Intake forms

Give a first good impression to your client with intake forms

Client intake forms help you capture valuable information about your client.

Illustration showing Collect intake form software
Illustration showing the creation of an intake form
Intake form

Build a new form is a breeze

Our no-code form builder allows you to create a new intake form in a few minutes.
We offer a broad range of fields, including text field, date field, dropdown, multi-choices, checkbox,...
Your intake forms can connect with your existing tools and populate the data automatically. You will save costly hours by removing manual data input.


Receive responses on time

Schedule follow-up messages to put your intake forms collection on autopilot.
Use variables in your communication to send personalized messages and offer a better experience to your clients.
You can use emails but also SMS to increase your response rate and reduce the response time.

Illustration showing the automatic reminders for intake forms
Illustration showing how intake forms are approved

Approve responses or return them for modification

Collect offers you an easy way to review the responses submitted by your clients.
If you reject the responses, Collect will automatically notify your clients, and they can quickly come back on the portal and modify their answers before submitting them again.

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