AE Partners · Client intake
Collect client information without the back and forth.
Build an information request, send the client one secure link, and watch answers and documents arrive. No client accounts, no email attachments, no chasing.
● Secure single-use links · Autosave · No client logins
1 secure link per request
14 days a link stays valid
25 MB per document
0 client logins
01
Request
Build a request from fields and document asks, pick the client, set a due date.
02
Send a link
The client gets one secure link by email. No login, answers save automatically.
03
Review & approve
Submissions lock for review. Approve them, or reopen if something's missing.
Everything an information request needs
Secure by design
Every link is a single-use, expiring token. Nothing to remember, no password to leak — the client just clicks and fills.
expires in 14d
Autosave, always
Answers save the moment a client moves on. Leave mid-request, pick up later.
Document uploads
PDF, Word, Excel, CSV, images, ZIP up to 25 MB — attached to the right field.
Sectioned requests
Group fields into sections, with live per-section progress for the client.
Reusable templates
Turn any request into a template, then start new ones in a click.
Review & approve
Submissions lock automatically. Approve, or reopen if something's missing.
Ready to send the next request?
Sign in to build one from scratch or start from a saved template.