Intake forms

Add the intake forms module to your client portal. Streamline the client intake process. Replaces Formstack and Microsoft Forms.

Intake forms streamline client intake by making it easy to collect information including file uploads. They can be created once and assigned to clients when needed.

Internal User views

Internal users can see all forms in one place and track responses

Internal users can create powerful forms with short answer, long answer, multiple choice, and file upload question types

Internal users can quickly look through responses of a single intake form

Client User views

Client users can see intake form requests, complete them, and see their status

Client users can fill out intake forms
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