Build your own client intake form builder
Capture leads, collect documents, and sync records in an AI-powered system built with AI to fit your onboarding and intake workflow.
Build exactly what your business needs
Customize an intake setup with the exact fields and steps your team needs. Add file upload or logic blocks as processes evolve—no code needed.
Custom intake form creation
Automated data synchronization
Secure file and document uploads
Lead qualification pipeline tracking
Automatic notification and alerts
AI-powered submission summaries
Bring all your submission data together
Connect form entries, qualification data, and client files with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Give every user a custom, secure experience.
Give each user the right views and access in a fully branded portal. Set up secure logins, user groups, and permissions in minutes.
Easy, secure logins
Form builder apps are mobile-ready by default. Let clients complete intake forms on the go with a downloadable app using Softr's PWA technology.
Works on any device
Form builder apps are mobile-ready by default. Let clients complete intake forms on the go with a downloadable app using Softr's PWA technology.
Automations
Build native automations to handle intake notifications, submission summaries, and data sync automatically whenever a new form is submitted.
User groups
Provide separate logins for clients and intake officers, and create personalized dashboards for each group to track submission statuses.
Advanced permissions
Apply rules for sensitive fields. Customize who can view, edit, or approve intake data, and which sections are visible to different user groups.
Security
Protect sensitive client documents and personal information from threats. Softr is fully compliant with SOC2 and GDPR regulations.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Build your client intake form builder in minutes with AI—no manual configuration or setup needed.
Consolidate your stack
Add features like lead qualification, document tracking, or automated alerts as your intake moves—no rebuilds.
Flexible as you grow
Start with custom forms, then add portals, dashboards, or CRMs—all in one place, with no extra tools.
Generate a custom client intake form builder with AI
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Build your client intake form builder
Go from idea to a live client intake form builder in under an hour. No setup time, no dev needed.