ClientRock is a simple client intake tool that removes the overwhelm of unnecessary bells & whistles.
Full Concierge Setup
Once you sign up for an account, you have a call with Bryan where he handles the full account setup for you.
Keep clients engaged and on-task with automated fee agreements and non-engagement notices. No more no-shows
Easily integrate with Outlook or Google with a click of a button.
Customizable Intake Forms
With premade templates and an easy form builder, customizing your intake froms is a piece of cake.
Connecting ClientRock with Back Office Betties
Once your account has been fully set up, send us an email at email@example.com and we will walk you through the rest.