Embedded HighLevel app
Client Intake Hub for agency-led onboarding inside HighLevel
A schema-driven, multi-module intake experience with section-level save, cross-location agency review, internal notes, notifications, and a no-code field editor.
Modules
2
Website + Digital Marketing
Website sections
20
Modeled after the reference hub
Marketing briefs
6
SEO, video, content, design, paid ads
Agency-first
One live intake per subaccount with read-only agency review.
Signed session support
Resolves embedded user context from HighLevel or demo fallbacks locally.
Meaningful update notifications
First complete submission triggers agency alerts, with later updates tracked separately.
Reference shape
Save-by-section onboarding flow
The subaccount hub mirrors the reference pattern: left navigation, revisit/edit, repeaters, uploads, and save-and-next behavior.
Website module20 sections
Digital marketing6 briefs