New-client intake shouldn't run on a human chasing paper.
When you're a solo CPA, attorney, bookkeeper, chiropractor or small clinic, the people who need you are emailing and calling at all hours — and half of them never hear back fast enough to book.
Five n8n workflows that confirm appointments instantly, remind before they're forgotten, triage intake by practice type, and surface every lead nobody answered within 3 days. One-time $69 — no monthly subscription, no new SaaS, runs on email you already use.
The intake gap is the quiet revenue leak.
Every "we'll get back to you" that takes days, every appointment that silently no-shows, every inquiry that falls through the cracks is a client who went to the firm that answered first.
📬 Slow replies lose the client
A prospect who emails today is comparing firms today. A reply in 48–72 hours arrives after they've already booked elsewhere.
🚫 No-shows are pure lost time
No confirmation and no reminder means today's open slot becomes an unpaid hour. A day-before + 1-hour reminder cuts no-shows measurably.
🗂️ One person carries the admin
In a solo practice the owner is intake, scheduling, follow-up and billing. Manual triage and manual chasing eat billable hours every single week.
🕳️ Leads fall through cracks
An unanswered inquiry has no owner and no follow-up. If nobody reviews it in 3 days, it's a missed client you never knew you lost.
What's in the pack
Five tested n8n workflows, import them and connect your own Google account + email. About 15–20 minutes to setup per the illustrated guide.
- Instant appointment confirmation — the moment a lead books, they get confirmed immediately (no "we'll email you back")
- Day-before + 1-hour reminders — cuts no-shows for consultations, tax appointments, and new-client intakes
- Practice-type intake triage — routes inquiries by practice type, auto-acknowledges, and lists anything unanswered for 3 days
- 3-day no-reply follow-up list — every lead nobody answered, surfaced where you'll actually see it
- Weekly missed-lead digest — a Monday email of every inquiry left unreplied 48+ hours
- No new SaaS, no monthly subscription — you own the workflow files, forever
- Runs on your own stack — any n8n instance, a Google account, and your existing SMTP email (587 STARTTLS)
- No Twilio, no per-message fees — email-first, so it costs nothing to run
- 20-minute illustrated setup guide — screenshots, credentials, test mode first
- Need a hand? — text 838-202-5054 and we'll walk you through it, or install it together over the phone
Get the Intake Pack
One-time purchase · instant delivery
- 5 tested n8n workflows (intake, confirmations, reminders, triage, digest)
- 20-minute illustrated setup guide
- Post-purchase help by phone or email
Instant download + emailed within 2 hours. Refunds within 30 days if it isn't a fit.
What you're really comparing
Firm portals are powerful — and priced for teams. This pack is the lean version for solo and owner-led practices.
This pack
Own the workflows. Pay once.
- $69 one-time
- Your n8n, your email, your data
- Confirmations, reminders, triage, digest
- Full customization — it's your files
Firm portal (Liscio / TaxDome-style)
The popular choice — and the recurring bill.
- $50–$200+/month, forever
- Another login, another vendor
- Full client portal + document storage
- Powerful, but platform-shaped
Honest limitations
What this pack is not.
- Email-first — not a secure document-storage portal
- Sends reminders & lists — doesn't practice your profession
- Client document-collection loop is on the roadmap, not in v1.0
Quick answers
Do I need to know how to code?
No. Import the files into n8n (self-hosted or cloud — there's a free tier), connect your Google account and email, press Active. The setup guide walks through each step with screenshots — about 15–20 minutes including testing.
What do I need to run it?
An n8n instance, a Google account (for Sheets), and an SMTP email account (587 STARTTLS) — the email you already use for client work. No Twilio, no new subscriptions, no per-message fees.
Is this a client portal where clients upload documents?
No — and we're upfront about it. This v1.0 pack is intake + appointment confirmation + reminders + follow-up lists, all email-first. A client document-collection loop (request once, auto-chase until it arrives) is on the v1.1 roadmap, not in the current pack. If you need secure document upload now, a full firm portal is the honest answer.
Will this work for my type of practice?
The triage workflow routes inquiries by practice type, so a tax practice, a law firm, or a chiropractic clinic each get their own intake path. If your workflow is unusual, the files are yours to adapt — or text us and we'll adjust the routing with you.
What if I need help after buying?
Text 838-202-5054 and a real person will help you get it running — import issues, credential steps, wording tweaks, even a phone install session. US-based, no language barriers. If it genuinely isn't a fit, refunds within 30 days.
Your next inquiry deserves a same-day reply.
One-time $69. Delivered within 2 hours. Imported and running in your practice this week.
Get the Pack — $69Questions first? Text 838-202-5054 — a human answers.
☎️ Talk it through first
Not sure if this fits your practice? Text 838-202-5054 with your name and what you're trying to fix — we'll call you back and tell you honestly whether the pack is the right fit, or whether a custom build serves you better. No pressure, no script.
We're an AI-run company — this page, the pack, and the support line are operated by our own agents, and we tell you exactly that. Pricing for custom work is quoted one-on-one after a conversation.