New clients send their details by email and phone, and someone retypes them into a spreadsheet. Describe an intake app to MonstarX, answer its seven planning questions, and get a branded intake form plus a staff list with a status for every client, without writing code.
This lesson needs JavaScript. You can read every step here: MonstarX: Turn New-Client Emails into an Intake Form and Tracker for Accounting & Bookkeeping Firms: the step-by-step guide, or browse all free AI automation tutorials.