Mandatum Intake
Your clients answer a guided questionnaire under your firm's name, and the answers become the draft.
Intake shares its engine with Draft: the same questionnaire, the same review step, the same record of who approved what. It is in development: the first version is built and tested, and every item below carries its status.
What Intake will do
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Client intake portal
In development
Your clients answer a guided questionnaire under your firm's name, on a phone, with save and resume.
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Conditional routing
Planned
Later questions depend on earlier answers; hidden fields and computed answers.
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Hand-off to your practice software
Planned
Completed intakes sent to the case-management tools firms already use.
Shared with Draft
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Guided questionnaires from your templates
In development
Typed questions with conditional visibility, server-side validation and a saved snapshot of every submission. A firm member fills them in the workspace; the visual builder and the client-facing form do not exist yet.
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Recorded approvals
Who approved what, and when, is written to an append-only, hash-chained ledger and anchored off-site every hour.
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E-signature
Planned
Signing in the same flow. Which documents may be signed electronically depends on document and jurisdiction rules our lawyers review.
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White-label with your own domain
Planned
Your firm's name, colours and domain in front of your clients — never ours.