An intake link is a tokenized, per-prospect web link you send to someone you'd like to bring on as a client. They open it, fill out a short headline questionnaire with round numbers, and submit. No account or login is required. On submit, FIREproof builds a runnable, advisor-managed plan in your Book of clients.

Creating a link

1. Open the Sidebar and choose Prospect intake links.
2. Optionally pre-fill the prospect's name and email (helps you track who's who; the prospect can still complete it).
3. Click Create, then copy the link and send it however you like (email, text, your scheduling tool).

What the prospect fills in

The form captures a deliberate headline subset, enough to produce a sane first plan, in about 8 to 15 minutes of round numbers:

• Names & birth years (primary, plus an optional spouse) and a target retirement age.
• An optional email. If the prospect supplies one, you can invite them to claim the plan later without re-collecting it.
• One balance per account type (Traditional/Roth IRA, 401k/403b, HSA, Brokerage, Cash/Savings).
• Base annual living expenses and a few major one-off expenses.
• Income flows, with Social Security and pensions highlighted, plus any jobs or side income, and debts.

What happens on submit

• FIREproof creates an advisor-managed client and a full runnable simulation, gap-filling sensible defaults (a default glide allocation, free-tier market series, and a default tax state) so it runs immediately.
• You're notified by email, and the new plan appears under Prospects in your Book of clients, flagged as a new intake.
• The prospect sees a friendly "your planner will be in touch" confirmation.