How different teams run IntelliDesk
IT providers, accountants, brokers, law firms, agencies, property managers and more. Each page shows the workflow, and most come with a ready-made project template.
IT support
Manage incidents, service requests, onboarding tasks, and implementation projects from one support workspace.
Accounting firms
Use IntelliDesk to manage recurring client questions, document requests, deadlines, and internal follow-up without relying on scattered inboxes.
Agencies
Manage client questions, change requests, approvals, and delivery tasks without losing context between support and project work.
Insurance brokers
Help brokerage teams manage client requests, renewal follow-up, document queries, and internal actions with clearer ownership.
Legal practices
Capture client queries, run conflicts checks, route matters to the right partner, and keep every piece of correspondence attached to the matter.
Real estate & rentals
Track applications, lease prep, maintenance requests, and tenant correspondence from a single workspace your portfolio team can manage daily.
Healthcare admin
Practice mailbox, referrals, billing queries, and patient correspondence in one queue — with the patient context attached.
Construction & contractors
Capture RFIs from site, variation requests from the client, and supplier queries all in one queue, then convert them to cards on the construction board for delivery.
Consulting firms
Manage client queries, scope questions, and deliverable feedback alongside the engagement plan — with time captured against the engagement.
Everything here is in the one plan. See pricing.
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