Frontier Smart Intake
Turn a new customer into a complete file, automatically.
The problem
Every new customer means collecting the same information and documents — contact details, agreements, ID, insurance, intake forms — usually over email, texts, and phone calls, with something always missing.
Who it's for
Businesses that need structured information or documents from every new customer before work can start.
How it works
- 1A new customer signs up, books, or is added to your system
- 2Frontier sends a guided intake request for exactly what's needed
- 3Submitted information and documents are checked against your requirements
- 4Missing items trigger an automatic follow-up request
- 5Complete intakes are organized and pushed into your CRM or job system
- 6You're notified the moment a new customer's file is complete
What's included
- Automated intake request and reminders
- Structured data and document collection
- Completeness checking with automatic follow-up
- Intake-to-CRM record creation
- Document filing and organization
Connects with
- CRM (or ours)
- Cloud storage
- E-signature tools
- SMS/email
Every Frontier automation includes human override and escalation paths. Sensitive actions run through approval steps where appropriate.
See It In Action
New customer file — completed
Sample output — illustrative, not from a live account.
Download the full spec sheet (PDF)
Everything about Frontier Smart Intakein one document — how it works in detail, what's included, what it connects with, and exactly what you'd need to connect it.
By submitting this form, you'll receive occasional marketing emails from Frontier Business Services. Unsubscribe anytime.
Works well with
See if Frontier Smart Intake fits your business
Start with a free Automation Assessment — no obligation, no pressure.