Watershed is the all-in-one intake tool that turns messy onboarding into one guided flow — discovery, documentation, approvals, and handoff, without the spreadsheet sprawl.
Plugs into the stack MSPs already run
One platform
Stop stitching together forms, scanners, and docs tools. Watershed runs the whole intake from one place.
Branching questionnaires that adapt to the client. Send a link, get back structured, validated answers — no chasing.
Run M365, Azure AD, and network discovery from the client's environment and pull assets, users, and licenses in automatically.
Turn intake answers and discovery data into runbooks, asset lists, and SOPs — formatted and ready to push to your docs tool.
Built-in review gates so nothing goes live until the client and your team have signed off. Full audit trail included.
Two-way sync with ConnectWise, Autotask, IT Glue, and Hudu so the new client lands in your systems clean, not copy-pasted.
See every client's intake progress at a glance. Spot stalls before they become go-live delays.
How it works
What used to take weeks of back-and-forth runs in one tracked workflow.
Pick a template, send the client a single secure link, and Watershed collects every answer, file, and credential you need.
Run automated environment discovery, then let Watershed generate the runbooks, asset inventory, and SOPs from what it found.
Review, sign off, and push everything to your PSA and documentation tools. The service desk inherits a clean, complete record.
Why Watershed
Integrations
Watershed sits at the front of your stack and feeds clean data into everything downstream.
See how Watershed turns client intake from a bottleneck into your smoothest process. Book a 20-minute demo.
Book a demo →