Client intake services for IT & MSPs

Company and sites with access hours, primary and secondary contacts, the list of approvers for changes and new users, user directory with roles, ISP and circuit details, domain registrar and DNS host, Microsoft 365 or Google Workspace tenant details, existing licenses and renewal dates, backup and security tools, line-of-business applications and their vendors, printers and network devices, and any compliance obligations such as HIPAA. The specialist collects these in your order and records them in your documentation tool.

Never by email or chat. The specialist asks the client to enter credentials directly into your documentation tool or password manager through a secure invite, or to share them over a verified call that is recorded into IT Glue immediately and not written anywhere else. The specialist works on a managed device with MFA and no local storage, and access to the client's entry is removed once onboarding completes if your policy requires it.

Yes, and it prevents most onboarding tickets from bouncing. The specialist confirms the request with a named approver, collects role, manager, start date, applications, groups, hardware and any special access, and only then opens the ticket for your technician or onboarding assistant with every field complete. Leaver requests follow the same approval rule with a phone confirmation for urgent cases. The client sees one contact for the whole process.