Client intake software
Let clients share important information before the meeting so you can spend more time addressing their needs.
How it works
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Set your hours, define your services, and add pricesLearn more
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Share a booking link with your clientsLearn more
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Interact with clients online or in personLearn more
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Build strong client relationshipsLearn more
Simplify patient data collection
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Save timeDevote the whole meeting to solving your client’s problems instead of starting with a tedious check-in process.
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Protect your client’s privacyCollect data securely thanks to HIPAA-compliant online intake forms, SSL encryption, and ePHI and GDPR compliance.
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Cut costsUse automated paperless intake forms to cut costs spent on stationery, printer maintenance, and even staffing.
66% of clients expect companies to understand their needs
Collect client intake with ExpertBox to achieve higher client satisfaction rates!
Provide effective online services
Collect required information from your clients to become more proactive in your practice.
Create intake forms to eliminate paperwork
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Create your own intake forms
It’s easy to add your own questions to a custom patient intake form to fit your specific needs and services.
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Assign intake forms to services
Select your service and add the required intake forms so your clients provide you with all necessary information when making a booking.
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Send intake forms as needed
If you need to collect more information, get additional documents, or receive an update, you can send an extra form via email or through a Client account.
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Set the frequency of completing intake forms
Decide whether your clients need to fill out a form once or regularly to track their progress.
Create intake forms to eliminate paperwork
Create your own intake formsIt’s easy to add your own questions to a custom patient intake form to fit your specific needs and services.
Select your service and add the required intake forms so your clients provide you with all necessary information when making a booking.
If you need to collect more information, get additional documents, or receive an update, you can send an extra form via email or through a Client account.
Decide whether your clients need to fill out a form once or regularly to track their progress.
Go paperless: record and store your client’s data
Keep client information in your CRMAll responses will automatically be added to client profiles in the ExpertBox CRM.
intake forms
Stay informed about clients’ submissions thanks to email and in-app notifications.
Go paperless: record and store your client’s data
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Keep client information in your CRM
All responses will automatically be added to client profiles in the ExpertBox CRM.
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Get notified when clients submit
intake formsStay informed about clients’ submissions thanks to email and in-app notifications.
Try ExpertBox for free and get your first results
Start your 14-day free trial today.
Why ExpertBox?
Learn why ExpertBox stands out from competitors
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Fits any business A feature set tailored to the needs of any Expert. -
Easy to scale Add new features as your business grows. -
Secure GDPR & HIPAA compliance and SSL keep your data safe. -
Supports integrations Use the tools you like within ExpertBox. -
Accessible from any device Be flexible working via your computer, phone, or tablet. -
Solid support Our support team will quickly address any concerns.
What experts say about ExpertBox
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I was completely overwhelmed with the information received from patients and the messy handwriting on a daily basis. ExpertBox intake forms were the right place for me to organize the patient intake process and control the flow of information. ExpertBox intake software supports me a lot in my practice.
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Elijah Lennon
Therapist
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ExpertBox client intake forms simplify all aspects of my coaching practice and are especially helpful during client onboarding. I reduce collecting client info through phone calls, which consumes my time. Now I feel that my coaching business is a lot more successful.
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Adam Brice
Health and wellness coach
One tool for many tasks
Explore more features to build strong client relationships.
Automate your bookings
Set your working hours and prices for your services. Let your clients book appointments online at any time.
Hold appointments
Provide secure HD video appointments. Communicate with your clients and team even on the go.Build strong client relationships
Keep all client data in one CRM. Let clients control their bookings, payments, documents, and chats.Scale your business
Create a team to grow your business. Delegate tasks and reduce your workload.
Help your clients more efficiently with the ExpertBox client intake software!
Start your 14-day free trial today.