✨ 86% faster client onboarding

Free AI Client Intake Form Generator

Convert more prospects with smart intake forms that increase client sign-ups by 57%.

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221 makers build faster
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Problem

Client Intake Shouldn't Be a Bottleneck

Traditional intake processes are slow, inconsistent, and create friction in client relationships.

Lost Opportunities

43% of potential clients abandon intake forms due to complexity and poor experience.

Time Drain

Service providers waste 8+ hours per week on manual intake and follow-ups.

Missing Information

71% of intake forms require multiple follow-ups to gather complete information.

Solution

AI-Powered Client Intake

Transform client onboarding into a competitive advantage.

contact.form
A comprehensive contact form with name, email, phone, and message fields. Perfect for gathering customer inquiries and feedback.
survey.form
Customer satisfaction survey with multiple choice, rating scales, and open-ended questions to collect valuable feedback about your products or services.
registration.form
User registration form with email verification, password requirements, and profile information fields for seamless account creation.
payment.form
Secure payment form with credit card validation, billing address, and order summary integration for smooth e-commerce transactions.
application.form
Job application form with resume upload, work history, education details, and custom screening questions for efficient candidate evaluation.
contact.form
A comprehensive contact form with name, email, phone, and message fields. Perfect for gathering customer inquiries and feedback.
survey.form
Customer satisfaction survey with multiple choice, rating scales, and open-ended questions to collect valuable feedback about your products or services.
registration.form
User registration form with email verification, password requirements, and profile information fields for seamless account creation.
payment.form
Secure payment form with credit card validation, billing address, and order summary integration for smooth e-commerce transactions.
application.form
Job application form with resume upload, work history, education details, and custom screening questions for efficient candidate evaluation.
contact.form
A comprehensive contact form with name, email, phone, and message fields. Perfect for gathering customer inquiries and feedback.
survey.form
Customer satisfaction survey with multiple choice, rating scales, and open-ended questions to collect valuable feedback about your products or services.
registration.form
User registration form with email verification, password requirements, and profile information fields for seamless account creation.
payment.form
Secure payment form with credit card validation, billing address, and order summary integration for smooth e-commerce transactions.
application.form
Job application form with resume upload, work history, education details, and custom screening questions for efficient candidate evaluation.
contact.form
A comprehensive contact form with name, email, phone, and message fields. Perfect for gathering customer inquiries and feedback.
survey.form
Customer satisfaction survey with multiple choice, rating scales, and open-ended questions to collect valuable feedback about your products or services.
registration.form
User registration form with email verification, password requirements, and profile information fields for seamless account creation.
payment.form
Secure payment form with credit card validation, billing address, and order summary integration for smooth e-commerce transactions.
application.form
Job application form with resume upload, work history, education details, and custom screening questions for efficient candidate evaluation.

Smart Forms

AI adapts questions based on client type and service needs.

Secure

86% Faster

Automated intake process saves hours per client.

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57% More Sign-ups

Smart forms proven to significantly increase client conversion rates.

Better Experience

Create a professional first impression that builds trust.

Features

Everything You Need

Complete toolkit for creating efficient client intake experiences.

    Variables & Logic

    Use dynamic variables and conditional logic for smart forms.

    Seamless Integrations

    Connect with Slack, Google Sheets, Zapier, and more.

    Analytics & Insights

    Track form performance and optimize completion rates.

    Custom Branding

    Personalize colors, fonts, layouts, and remove branding.

Smart Form Builder

AI generates industry-specific forms with intelligent field suggestions.

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Document Collection

Secure upload and storage of client documents and files.

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Client Portal

Branded portal for clients to complete intake and manage documents.

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Workflow Builder

Create custom intake workflows for different service types.

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CRM Integration

Connect with your CRM and practice management tools.

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Analytics Dashboard

Track conversion rates and identify optimization opportunities.

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FAQs

Common Questions

Learn how our AI streamlines client intake.