Create a custom client intake forms without code
Streamline data collection and enhance client onboarding with customizable forms tailored to your business needs and process.
Customize your client intake forms
Create intake forms that match your workflow. Add only the fields and steps you need, and adjust your process as your client needs change.
Customizable intake form creation
Submission management dashboard
Automated email notifications
Document upload support
Reviewer assignment workflow
Status updates and tracking
Streamline your client intake process in real time
Connect forms, CRMs, and project management tools with real-time sync—or manage everything in Softr Databases. Centralize client and project data efficiently.
Streamline client intake with secure, custom forms.
Easily collect client information with branded, secure forms. Set up personalized access and permissions for different client types—no coding required.
Easy, secure logins
Clients can complete forms on phone, tablet, or desktop. Softr forms are always mobile-ready and easy to use.
Works on any device
Clients can complete forms on phone, tablet, or desktop. Softr forms are always mobile-ready and easy to use.
Automations
Automatically route submissions or trigger follow-ups by connecting your forms to Make, Zapier, or N8N.
User groups
Offer different forms or questions for various client groups, ensuring each sees the right fields.
Advanced permissions
Control who can view, edit, or submit forms. Fine-tune access for each client group or form type.
Security
Keep client data safe and compliant. Softr forms are fully SOC2 and GDPR compliant.
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Give clients an AI assistant
Clients can ask AI about form status or next steps—getting instant answers directly within your intake portal, powered by Softr.
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 customizable templates.
Consolidate your stack
Update fields, logic, or integrations as your client intake process changes—no starting over.
Flexible as you grow
Build intake forms, client databases, and internal workflows all in one place—no extra tools needed.
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
Build your client intake forms in minutes