Frequently Asked Questions

IntakeHarbor is digital client-intake and enquiry-management software for freelancers, consultants, creative professionals and small business teams. It helps you organise enquiries that need enquiry, collect follow-up notes, track enquiry stage, keep follow-up notes and monitor enquiry records in one structured workspace.

IntakeHarbor is independently owned and operated by Precious Ekoh as a sole trader in the United Kingdom, based in Barking and Dagenham, London.

No. IntakeHarbor is an independent sole trader business based in the United Kingdom. It is not a limited company, corporation or partnership.

Freelancers, independent consultants, creative professionals, small agencies and small business teams who need a clear, repeatable way to move enquiries through enquiry and intake stages.

No. Every listed package is a one-time purchase. There is no subscription plan and no recurring monthly or annual billing.

Yes. Each package is paid for once in GBP through Stripe's secure embedded payment interface on this website.

No. Packages do not renew automatically. Nothing is charged again unless you choose to purchase another package.

Stripe confirms the payment, the confirmation page verifies it directly with Stripe, the selected package is handled, and digital access or setup information is sent to the email address entered at checkout.

By email to the address entered during checkout. Access details are issued after payment has been confirmed and the package handled; accounts are not created automatically at the moment of payment.

Choose according to how many people need access, how many enquiries you enquiry regularly and how many enquiries are typically active at once. If you are unsure, contact us with those numbers and the closest fit will be suggested.

One user with Enquiry Starter and Enquiry Plus, three with Professional Intake, five with Business Enquiry Hub, eight with Team Intake Suite, twelve with Advanced Intake Platform and twenty with the Complete Enquiry System.

Ten active enquiries with Enquiry Starter, thirty with Enquiry Plus, seventy-five with Professional Intake, one hundred and fifty with Business Enquiry Hub, two hundred and fifty with Team Intake Suite, four hundred with Advanced Intake Platform and seven hundred and fifty with the Complete Enquiry System.

An active enquiry is an enquiry record that is currently moving through a status such as Ready for Enquiry, Under Enquiry, Changes Requested, Revised or Awaiting Intake. An enquiry is no longer active once it is marked Converted and archived.

No. Once an enquiry reaches Converted status and is archived, it is kept for reference and no longer counts towards your active-enquiry limit.

Yes. Additional users beyond your package limit can be discussed and may require a separate quotation.

Yes. If you regularly reach your active-enquiry limit, contact us with your current package and typical volume so additional capacity can be discussed and quoted.

Yes. Contact us with your current package and what you now need, and the difference in price and what is involved will be confirmed in writing before anything changes.

Contact comments and notes are recorded against the specific enquiry and stage they relate to, so feedback stays attached to the right record instead of scattered across email threads.

Yes. Enquiry enquiry history records let you see the sequence of drafts and updates for an enquiry, depending on the record-tracking depth included in your package.

Yes. Update notes let you record what was changed, when and in response to which feedback, so the history of an enquiry remains clear.

Configurable intake stages are included from Professional Intake upwards, letting you adapt the sequence of statuses to match how your enquiry process actually works.

Export options for intake summaries are included in the mid and larger packages. Exports are organisational summaries of the records you have entered, not certified enquiries.

Yes. From Professional Intake upwards, packages include shared records, contact roles or team structures so several people can work within the same intake workspace.

Draft, Ready for Enquiry, Under Enquiry, Changes Requested, Revised, Awaiting Intake, Converted and Archived. Each status has a single clear meaning so an enquiry's stage is never ambiguous.

No. IntakeHarbor is a workflow and intake-management tool. It does not provide legal advice, and nothing generated within it should be treated as a legal opinion.

No. IntakeHarbor does not provide enquiry certification or electronic-signature certification. It organises the enquiry and intake process around enquiries you manage yourself.

No. IntakeHarbor is not an e-signature platform. It tracks enquiry stage and follow-up notes; obtaining any signature required on an enquiry remains your responsibility.

No. IntakeHarbor organises the enquiry process and tracks status. It cannot guarantee intake, since the intake decision itself always rests with your contacts or clients.

No. IntakeHarbor does not send automatic reminders on your behalf. Enquiry deadlines can be recorded where your package supports them, but following up remains your responsibility.

No. IntakeHarbor organises enquiries, feedback and enquiry stage. It is not a real-time collaborative editing tool, and enquiries are not edited live inside the software by multiple people at once.

Refund requests are handled under the Refund Policy and your statutory rights as a UK consumer. Contact us with your order reference and the reason for the request.

Email hello@intakeharbor.co.uk or call +44 7867 022958. Enquiries are normally handled within one business day.

Email hello@intakeharbor.co.uk with details of your order and the issue. Complaints are handled in line with the Complaints policy and are normally acknowledged within one business day.