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.

Get started

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

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

See how other professionals have grown their business online with B12

Jia Junaid

Founder, Atlas Law

I love that B12 prompts me to update certain [website] features and add integrations like online scheduling to increase efficiency in my law firm. These recommendations are often things that I would have never considered but have proved to be incredibly useful.

Jia Junaid

Founder, Atlas Law

Read Jia Junaid’s story

Anthony Bell

Founder and Managing Partner, The Bell Group

With B12, the quality is 10/10. I feel like I got the finished product of building a site from scratch, but it was way easier.

Anthony Bell

Founder and Managing Partner, The Bell Group

Read Anthony Bell’s story

Barbara Bartelsmeyer

Partner / COO, Action Logistix

I can make [website edits] myself, and it’s as simple as working in a Word document. If I need more help, I’ll email the B12 team and within 24 hours, boom, it’s done. B12 has an amazing team of people who just make it so easy.

Barbara Bartelsmeyer

Partner / COO, Action Logistix

Read Barbara Bartelsmeyer’s story

Brian Bohley

Founder, InFocus Payroll

B12 was easily able to include several integrations to my business website, such as Calendly and Drift, that facilitate communication with my clients. The experience was seamless, unlike my previous experience with most website builders.

Brian Bohley

Founder, InFocus Payroll

Read Brian Bohley’s story

FAQ

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.

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.

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.

Browse all features

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

Websites

Create your online presence

B12 Editor Secure Web Hosting Custom Domains Third-Party Integrations Traffic Analytics & Reporting AI-Powered Themes & Layouts Conversion Tools

Client Engagement

Reach, acquire, and retain clients

Client Intake Forms Contact Manager Email Marketing Online Scheduling Contracts & eSignatures Email Automation

Online Payments & Invoicing

Send branded invoices and accept online payments

Card Payments Bank / ACH Payments Branded Invoices Automatic Invoice Reminders Recurring Invoices Payment Pages

Creative Services

Work with designers, copywriters, and SEO specialists

Online Business Setup Web Design Copywriting SEO Website Updates

Streamline your business with one online solution

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

Get startedNo credit card required

Everything your business needs to thrive