Document intake
Collect files, missing information, and approvals before an operator starts review.
Client intake portals for agencies and service teams
Build client intake portals without stitching together plugins, storage, and review screens.
XPressUI gives agencies and service teams one delivery system for private intake links, document upload, dynamic choices, and operator review. Use it on client WordPress sites or host the workflow with XPressUI Cloud.
Private intake links
Guided uploads
Operator inbox
WordPress or Cloud
First workflows to sell
Start with the processes that already create manual follow-up.
XPressUI is easiest to sell when the buyer already feels the pain: missing files, outdated lists, unclear requests, or schedule changes.
Service requests
Route one branded request form into a repeatable review path with status and follow-up.
Catalog orders
Let clients choose products, quantities, prices, or options without hardcoding lists in the form.
Reservations
Expose dates, slots, capacities, and exceptions without rebuilding the workflow every month.
Dynamic catalogs
Your workflows should not be full of static lists.
Products, prices, service slots, dates, options, and members become reusable data your team can maintain once and connect to multiple workflows.
Products and options
Keep SKUs, prices, quantities, and selectable options in a reusable catalog instead of copying choices into every workflow.
Services and slots
Publish available services, dates, capacities, and booking choices so operators can review requests with context.
Members and lists
Reuse member, subscriber, or client lists when a workflow needs verification or a known audience.
Best for agencies and teams replacing spreadsheets, duplicated choice lists, and manually maintained prices or schedules.
Done For You
Want the first workflow live quickly?
We can configure the first workflow with you, test it, and leave you with a reusable pattern for the next client or service.
from €299 setup
Hosted workflow setup
We configure one branded hosted workflow with operator email and a generated document summary.
from €790 setup
Client-site delivery
We install XPressUI Pro, configure the workflow, test submissions, and hand it over with a short walkthrough.
3 months guided
Agency pilot
For agencies with complex forms, we help ship the first client workflow and turn the result into a repeatable offer.
Why it converts better
You do not need another inbox full of attachments. You need a guided intake system.
Most onboarding starts badly: missing files, vague briefs, and too many follow-up emails. XPressUI replaces that chaos with a clear portal your client can actually complete in one sitting.
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Launch hosted or client-site workflows for real business requests
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Collect files, structured answers, products, dates, and service choices in one flow
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Review submissions on the client site or Console instead of chasing email threads
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Use reusable catalogs so prices, slots, options, and members are not duplicated across workflows
How it works
A cleaner start for every client project.
The key screens are already there, so you can move faster without stitching together a fragile onboarding flow from generic plugins.
For agencies
Package it as a premium onboarding feature.
Turn a messy kickoff into a cleaner client experience you can actually sell as part of your client-site delivery.
For freelancers
Save hours on follow-ups.
Get the right files, the right answers, and the right context before the build starts instead of chasing details afterward.
For teams
Keep everything on the client site.
Your team reviews submissions, tracks status, and downloads project files without moving between disconnected tools.
Simple rollout
Three steps to a live portal.
01
Install XPressUI Free
Download XPressUI Free and activate it on your site in a few minutes.
02
Install a workflow
Use the bundled starter or upload a workflow pack exported from the Console. Upgrade to Pro when you want Console Sync and advanced customization.
03
Collect everything cleanly
Clients submit files and answers in one place, and your team reviews it on client sites.
Why it stands out
Built for intake, not scattered follow-up.
XPressUI is aimed at the full client intake path: the private link, the guided upload, the submission status, and the operator review screen.
Feature
XPressUI
Generic collection tools
What it is
Client intake delivery. Built for document intake, registrations, service requests, product choices, and operator review.
Single interaction. Useful for collecting input, but not designed as a full intake or operations flow.
Dynamic data
Reusable catalogs. Products, prices, service slots, dates, options, and members can be maintained outside each workflow.
Static choices. Lists often live inside each workflow and need manual updates across projects.
Client-site fit
Theme-proof by design. UI stays consistent without fighting theme CSS on every project.
Theme-dependent. Styling often needs extra overrides or custom fixes.
Best use case
Agencies and service teams. Best when you repeatedly collect structured requests, documents, bookings, or catalog-driven choices.
Generic collection. Best when you only need a simple one-off request.
Plans
Start with XPressUI Pro now. Move to hosted when operations need to scale.
Launch quickly with XPressUI Free, upgrade to XPressUI Pro for production client-site delivery, then add XPressUI Cloud when you want XPressUI to manage links, inbox, files, quotas, and team review.
Ship the intake workflow on client sites
€0
free entry path
- Bundled document intake workflow
- Custom workflow ZIP installation
- Submission inbox on the client site
- File uploads and review screens
Let XPressUI host the workflow and operations inbox
€19
/month
- Publish hosted public submission links
- Operate submissions and files from Console
- Use workspace quotas and audit trail
- Add team review without sharing client-site access
FAQ
Questions people ask before trying it.
What is XPressUI?
XPressUI is a client intake portal system: private links, guided document upload, dynamic choices, and operator review in one delivery path.
Can I start for free?
Yes. XPressUI Free includes the client-site runtime, a bundled document intake workflow, and custom workflow ZIP installation so you can test the setup on a real site.
What is XPressUI Pro?
XPressUI Pro is the fastest path to production today: plugin install, workflow setup, and submission review directly in the client-site admin.
What is XPressUI Cloud?
XPressUI Cloud is the next delivery path for teams that want XPressUI to host the public workflow link, submissions inbox, files, catalogs, and operator review outside a client site. Solo starts at €19/month, Team at €49/month, and Agency at €129/month.
When should I get Pro?
Upgrade when you want advanced field types, Customize Workflow in the client-site admin, direct Console Sync, commercial updates, and the full Pro runtime.
Who is it for?
It fits agencies, operators, and service teams that repeatedly collect client files, briefs, and onboarding information.
Ready to launch your first intake portal?
Give your next client project a better start.
Start with XPressUI Free, then discuss the hosted or client-site path once the first workflow is clear.