A client intake form nobody has to retype.
Send a link before the first meeting. New clients fill in their details once, and you get a record you can use, not an email thread.
Create a formStart free with three forms.
Westgate Plumbing
New client enquiry
- Full name
- Amira Khan
- Email address
- amira.khan@example.com
- Mobile number
- 07700 900123
- Postcode
- BS1 4DJ
- What do you need help with?
- Boiler keeps losing pressure
- Best time to call
- Weekday mornings
- Describe the job and the AI writes the questions.
- Answers export to a spreadsheet that opens properly.
- Returning clients find their details already filled in.
Encrypted on your device.
Free for people who fill them.