Client intake
A client intake form your service business can actually reuse
Build a professional client intake form: drag-and-drop fields, a shareable link, a PDF record of every response and CRM-ready field mapping.
1. Lay out the questions
Drag headings, text, dropdowns, dates and file questions onto the page until the intake reads the way you ask in person.
2. Share one link
Publishing gives you a clean link you can email or embed in a booking confirmation. No account needed for the client.
3. Keep the record
Every submission is stored with a tidy PDF, so the signed-off brief stays exactly as the client sent it.
4. Send it onward
Map each question to a CRM field once, and new intakes land where your team already works.
Built for onboarding, not just contact forms
Onboarding asks a lot of a client at once: scope, dates, preferences, approvals. Grouped sections, conditional follow-up questions and required fields keep a long intake readable, and each response arrives as one document rather than a scattered thread.