Intake forms

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

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

ExpertBox online intake forms are a secure way to collect data thanks to SSL encryption and HIPAA and GDPR compliance.
Cut costs

Since everything is automated, you can reduce paperwork and costs spent on stationery, printer maintenance, and even staffing.

Create your own intake forms

It’s easy to add your own questions and create a 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 your own intake forms

Assign intake forms to services

Send intake forms as needed

Set the frequency of completing
intake forms

Keep client information in your CRM

Get notified when clients submit
intake forms

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.