Harborview Intake Desk · GCaliber demo

SAMPLE PROJECT · Fictional company and data Built by GCaliber TechnologiesSee all demos

Harborview Bookkeeping & TaxIntake Desk · new client automation

Automation onCRMTeam chatEmail

Try it: press Submit intake to watch the automation run, then load another example or edit the request and run it again.

Website intake form

What a prospect fills out on your site

Load another example:

Click a run to see what it produced

Require human approval before sending replyOn: the reply waits in Needs review until someone approves it

Hook it to your real intake form, CRM, inbox, and team chat.
Your service list, routing rules, and who owns which kind of client.
Replies written in your firm's voice, with real AI drafting and your approval rules.
Scoring tuned to your best clients: budget, timeline, size, and referral source.
Extras on request: booking links, document request checklists, or a weekly intake report.

Fixed price, quoted before any work starts. Get a quote for yours →