Build a client intake form builder in minutes
Streamline client onboarding with a customizable form builder designed to fit your practice's unique workflow and requirements.
Customize your intake form to your needs
Build a client intake form that matches your workflow. Choose only the steps and fields you need, and update your setup as your process evolves.
Customizable intake form creation
Automated form submissions tracking
Team assignment and notifications
Client data management
Status updates and progress tracking
Client communication hub
Bring all your client data together in real time
Connect spreadsheets, CRMs, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your client intake process.
Custom access for every client intake. Built-in security.
Build branded intake forms and manage submissions securely. Set up permissions for clients and team members in minutes—no coding required.
Easy, secure logins
Intake forms are mobile-ready and work on any device. Clients can complete forms on the go or from their desktop.
Works on any device
Intake forms are mobile-ready and work on any device. Clients can complete forms on the go or from their desktop.
Automations
Connect with your favorite tools to automate notifications, task assignments, or follow-ups after each intake submission.
User groups
Set up different access levels for clients and staff—each sees only the forms and submissions relevant to them.
Advanced permissions
Control who can access, view, or manage specific forms and responses—down to the field level.
Security
Keep intake information protected with SOC2 and GDPR compliance. Manage access to sensitive client data easily.
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An AI assistant for client intake
Let clients get instant answers about their intake form status or next steps—AI works right inside your Softr portal or app.
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
Create client intake forms in minutes using drag-and-drop blocks and pre-built templates.
Consolidate your stack
Add logic, fields, or automations to your intake forms as your client process evolves—no rebuilds needed.
Flexible as you grow
Manage client intake, surveys, and internal forms all in one place—no switching tools.
Build a fully custom client intake form in minutes
Connect to your data in seconds
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Customize layout and logic
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Publish and launch
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.
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Frequently asked questions
Create your client intake form effortlessly