The best no-code client intake form builder
Collect secure details, upload files, and assign requests automatically in a client intake form builder built with AI to fit your workflow.
Build exactly what your business needs
Customize your client intake form builder with the exact fields and steps your team needs. Add features as client processes evolve—no code needed.
Custom field builder
Document and asset upload
Client communication automation
Role-based submission routing
Real-time pipeline tracking
AI-powered data enrichment
Bring all your intake data together in real time
Connect spreadsheets, CRMs, and system tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business processes.
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
Clients can fill out and upload documents on mobile or desktop. Softr apps are mobile-ready by default and can launch as downloadable PWA apps.
Works on any device
Clients can fill out and upload documents on mobile or desktop. Softr apps are mobile-ready by default and can launch as downloadable PWA apps.
Automations
Build native automations with Softr Workflows to route submittals, notify team members, and update project pipelines instantly whenever records are changed.
User groups
Provide separate views for internal reviewers and external clients, guaranteeing each group sees the appropriate data and tailored fields.
Advanced permissions
Apply custom access rules. Control exactly who can view, submit, or edit sensitive intake data based on status or assignee properties.
Security
Protect confidential client information and assets. Softr is fully compliant with industry-standard SOC2 and GDPR guidelines.
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 dev time or manual setup required.
Consolidate your stack
Add features like secure document uploads, role routing, or tracking as your data needs grow.
Flexible as you grow
Start with client intake, then add secure portals, pipeline trackers, or admin tools—all in one place.
Generate a custom client intake form builder in minutes
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 in minutes
Create automated, secure intake forms tailored to your processes. Get started for free, no developer needed.