MagicIntake automatically classifies, organizes, and tracks every document your team collects — across staff, clients and contractors. Set up in minutes, not months.
Limited spots. First 100 get an exclusive launch offer.
Replace spreadsheets, shared drives and email chains with one structured intake system that scales with your org.
MagicIntake reads the content, identifies the document type, extracts key fields, and files it in the right folder — in seconds.
Staff, providers, clients, vendors — each with their own required docs.
Automated email reminders at 14, 5 and 3 days before anything expires.
Documents are stored encrypted on Supabase and transmitted over TLS. Role-based access controls on every action.
Invite anyone by email — no account required for submitters. Download approved documents individually or in bulk. More integrations on the way.
Email when a document is approved, rejected (with reason), or about to expire. You're in control of who gets what.
Four steps to replace manual document chasing with a system that runs itself.
Create any role your org needs — staff, providers, clients, contractors. Each gets its own permissions and documents to submit.
Define which docs each role must submit. Mark as required or optional. Flag credentials that expire and track them automatically.
Each person gets a secure portal showing exactly what's needed. They upload everything at once — MagicIntake classifies each file automatically.
Approve with one click, or reject with a written reason the submitter sees instantly. Expiring credentials trigger reminders automatically.
Teams using MagicIntake spend dramatically less time chasing paperwork.
Pre-built templates and compliance-ready workflows for the documents your team actually collects.
Onboard RBTs and BCBAs, track certifications, and collect client authorization documents from one portal.
Learn moreReplace email threads with a secure client portal for IDs, discovery documents, signed engagements and retainers.
Learn moreCollect policies, COIs, I-9s and tax forms. Track expiring credentials automatically and keep everyone compliant.
Learn moreWe used to spend hours every week chasing clients for missing documents. With MagicIntake that time went to zero — and the client portal just works.
Start free, upgrade anytime. Every plan includes AI classification and the core intake workflow.
Join the teams replacing spreadsheets and email threads with a structured intake system that runs itself.
No credit card · 30 free classifications / month · Setup in under 5 minutesBe first to experience MagicIntake when we launch in June. The first 100 signups get an exclusive launch offer.
We'll email you the moment MagicIntake is live. In the meantime, follow us on Instagram @magicintake for updates and content.