The answers.
The gaps.
The next step.
Explore the workflow with an invented sample project. See what is still missing, prepare the next question and save an example brief. This preview is not open to real client data yet.
Invited to the technical preview? Open the preview workspace.
Ready for the team.
Open questions included.
A handoff keeps the information supplied so far and makes unresolved fields visible.
From scattered answers
to a useful handoff.
Create your intake.
Choose the fields a project needs, including answers required only in certain situations. The saved template stays with that intake.
Save and revisit.
Add the answers you have, reopen saved intakes and check what is still missing. Version checks help prevent one save from overwriting a newer edit.
Prepare the next step.
Draft a clarification for your review or save a Markdown project brief. Missing information remains explicit in the handoff.
A focused preview.
A clear boundary.
What your invitation includes
- A scoped workspace for invented, non-sensitive sample project information.
- Seven tools, available in the browser workspace and through a compatible MCP client.
- Free technical-preview access with the usage allowances supplied in your invitation.
- A scoped workspace key. Public signup is not available.
What to know before trying it
- Use sample answers only. Real client data and anonymous client access are not part of this preview.
- Clarifications are drafts; the tool does not send emails or connect your CRM.
- A submitted or complete intake is not proof of client acceptance.
- There is no paid plan or checkout on this page.
Explore the seven tools
create_client_intake
Create a project intake and its template.save_intake_responses
Save a complete answer map with a version check.get_intake_completeness
Check required and conditional missing answers.draft_clarification_request
Prepare a follow-up draft for you to review.export_project_brief
Save a Markdown handoff from a specific version.list_client_intakes
Browse a page of saved intake summaries.get_client_intake
Reopen an intake and its current answers.
For tool inputs, authentication, limits and retry behavior, read the integration documentation →
Your project information
deserves care.
Use invented, non-sensitive information only. Do not enter real client details, passwords, payment details or health records. Access is scoped to the invited workspace and product; real-data onboarding is not open yet.
Version history is retained; workspace deactivation is not permanent erasure. See connector privacy and preview terms, or email support@doozle.io about access, export or removal.
Where does your
client intake get stuck?
Describe one project, the information you need and how you collect it today. Please leave client details and credentials out of the request.
Opens your email app. Invitations are reviewed individually and remain limited to sample projects.