Simplify your client intake
Streamline your client onboarding with customizable intake forms that help you gather the right information from the start. Whether you’re qualifying new prospects or tailoring service-specific questionnaires, B12 makes it easy to set up and manage everything in minutes.
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Gather information about prospects and clients
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:
Join thousands of professionals thriving with B12
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
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.
Barbara Bartelsmeyer
Partner / COO, Action Logistix
With B12, I didn't have to go back and forth. I clicked and it took like three seconds to put the copy right there on the page.
Derek Passalaqua
Owner and Senior Advisor, Legacy Guard Financial Group
B12 has raised the entire bar of website professionalism.
Heather Carnes
Founder, Envision HR
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.
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B12 is packed with features to help you grow, automate, and run your business online:
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Your website, invoicing, contracts, payments, and more, all in one place. Try B12 today.
