Describe your practice and AI builds your client intake form. Every answer lands on the client's contact card, and your welcome email sequence goes out automatically.
Discover client intake form templates for your trade
Open a template built for law firms, advisors, consultants or real estate agents, change the questions and publish it on your site.
Score the answers on service, budget and timeline, and let the result decide what happens next. Good fits book the first meeting, and everyone else gets a next step that suits them.
Conditional logic shows each client only the questions for their service
Score-based Outcomes put the booking step only in front of clients who qualify
Workflows tag each client and email the right person on your team, from the Start plan
The answers decide which emails go out: what to prepare, how the first meeting works and what happens next.
AI drafts the follow-up workflow from your intake form
Branch on any answer and set the wait time between emails
Add or remove tags, update the contact and email your team
Engagement letters, IDs, tax documents and signed consents arrive in one sitting, stored with the submission.
E-signature field for consents and engagement letters, on the Scale plan
File uploads up to 20 MB per file on Start and 200 MB on Scale
Take a retainer or deposit through Stripe, PayPal or Square
Features that keep your intake clean
Stop junk submissions and see every new client the moment they finish.
A one-time code confirms the email address or phone number before the form submits.
Reject disposable and personal email addresses and duplicate phone numbers.
Get each new intake by email, in Slack or in Microsoft Teams, with every answer.
See who started the intake form and where they stopped, then follow up (if they entered an email before leaving).
Your logo, colors and fonts on every step, so the form blends into your website.
Conditional logic and answer routing show each client only the questions for their service.
Unlike form builders that only collect answers and hand them off, involve.me connects the intake form directly to the follow-up journey. The form, the contact record and the email sequences sit in one place.
Replaces a form builder, a separate CRM and an email tool
Every answer already on the contact record
Embeds on WordPress, Webflow, Squarespace or a custom build
Connect your intake form to your favorite apps.
Client intake is everything between a new client's first message and the first meeting: the inquiry, the intake form, a check that the client is a good fit, the booking and the welcome emails.
By hand, that's a chain of emails, a PDF sent back and forth and a calendar link someone has to remember. With involve.me, the form and the booking step live in one funnel. Every answer lands on a contact card, and an automation workflow tags the client and sends the right email sequence.
A client intake form is the questionnaire a new client fills in before the first meeting. They open it from a link in your email or right on your website, answer a few questions and submit. You get their contact details, the service they need, their goals, budget and timeline, plus any documents, before the first call.
It's also called a new client questionnaire, a client onboarding form or a client information sheet. Law firms, accountants, coaches, consultants and real estate agents use one because a first meeting goes better when you already know the basics.
Ask what changes your next step, and leave the rest for the first meeting. Each answer below feeds something that happens after the client submits. For a longer list of questions, read our guide to creating a client intake form.
Question | Why you ask it | What happens with the answer |
Name, email and phone | To know who the client is and how to reach them | Creates the contact card. A one-time code can verify the email (Scale plan) |
Service needed | To show the right questions and route the client | Conditional logic shows the matching questions, and a workflow tags the contact by service (Start plan) |
Goals and current situation | To prepare the first meeting | Saved on the contact card and sent in your team notification |
Budget and timeline | To see whether it's a fit, and how soon | Answer-based Outcomes send qualified clients to the booking step |
How they found you | To learn which channel brings good clients | Hidden fields add the source and campaign automatically (Grow plan) |
Documents | To have what you need before the meeting | The file upload field collects them with the submission |
Consent or engagement letter | To have the agreement signed before work starts | The e-signature field collects the signature (Scale plan) |
First meeting | To book while the client is still engaged | The booking step shows your calendar, and the welcome email sequence starts (Start plan) |
The core stays the same in every trade: contact details, the service, goals, budget and timeline. What changes is the detail you need before the first meeting.
Law firms: the type of matter, key dates, the other parties involved and how urgent it is.
Accountants and tax preparers: the entity type, the services needed, the tax years involved and the documents to upload.
Coaches: what the client wants to change, what they've tried before and how they like to work.
Real estate agents: buying or selling, budget, area, timeline and pre-approval status.
Consultants: the business problem, the goal, the budget and who makes the decision.
Start from one of the intake form templates and change the questions to fit your practice.
Paper forms and fillable PDFs work, but clients have to download them, fill them in and send them back, and someone types the answers up afterwards. Google Forms runs online and saves the answers to a spreadsheet.
An online intake form built with involve.me acts on the answers. It saves each client to a contact card, shows only the questions that apply and books the first meeting. From the Start plan, it also starts the welcome email sequence.
As short as your first meeting allows. Ask what you need to prepare and leave the rest for the call. Short steps, and hiding the questions that don't apply, help more clients finish, especially on a phone.
Right after a client books or gets in touch, before the first meeting. You can also put the intake form on your website so it becomes the first step, with the booking at the end.
You can build and publish intake forms on the Free plan, up to 50 submissions or 500 visits a month. Email sequences start on the Start plan, and e-signatures and one-time-code email verification come with Scale. You can test every paid feature on a draft funnel before you choose a plan.
Yes. Add the e-signature field to collect a signature on a consent, a policy or an engagement letter inside the form. E-signatures are available on the Scale and Enterprise plans.
Yes. The file upload field takes contracts, IDs, statements and other documents. Storage is 500 MB on Start, 1 GB on Grow and 5 GB on Scale, with a maximum of 20 MB, 50 MB and 200 MB per file.
Yes. Add a booking step that shows your calendar from Calendly, Cal.com, HubSpot, Acuity, SavvyCal, TidyCal or Microsoft Bookings. Visibility rules can show it only to clients whose answers qualify them.
Paste the embed code into your page, open the form as a pop-up or share it as a link. It works on WordPress, Webflow, Squarespace and custom sites, and you can publish it on your own domain from the Grow plan.
involve.me has a built-in CRM, so every submission lands on a contact card with the answers and an activity timeline. An automation workflow adds or removes tags based on the answers, and segments group contacts by their tags and fields. If you already use HubSpot, Pipedrive, Zoho CRM or Salesforce, the answers sync there too. HubSpot and Zoho CRM start on Grow, Salesforce on Scale.
