Create Lead — EVO TrustGuard

Client Information Sheet

Service Notes

Situation

Client / Business Name

Client POC Full Name

Title

Client POC Phone

Can receive texts

Best Email

Billing Address

City

State

Zip Code

Assignments

SOW Narrative

Billing

Tax

Off

Tax Percentage (%)

Invoice Timing

Other Fees

Show on Quote

Freeform Text

Paste Email Thread, Notes, or Message

AI will extract lead details from your text. You'll review before saving.

Import Files

Tap to upload files

PDF, DOCX, TXT, JPG, PNG — select up to 10

AI will extract lead details from your files. Multiple photos or documents are stitched into a single lead card. You'll review before saving.

Review Extracted Fields

Review and edit the fields below before creating the lead.