Client intake software

Let clients share important information before the meeting so you can spend more time addressing their needs.

No credit card or commitment required.

How it works

Create a custom intake form and send it to a client
Receive information along
with a booking
Provide better and more personalized service

Simplify patient data collection

Save time

Devote the whole meeting to solving your client’s problems instead of starting with a tedious check-in process.
Protect your client’s privacy

Collect data securely thanks to HIPAA-compliant online intake forms, SSL encryption, and ePHI and GDPR compliance.
Cut costs

Use automated paperless intake forms to cut costs spent on stationery, printer maintenance, and even staffing.

Collect required information from your clients to provide effective services online

Create intake forms to eliminate paperwork

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.
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.
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.
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 forms

It’s easy to add your own questions to a custom patient intake form to fit your specific needs and services.

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.

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.

Set the frequency of completing
intake forms

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 CRM

All responses will automatically be added to client profiles in the ExpertBox CRM.

Get notified when clients submit
intake forms

Stay informed about clients’ submissions thanks to email and in-app notifications.

Go paperless, record and store your client’s data

Keep client information in your CRM

All responses will automatically be added to client profiles in the ExpertBox CRM.
Get notified when clients submit
intake forms

Stay informed about clients’ submissions thanks to email and in-app notifications.

Try ExpertBox for free and get your first results

Start your 14-day trial today

Get to know your clients from any device

Create customized patient intake forms and access clients’ data from your mobile or tablet.

Why ExpertBox?

Help Center Step-by-step guides and useful articles to help you get started Learn more Contact Us Ask any question and get a thorough answer from our experts Learn more

Solid support

Need a hand? From onboarding to troubleshooting, our support team will address your concerns in no time.

Easy to scale and customize

Whether you’re a solo expert or a small business client management software will help you achieve your business goals with advanced settings and an individualized design.

Proven security

The ExpertBox team works hard to ensure you and your customers can securely exchange information.

GDPR compliance

HIPAA compliance

SSL encryption

Ready to get started with ExpertBox?

One tool for many tasks

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