The client intake software agencies actually finish projects with.
Send a smart link. Client answers guided questions. AI turns their answers into a polished brief and proposal draft — before you've even had a chance to follow up.
No credit card required.
What most agencies use instead
- • 8-page Google Forms that clients abandon halfway through.
- • Endless email threads where requirements get buried.
- • WhatsApp voice notes you have to transcribe before you can scope.
- • Typeforms that look nice but produce no usable output.
It doesn't work. The brief is either half-empty or contradictory, and you spend the first two weeks of the project filling gaps.
How ScopePilot's intake is different
- • Adaptive questions per project type — web, e-commerce, brand, SaaS, mobile, campaign.
- • Mobile-friendly, progress-saving, branded with your logo and colours.
- • AI generates a 10-section brief from the answers, automatically.
- • White-label client experience on Pro and Team.
- • Proposal draft generated alongside every brief.
Why agencies switch
Adaptive intake
Questions change based on project type so clients only see what's relevant.
AI-generated brief
10 sections, ready to read, in under 10 minutes of client time.
White-label
Your logo, colours, and domain. Clients never see ScopePilot branding.
Proposal draft
Built from the brief automatically. You edit the numbers, not the words.
Integrations
Push briefs to Notion, Slack, Google Drive, Monday, Trello, HubSpot, ClickUp.
AI add-ons
Competitor scan, mood board, scope estimator, budget check — all included.
ScopePilot vs the alternatives
| Feature | ScopePilot | Google Forms | Typeform | Generic intake |
|---|---|---|---|---|
| Fast setup (<10 min) | ||||
| AI brief output | ||||
| Proposal draft | ||||
| White-label | ||||
| Agency integrations | ||||
| Built for agencies |
What agencies say
“We replaced our 8-page Google Form with ScopePilot. Brief completion rates went from 40% to over 90% — and the briefs are usable.”
“It's the first intake tool that produces something we'd actually hand to a designer. Saves us a full half-day per project.”
“Clients tell me ScopePilot makes me look more organised than agencies twice my size. Closes deals faster.”