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Simple Client Intake Form

Cient onboarding doesn't have to be difficult... create a client intake form within minutes and send it to your client.

EASILY GET WHAT YOU NEED

client-intake-form

HOW IT WORKS

Collect Client Information Without The 27 Emails.

1

Create Intake Form

Easily create what you need from your client.

2

Send A URL

Send a URL to your client with the form.

3

Client Completes It

Client completes form and you get notified.

Create Intake Form

Use the questionnaire feature to create your own custom intake form or use one of our templates.

Client Intake Form Feature Start

Add/Edit Questions

From images, text, URLs, checkboxes, radio boxes, and more!

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Send The Intake Form

Send a custom personalised link to your client and get the replies directly in the dashboard.

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Explore ClientManager's Features

Client Portal

Collaborate with clients - all you need in one dashboard.

Proposals

Create proposals with e-signing and send a URL to the client to sign.

Contracts

Create contracts with e-signing and send a URL to the client to sign.

Invoices 

Create once-off and recurring invoices in under 5 minutes.

Tasks

Manage projects with ease. Like Trello + Notion having a baby.

Team Collaboration

Tag and assign team members to tasks and clients.

Client Dashboard

All you need to manage each client, in one simple dashboard.

Client Onboarding

Send a URL to your client to get their information.

Time Tracking

Track your time per task to ensure you're profitable.

Calendar Dashboard

Clean calendar dashboard to get a bird's eye view of events/tasks.

Onboard & manage your clients with ease.

Take control of your business. Save time and money - and actually enjoy the process, with ClientManager.

GET STARTED TODAY

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