A professional framework for designing intelligence-driven intake forms, discovery interviews, and service onboarding workflows.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install intake
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install intake using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Intake & Onboarding Systems?
The Intake skill provides a sophisticated approach to collecting critical information before a professional relationship begins. Built for the Openclaw Skills ecosystem, it shifts the focus from bureaucratic paperwork to high-intelligence gathering. By prioritizing the conversation over simple data entry, this skill helps service providers identify the information they usually wish they had asked for six weeks into a project.
Using this capability within Openclaw Skills ensures that every onboarding process is structured to build trust while surfacing deep context. It moves through four layers of information: administrative requirements, presenting problems, situational context, and relationship preferences. This ensures that the work following the intake is effective, efficient, and aligned with actual client needs.
Intake & Onboarding Systems Use Cases
- Onboarding new clients, patients, or students into a service pipeline.
- Designing high-conversion discovery questionnaires for creative or technical services.
- Structuring multi-step onboarding workflows that build trust progressively.
- Auditing existing intake processes to identify friction points and missing questions.
- Gathering specific requirements for legal, medical, or coaching engagements.
How Intake & Onboarding Systems Works
- The agent identifies the specific service type and the nature of the relationship.
- Information is categorized into layers: administrative, presenting, context, and relationship.
- The skill generates a custom output, such as a structured form, a conversational interview guide, or a workflow diagram.
- Design principles like progressive disclosure are applied to ensure sensitive questions are asked only after establishing rapport.
- A final review ensures the intake process surfaces hidden goals and potential service risks.
Intake & Onboarding Systems Setup
To activate this capability within your agent environment, include the skill in your project manifest. If you are using the Openclaw Skills CLI, you can initialize it with the following command:
openclaw install intake-skill
Ensure your agent has access to the service-specific templates (e.g., healthcare, legal, or creative) to tailor the discovery logic to your specific industry requirements.
Intake & Onboarding Systems Data Schema & Taxonomy
The skill organizes intake data using a layered architecture to maximize utility and minimize friction:
| Layer | Purpose | Data Type |
|---|---|---|
| Layer 1: Administrative | Legal, billing, and contact requirements | Structured Fields |
| Layer 2: Presenting | Why they are here and immediate goals | Open-ended text |
| Layer 3: Context | Relevant history and delivery preferences | Narrative / Interview Notes |
| Layer 4: Relationship | Communication styles and success metrics | Qualitative insights |
All generated outputs prioritize mobile-optimized formats and plain language to ensure high completion rates.
Intake & Onboarding Systems Advanced Features
- Progressive Disclosure Logic: Requests sensitive information only after the administrative and presenting layers are complete.
- Service-Specific Modules: Dedicated logic for healthcare, legal, coaching, financial, and creative service types.
- Intelligence-Gathering Hooks: Specific question phrasing designed to surface the real goal versus the presenting goal.
- Conflict Check Triggers: Integrated reminders for legal and financial services to perform compliance checks before sensitive data exchange.
- Strategic Closing Protocol: Implementation of the power question to surface overlooked information at the end of discovery.
SKILL.md
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