Smarter intake.
Stronger cases from the start.
A single, intelligent questionnaire that collects everything you need — saving you hours and giving your clients a simple, clear experience.
Everything you need in one intelligent questionnaire
One questionnaire
instead of many forms
Clients answer one guided questionnaire — no more multiple forms and confusion.
Smart fields
Fields appear only when needed based on client answers — keeping it simple and relevant.
Easy document collection
Clients upload all required documents in one place with clear instructions.
Complete and organized
information
Get accurate, complete intake data every time — reducing back-and-forth.
Saves hours
on every case
Reduces manual follow-ups and speeds up your entire intake process.
Better intake.
Better client experience.
Guided experience for clients
Clear questions and smart logic make it easy for clients to provide the right information.
Accessible on any device
Whether on a phone, tablet, laptop, or desktop, clients can complete the entire intake process with ease.
Everything in one place
Personal details, application-specific information and documents — all in one secure submission.
Fewer errors. Faster case preparation.
Complete and organized data helps you start the case with confidence.
How it works
You send the link
Share a secure link with your client.
Client completes
the questionnaire
Smart fields guide them and ask only what's needed.
Documents are uploaded
Clients upload required documents directly in the ViaProve portal.
You receive complete data
All information and documents are organized and ready for review.
Start the case with confidence
No more chasing missing information.
Ready to streamline your client intake?
Save hours on every case and give your clients a smoother experience from the very beginning.