The form, the records and the task list are in place the same day, not next week.
Nobody types the same client details into your CRM and your project tool.
Your template is used each time, so no step gets skipped.
What this looks like at your business
Intake form sentThe intake form goes out as soon as the deal is won.
Designed for accounting and bookkeeping firmsClient set upClient details added to HubSpot and Financial Cents from the form.
Designed for accounting and bookkeeping firmsTask list builtEach new client gets a project with tasks, due dates and owners.
Designed for accounting and bookkeeping firmsBuilt for your company
Your version, set up around how you work
No two businesses run this job the same way. Your HubSpot Client Intake Agent follows your process, your rules and your software, not a template.
The form for each service, the tasks for each type of client, and what has to be in before work starts.
Your intake form, your questions and your welcome note. The agent uses your form, it doesn't write a new one.
HubSpot, Jotform and Financial Cents today. If you use Karbon, TaxDome or another form tool, your version works there.
The owner, the manager or the staff member your process names, by service or by client size.
Works in the software you use
You make the key in your own accounts. Nothing to install on your computers.
Part of a team of agents
Agents pass work to each other, so a job keeps moving without someone on your team handing it along.
Checks the open tasks and due dates the Intake Agent set up every morning, and flags late work to the owner.
Late work gets caught before the client asks.
See this agent →
Checks finished work against each client's plan and builds the invoice, starting from the client the Intake Agent set up.
Bills go out on time, and late payers get caught.
See this agent →Reads the client file and builds documents from your template, once the Intake Agent has the client's details in.
Days of building becomes a review.
See this agent →Built for
Book a 15-minute call
Get your version of the HubSpot Client Intake Agent
Bring how your team does this job today. In 15 minutes you'll know how your version would run, the hours it frees up and what it costs.
Questions about the HubSpot Client Intake Agent
Is my customers' information safe?
Yes. The agent reads only the client details and form answers it needs, in your own HubSpot, Jotform and Financial Cents accounts. Client details never go into public AI. Agents connect to AI through business-grade connections audited under SOC 2.
Will it change my client records?
It adds new clients and fills in their details from the form. It doesn't delete records or change clients you already have.
Can it follow our intake steps?
Yes. Your version uses your forms, your templates and your rules for each type of client. We set that up with you after the call.
Which Financial Cents plan do I need?
The Scale plan, which includes API access. The firm owner makes the token.
Can I turn it off?
Yes. Delete its keys in HubSpot, Jotform and Financial Cents and the agent loses access right away.
What does it cost?
You get the price on the call, along with the hours it saves your team.