Structured intake form
New inquiries fill in one form once — the information doesn't get retyped by your team downstream.
Client intake automation
Intake-to-Engagement Build.
A new inquiry comes in, and from there it's five emails, two calls, and the same information typed into three different places before there's a signed engagement.
One structured flow instead — intake form, automatic next step, engagement letter sent for signature.
Get Started →How it works
What's included
Automatic next-step routing
Based on what's submitted, the inquiry moves to the right next step without someone manually deciding.
Engagement letter generation
A draft engagement letter is built from the intake details, ready for review instead of written from scratch.
E-signature & tracking
The letter goes out for signature and you can see exactly where each prospective client is in the process.
RUNS ON YOUR PLAN
Intake-to-Engagement Build
One structured flow from first inquiry to signed engagement letter.
From $197 CAD per month
Included in every Momentum plan.
No contractMonth to month
Optional: we build it for you — White-Glove Setup, $997 CAD one-time.
Structured intake formAutomatic next-step routingEngagement letter generationE-signature & status tracking
Works with your existing engagement templatesNo client portal login requiredCancel anytimeSupport from a real team
Get Started30-day money-back guarantee*.
Built for real workflows
Why local service businesses choose Momentum.
One form, not five emails
Information entered once
Automatic routing
No manual hand-offs
Simple for the client
No account needed
Backed by real people
Calgary-based support
Common questions
Frequently asked questions
A structured intake form, automatic routing to the right next step, an engagement letter drafted from the intake details, and e-signature with status tracking.