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. Which signing tool it uses is settled during scoping, and any third-party signing cost is yours, not ours to bundle.
INCLUDED WITH CORE
Intake-to-Engagement Build
One structured flow from first inquiry to signed engagement letter.
From $397 USD per month
Included with Momentum Core ($397 USD/month) and Growth.
No contractMonth to month
Optional: we build it for you — White-Glove Setup, $997 USD 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*.
Your plan fee covers the software. Texts, calls, and emails are billed as you use them at pay-as-you-go rates — about three cents a text and a fifth of a cent an email, plus $5/month per phone number. Every new account starts with a signup credit ($10 on Lite, $25 on Core, $50 on Growth). Prices in USD, exclusive of tax.
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.