Professional Services template
Client intake room
Requirements, forms, documents and next steps, as one link the people you send it to can explore, ask questions in and act on.
A live example
Built with WZRD from fictional material (Tax onboarding for new clients). Explore it and ask its agent anything.
What's inside
Client intake: what we need, the forms, document upload and the next steps, with help along the way. WZRD AI fills these tabs from your material.
Welcome
Getting started and What we needForms
Your detailsDocuments
Upload documentsNext
What happens next and QuestionsIts AI agent: Intake assistant
Guide the client through the intake: what's needed, how to fill each form, which documents. Fill forms with them as they answer.
Who it's for
- Made by Law Firm, Accounting Firm, Architect and Advisory Firm
- For prospective client, active client, client executives and project stakeholders
- In Legal, Accounting, Architecture and Advisory
When to use it
- Before engagement: a Law Firm sends it to the prospective client
- At intake: a Accounting Firm sends it to the active client
- During active work: a Architect sends it to the client executives
- Before key decision: a Advisory Firm sends it to the project stakeholders
- At closeout: a Law Firm sends it to the prospective client
What WZRD needs
- Service brief + credentials
- Assessment + recommendations
- Or just a sentence describing it
Start from this
Use the template, add your material, then change anything.
Create a client intake room for Legal before engagement, using my service brief + credentials.
Questions
What is a client intake room in WZRD?
Requirements, forms, documents and next steps, as a live room instead of a static file: people open one link, explore it, ask its AI agent questions by voice or text, and take the next step there. It is built on WZRD's Projectroom.
What do I need to make one?
Usually service brief + credentials and assessment + recommendations. A sentence describing what you need is enough to start; files, links and notes make it specific.
Who is it for?
It is made by Law Firm, Accounting Firm, Architect and Advisory Firm, for prospective client, active client, client executives and project stakeholders.
Can I change it after it's made?
Yes. Edit anything in the editor or ask WZRD AI in plain words: the theme, the tabs, the blocks, the agent, the actions.
Can ChatGPT or Claude make it for me?
Yes. With WZRD connected, ask for it in your own words, for example: "Create a client intake room for Legal before engagement, using my service brief + credentials." WZRD finds this template and builds the room.
Also for
Let's make a room
Describe what it's for or drop in a file. No sign-up needed to start.