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Replace intake emails and forms with a web appNew clients, set up right the first time.

Paralleon builds intake forms and checklists that collect the right business details once and send them where your team needs them.

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Built for you by Paralleon, in accounts you own.

New client setup

Example · made-up data

Client 0211 · Intake

3 of 4 complete

Company detailsDone
Main contact and rolesDone
Signed engagement letterDone
Prior year summaryMissing

Where the time goes today.What we'd build instead.

Today

Intake details collected over five emails
Missing information found weeks later
The same details typed into three tools

What we'd build

How a build works

Step 1: Free workflow review
Day 0
Step 2: One-page outline
Within 24 hours
Step 3: 10 business days of building
Days 1–10
Step 4: Demo
Day 10
Step 5: Handover
After you accept

Connects with the tools you already use

Google SheetsSpreadsheets
Microsoft ExcelSpreadsheets
GmailEmail
OutlookEmail and calendar
Slack^®Team chat
QuickBooks^®Accounting
XeroAccounting
SalesforceCRM
Procore^®Construction management
AirtableDatabases
NotionDocs and wikis
DropboxFile storage
ClaudeAI models (Anthropic)
OpenAIAI models

Product names are trademarks of their owners. Paralleon is independent and not affiliated with them. Trademarks

Tell us which spreadsheet you want gone.We'll map it with you first, for free.

Start a project Contact sales