Thoughtfully built systems to simplify intake, manage clients, and automate what slows you down.
Many teams rely on a patchwork of Google Forms, email chains, and shared sheets just to welcome one new client. We help replace that with intake systems and client platforms designed to be both functional and visually stunning, making it easy for clients to fill out forms and for your team to manage the data.
The result: fewer manual updates, fewer dropped balls, and more time face-to-face with the people you want to serve, plus marketing sites that clearly invite the right people in.
Intake forms that automate your workflow
Our intake systems are designed to be both functional and visually stunning, making it easy for clients to fill out forms and for your team to manage the data.
Specialized program intake that sends tailored emails and updates the client system automatically, saving hours of weekly admin work.
- Multi-step intake forms that collect only the information you actually need
- One place for staff to review, approve, and route new clients or patients
- Automatic confirmation emails, reminders, and next steps after someone submits
- Information that flows into your calendars, email lists, and finance tools without copy-pasting
- Built-in checks that reduce back-and-forth by catching missing or unclear details early
- Status at a glance so your team can see who is new, who is waiting, and who is fully onboarded
- Forms that look polished and trustworthy for clients while the integrations quietly save your team hours in the background
Websites that make it easy to say yes
Clear, trust-building sites that show what you do, who you serve, and how to get started.
Physician-Scientist Website
Restaurant Launch: Louie’s Smash-N-Grill
- Websites that clearly explain who you serve and how to get started
- Pages designed to build trust with stories, testimonials, and clear next steps
- Layouts that make it easy for visitors to book, inquire, or join your list
- Content and structure that work well on mobile and are friendly to search engines
- Copy and visuals shaped around your voice so the site actually sounds like you
- Simple sections that make it easy to add new offerings or seasons without a full rebuild
Working with Serelora was nothing short of exceptional ... They didn’t just design a site, they captured the essence of my vision and elevated it into something I’m proud to share with the world … They cared about the brand, the story behind it, and how to bring it to life in a way that would resonate deeply with my audience. The end result exceeded my expectations, but what stood out even more was how enjoyable and collaborative the journey was.
— Dr. Emmanuel Fombu, The Healthspan Futurist™
Streamline Your Workflow with Automation & Integration
We connect disparate platforms to reduce manual work, so you can focus on what matters most.
- Client dashboards that replace scattered spreadsheets and one-off documents
- Shared views so your team always sees the same, up-to-date information
- Automated reminders, follow-ups, and status updates instead of manual checklists
- Simple admin tools so non-technical staff can adjust copy, forms, and workflows
- Clear timelines and to-do lists so everyone knows what needs to happen next
- Activity history that shows who did what and when, without needing separate notes
- Integrations that pull data from all your tools into one place, reducing manual entry
- Automated workflows that connect different platforms, saving your team hours each week
Sales CRM Dashboard
Ready to Streamline Your Workflow?
Tell us what’s slowing you down. Whether you need help with intake, client management, or automation; we’ll refine what you have, replace what you shouldn’t keep, and bring everything together into one smooth, reliable system.