Client Intake Control System for Accountants
Eliminate missed enquiries.
Reduce admin chasing.
Maintain a consistent professional client experience.
The problem
The Leakage in the Intake Process
Most firms do not have a lead generation problem.
They have a lead management problem.
Fragmented Sources
Enquiries arrive via email, WhatsApp, website forms, and phone.
These channels operate independently, with no unified visibility.
Administrative Drift
Qualified partners spend valuable hours managing basic intake tasks rather than advisory work.
Response Delays
In a competitive market, delayed acknowledgement increases the risk of disengagement.
Process Inconsistency
Without a structured control layer, the client experience depends on individual inbox monitoring rather than defined process.
The Control Advisory Intake Framework
Installed in three structured components.
01 Capture
Unified Intake Gateway
All enquiries from web forms, WhatsApp, and email are centralised into a single control view.
No reliance on individual inbox monitoring.
02 Response
Professional, automated acknowledgement via email and WhatsApp.
Ensures consistent response regardless of workload.
03 Control
Dynamic Enquiry Ledger
A central visibility layer for tracking every open enquiry.
Reduces manual chasing and improves oversight.
See How It Works in Practice
A short walkthrough of how the intake control layer operates alongside your existing systems.
Who This is for
UK accountancy and bookkeeping firms
Owner led and partner led practices
Firms handling regular inbound enquiries
How it Works
Installation completed within 7 to 10 working days.
No CRM Replacement.
Operates alongside your existing system.
If enquiry handling relies on inbox monitoring, there is risk.