Intake form software

Online intake forms that people finish

Ask only the questions that apply, and get every submission as a PDF in your own layout.

  • No charge per submission

Features

Each intake arrives ready to use

Most form builders end with an export someone has to tidy. Yours ends with a finished PDF in the right inbox.

Only the questions that apply

Questions appear only when they’re needed, and answers are checked as people type.

Save now, finish later

Answers save as people go, so long forms get finished.

A PDF that looks like your paper form

Each submission becomes a PDF in your own layout, sent to the right people and saved with the record.

Documents and e-signatures

Clients upload photos and files, then sign on screen or from an emailed link.

Customer story · Legal, North America

A law firm moves client intake online and stops retyping answers

Intake used to mean phone calls and long paper forms, with staff typing up every answer.

  • Questions that adapt to each answer
  • A ready PDF for each new case
  • Sign-in with the firm’s own logo

Works with

Where your submissions go next

Plus 10,000+ more apps. Browse the app directory

FAQ

Intake form questions

Is there a charge per submission?

No. Plans start at $30 a month, with no charge per submission. See pricing

How quickly can we switch from our current form?

You can start the day you sign up. Your questions come across as they are, from another form builder or a paper form.

Can the form sit on our own website?

Yes. Put it inside a page of your website, or give it an address of its own.

Can submissions go into our CRM?

Yes. Each submission can create or update the client in your CRM, and still arrive by email with its PDF.