Client intake that actually listens
Stop losing information to rigid forms. VERITY uses AI to have real conversations with your clients, then delivers complete, verified summaries.
Expert templates for your industry
Don't build from scratch. Our templates are designed by domain experts who know exactly what questions matter for your practice.
Legal
Employment law, personal injury, family law intake
Wellness & Healthcare
Functional medicine, therapy, patient history
Technology
Software discovery, project scoping, requirements
Creator Economy
Brand deals, sponsorships, collaboration briefs
Don't see your industry?
Upload your own intake form →From link to complete intake in minutes
No training required. No complex setup. Just send a link.
Send the Link
Choose a template, enter client info, and share a secure link. Takes 30 seconds.
Client Has a Conversation
Your client tells their story naturally — typing, voice, or uploading documents. AI asks smart follow-up questions.
Get Complete Summary
Receive a structured summary with every fact cited to what the client actually said. Export to your systems.
Your clients share however they're comfortable
Text, voice, or files — VERITY processes everything and extracts what matters.
Not just another form builder
Forms lose information. Clients don't think in checkboxes. VERITY captures the full story — including the details they didn't know were important.
Every Fact Cited
Nothing is assumed. Every extracted fact links to the exact words your client used.
English & Spanish
Clients choose their language. You receive the summary in yours.
Any Input Format
Voice recordings, photos, videos, PDFs, medical records — everything gets analyzed.
Ready to transform your intake process?
Join hundreds of professionals who capture better information in less time. Start with our expert templates or upload your own.
No credit card required • 14-day free trial • Cancel anytime