All packages
Client Intake — Annual Service
Keeps your Client Intake system running for a year: hosting and infrastructure, security updates, uptime monitoring, backups, and fixes if something breaks. This is upkeep only. Content changes, new form fields, new rules, new integrations, and new features are quoted separately, so the yearly fee stays the same for everyone and does not creep.
What's included
- Hosting and infrastructure
- Security updates
- Uptime monitoring
- Automated backups
- Critical bug fixes (system not working)
- Data export on request
What happens next
- 1Secure your package and tell us where to reach you.
- 2We confirm scope and start date by email within one business day.
- 3You follow progress online and review at each milestone.