VELOCIVTECH

How We Built LeadLocker: A Scalable, Secure Client Intake System in 10 Days

๐Ÿšจ The Problem: Secure Intake, Without the Friction

Most agencies and consultants still collect sensitive data (like credentials, API keys, or private links) via insecure forms, email, or Google Docs.

We wanted to change that.

Our goal? Build a branded, secure, scalable intake experience for VelocivTech clients that:

  • Only allows pre-approved leads to submit
  • Automatically logs submissions
  • Stores secrets safely in AWS
  • Feels fast, elegant, and branded โ€” not clunky

๐Ÿ” The Solution: LeadLocker

We built LeadLocker, a token-based secure intake system, in under two weeks.

Hereโ€™s what it does:

  • Clients request access via a short form
  • Admin (us) approves it via Airtable
  • Make.com generates a unique token and emails a secure link
  • The link opens a one-time form where the client submits sensitive data
  • Secrets go to AWS Secrets Manager, metadata to Airtable
  • The link self-expires

Itโ€™s DRY. Itโ€™s scalable. Itโ€™s secure.


๐Ÿ›  Tech Stack

Frontend UI โ€” Next.js + Tailwind + Orbitron Font
Hosting โ€” Vercel
Secrets Vault โ€” AWS Secrets Manager
Automations โ€” Make.com
Token Storage โ€” Airtable
Branding โ€” Custom React Components

We didnโ€™t over-engineer. Every decision served usability and security.


๐Ÿ“ธ Highlights

  • โœจ Orbitron-branded form experience
  • ๐Ÿ“ฌ HTML token delivery email with single-use warning
  • ๐Ÿ›ก Token verified + expired automatically
  • ๐Ÿ” Support for multi-submission in a single session
  • ๐Ÿงพ Submissions logged for audit trail

๐Ÿ’ก Outcome

We now onboard sensitive clients without any back-and-forth, while providing them a frictionless and trustworthy experience.

And the best part? LeadLocker is reusable:

  • Onboarding forms
  • Internal tooling
  • Red team handoffs
  • Compliance workflows

If your team still shares credentials by email or chat โ€” this system is for you.


๐Ÿš€ Want Something Like This?

VelocivTech builds secure, automated systems like LeadLocker โ€” custom-tailored for your workflows.

๐Ÿ“ฌ Contact Us to request a custom secure intake system for your business.


Thanks for reading. Stay safe, stay automated โœจ

โ€” The VelocivTech Team