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.
Client intake software

How it works

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.

66% of clients expect companies to understand their needs

Collect client intake with ExpertBox to achieve higher client satisfaction rates!

Start for free

Provide effective online services

Collect required information from your clients to become more proactive in your practice. 

Create intake forms to eliminate paperwork

Create intake forms to eliminate paperwork

Create your own intake forms
Assign intake forms to services
Send intake forms as needed
Set the frequency of completing intake forms

Go paperless: record and store your client’s data

Keep client information in your CRM
Get notified when clients submit
intake forms

Go paperless: record and store your client’s data

Try ExpertBox for free and get your first results

Start your 14-day free trial today.

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Why ExpertBox?

Learn why ExpertBox stands out from competitors

What experts say about ExpertBox

  • 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.

    Elijah Lennon

    Elijah Lennon


  • 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.

    Adam Brice

    Adam Brice

    Health and wellness coach

One tool for many tasks

Explore more features to build strong client relationships.

Help your clients more efficiently with the ExpertBox client intake software!

Start your 14-day free trial today.

Sign up now

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