Client intake, finished

Stop chasing documents.

IronGate collects client files, answers, and signatures—then tells your office when everything is ready.

Request launch access See how it works

Your brandOne client checklistOnly completed files count

✓ABC Insulation

My client file3 items left

↥

Upload electric bill

Photo or PDF

+

Add landlord details

We’ll contact them

✎

Sign authorization

Review and sign online

Ask IronGateWhat counts as a current bill?

IronGate · ApplicationsABC Insulation

✓ Ready

Sarah Green

10 Main Street · Client file

Property detailsAccepted

DocumentsAccepted

AuthorizationAccepted

Review Download

Client file readyEvery required item is accepted.

Built for document-heavy contractor work

Branded client experienceDocument validationOnline signaturesOnly completed files count

How it works

One clear path from first call to all done.

Your client always knows what to do next. Your office sees the final result.

Manual controls. No autoplay.

Step 1

Start with a conversation.

A client calls the information line, gets clear answers, and starts with one simple question: “What is the property address?”

IronGate information lineConnected

☎

Hi. I can help you get started. What is the property address?

10 Main Street, Monsey, NY

The work nobody wants

Your team should not be the reminder system.

IronGate handles missing files, corrections, signatures, and follow-up. Your office sees what needs review—and gets the finished result.

RESULT

Client file ready.

Every required item is accepted. Review, download, or continue the job.

8 / 8Items accepted

0Open client actions

ReadyOffice status

Backend validation

Collected is not complete.

IronGate checks each item against your rules before it counts.

Received→Checking→AcceptedorNeeds a fix

Blank, incomplete, expired, and rejected items are filtered before the client file is ready. Uncertain items go to your review queue.

×

Blank or unreadableNeeds a new photo

!

Missing pages or fieldsIncomplete

↻

Expired documentUpdate required

?

Wrong documentNeeds review

✓

Meets your rulesAccepted and counted toward completion

Core product

Everything the client needs. None of the chase.

A polished front door for the client. A focused operating view for your office.

1

Your brand, front and center.

Clients see your name, colors, and support details.

Brand name · colors · support

2

The list moves with the job.

Add a form. Remove a step. Ask for a new signature. IronGate shows the client what changed.

Added · changed · no longer needed

3

One action center.

Files, answers, signatures, corrections, and status in one place.

Done · missing · waiting · needs a fix

4

Sign online.

Send forms to clients, landlords, managers, contractors, or other signers.

Secure link · timestamps · completed copy

5

The right person gets the task.

Your client adds the landlord, manager, helper, or signer. IronGate handles the instructions and follow-up.

You stay out of the middle

6

Fewer messages. Better follow-through.

IronGate bundles open work, respects timing, and stops reminders when the work is done.

3 actions · 2 client files · 1 notice

Relationship relief

Keep the relationship. Lose the chase.

Paperwork can make good clients feel like a problem. IronGate handles the nudges, corrections, and signatures, so your team can stay helpful and focused.

Request launch access

1

IronGate: “Your bill is missing page 2.”

2

Client adds the page from their phone.

3

Your office sees: “Accepted.”

Dynamic requirements

The list moves with the job.

Need a fresh document? Another answer? A new signer? Update the list. IronGate tells the right person what changed.

+

Added
Current insurance certificate

↻

Changed
Landlord signature is now required

−

Removed
Second proof of address

Your client sees only the next step.

No clutter. No repeated program lists. No need to explain your internal changes.

↻

Checklist updated

1 new item · 1 item removed

Other people

Do not make complicated outreach your job.

Your client adds the landlord, manager, helper, or signer. IronGate gives that person a secure link, explains the task, follows up, and collects their part.

1

Client adds Maria Lopez — Landlord

2

IronGate sends one secure signature request

3

Dashboard changes: Waiting on landlord → Signed

WAITING ON LANDLORD

One task. Limited access.

The landlord sees only the property and form they need—not the client’s other documents.

Landlord authorizationWaiting

Secure linkSent

Other client filesHidden

System connections

Keep your CRM.

IronGate handles the client paperwork. Your system gets the result.

Explore integrations

Jobber

Housecall Pro

Salesforce

Zoho

Gmail

Google Drive & Docs

Connections are configured during setup. Pro includes one. Heavy Duty includes up to two. Availability depends on the system and workflow.

Security and privacy

Sensitive documents stay controlled.

IronGate is designed around limited access, secure action links, tenant separation, controlled sharing, and an auditable document history.

Recipient-specific links

Role- and client-file-level access

Expiring and revocable access

Separate contractor workspaces

Upload, review, and signature history

Permission-based document reuse

FEDERAL CONTRACT WORKFLOWS

Built for strict document workflows.

Security obligations differ by contract, agency, and the information being handled. IronGate can support a documented security review and controlled deployment plan.

View security approach

Pricing

Pay for completed client files.

Starting an intake does not use a plan credit. A credit is used when the file is ready.

Full plan details

Light

$799/month

5 completed client files included
Additional files: $179 each

No setup feeUnlimited team

Branded client experience

Dynamic checklist

Uploads and e-signatures

Third-party actions

Standard messages and timing

Request Light launch

MOST POPULAR

Pro

$2,599/month

20 completed client files included
Additional files: $149 each

$5,999 setup1 CRM integration

Everything in Light

One-cycle rollover

More channel control

More reminder control

Approved message customization

Plan your setup

Heavy Duty

$4,799/month

40 completed client files included
Additional files: $119 each

$5,999 setupUp to 2 integrations

Everything in Pro

Cheapest cost per client file

Custom forms and signing flows

Custom client and third-party steps

Deeper content and portal control

Start Heavy Duty

Promo code LIGHT1 applies to eligible new Light accounts. Pro and Heavy Duty unused included files may roll into the next month once. Terms apply.

Questions

Clear answers before you start.

What counts as a completed client file?+

A file counts after every required item is accepted. Your team may also mark a file ready with a recorded override while an item is still in progress.

Do incomplete clients use a plan credit?+

No. Starting an intake does not use a plan credit.

Can the checklist change after the client starts?+

Yes. Add, remove, or change a step. The client sees the updated next action.

Can clients send a document photo by text?+

Yes, when text intake is enabled. Clients can also upload through the Action Center.

Does IronGate review documents?+

IronGate checks submitted items against your rules and flags blank, incomplete, expired, or rejected items. Your team can review uncertain items.

Can a landlord or another person complete a task?+

Yes. The client adds that person’s details or shares a secure link. IronGate handles the instructions and follow-up.

Does IronGate replace our CRM?+

No. IronGate handles client intake and sends the completed result to your existing system when an integration is configured.

How many team members can we invite?+

There is no seat limit.

Stop chasing documents.

Give clients a clear path. Give your office the finished file.

Request launch access