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

  • 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 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 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?

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?

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