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Client Forms

Onboard clients beautifully.

Beautiful, conversational intake forms that feed directly into your workspace. No separate tool, no copy-pasting leads. Collect what you need, where you need it.

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Forms that feel like a conversation

Each question fills the screen, one at a time. Clients move through your form at their own pace — no walls of fields, no overwhelm. Just a clean, guided experience that looks great on any device.

10 question types

Text, scales, multiple choice, file uploads, and more — everything you need to collect the right information.

Custom welcome & end screens

Set the text, button label, and image for both screens — make every form feel on-brand from start to finish.

Reusable templates

Turn any form into a template. Launch onboarding flows, intake forms, and questionnaires in seconds.

Smart forms that adapt to every client

Conditional logic that controls the flow add AND/OR rules based on previous answers to show, skip, or branch to different questions — so every client sees only what's relevant to them.

Unique links for every client generate a one-time form link for each client. Every submission is automatically tied to the right contact — no duplicates, no guessing who sent what.