Client Intake Forms

Client intake forms help your business qualify prospects and use that information to streamline your client intake and onboarding processes. Whether you need one form for all prospects or several detailed, service-specific questionnaires, B12 sets it up for you.

Client Intake Forms

Gather information about prospects and clients

  • Customize forms for internal or external use in minutes
  • Add an intake form page on your website, so you can send prospects to a direct link instead of emailing a document back and forth
  • Choose if you want to send an email auto-reply after each form submission
  • All form submissions are stored in your Contact Manager, organizing your firm’s prospects and clients in a single place

Gather information about prospects and clients
Forms built for service providers

Forms built for service providers

Custom website forms support your firm’s goals and collect information related to sales prospecting, scheduling, feedback, client onboarding, event registration, donations, newsletter signup, and more. Forms enable service-based businesses to save time, identify the most suitable prospects, and keep details organized, especially for these industries:

  • Law
  • Accounting
  • Commercial real estate
  • Consulting
  • Finance
  • Architecture
  • Insurance


What are client intake forms?

Intake forms gather information that helps you understand the needs of prospective clients. Client intake forms can be internal, for your own notetaking purposes, or external, which are sent out to be completed by prospects and clients. By adding these forms to your business workflows, you’re able to save time accurately qualifying leads and offer the best, most tailored service to clients.

Where are my firm’s form submissions stored?

All forms submitted through your website can be viewed in the Contact Manager, as well as contact information and your intake notes for each client.

How much does it cost to use client intake forms?

Client intake forms and eSignatures are included in our Standard and Premium plans. There are no limits on the number of forms you can add.

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Our simple, powerful platform works especially well for businesses in these industries:

Streamline your business with one online solution

Your website, invoicing, contracts, payments, and more, all in one place. Try B12 today.

Everything your business needs to thrive
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