ClientInfoRelay.
An app idea for event and wedding planners.

What the search found

Who pays

Independent event planners

The problem

When a venue hands off a signed client to a planner, the client details live in the venue's system, the planner's inbox, and a dozen vendor threads. Planners re-ask the client for the same information and manually forward pieces to each vendor.

The gap

HoneyBook and Monday.com manage workflows and contacts but do not solve the specific venue-to-planner handoff or the field-level routing of client data to different vendors. The gap is a structured intake that maps fields to vendor roles and pushes only what each vendor needs.

Already out there

• HoneyBook honeybook.com

  All-in-one management tool for event planners. Handles contacts, invoices, and workflows but not venue handoff or vendor-specific field routing.

• Monday.com monday.com

  General project management for event teams. Not built for client intake or vendor data distribution.

• JotForm event planning template jotform.com

  Form builder with an event planning template. Collects data but does not route fields to different vendors.

  What else JotForm leaves open

People asking for it

• How do you manage all your weddings in one place reddit.com

  Planner asks how others keep budgets, timelines, vendor communications, and client approvals organized.

• Event workflow handoff failure gomomentus.com

  Article states handoffs fail because data lives in a separate tool from the one doing the next step, requiring export and reupload.

The big assumption

Planners will adopt another intake tool when they already have forms and email, and venues will cooperate with a standardized handoff format.

Test it this week

Build a simple form with conditional field routing using a no-code tool. Ask three planners to use it for one event and report whether it reduced back-and-forth.